Using Qba

Here are the steps to using Qba:

1. Enter your company setup information into the Setup window.
2. Enter your inventory into the Inventory window.
3. Create new clients and process invoices/estimates.
4. Perform daily summaries
5. Perform once-a-month aging
6. Print monthly statements
7. Use Qddb's built-in powerful report generator to analyze your business.

The next sections describe the above-mentioned steps in detail.

• Setup window
  • Name/Address
  • Starting numbers
  • Defaults
  • Misc panel
  • Completing the setup
• Inventory
• Clients
  • Name information
  • Addresses/Phones
  • Information
  • Credit/Balance
  • Aged Statements
  • Comments
• Processing an invoice
  • Adding invoice items
  • Charging tax on an invoice item
  • Updating invoice items
  • Saving, Printing or Canceling an invoice
  • What actually happens when an invoice is saved?
• Searching, viewing, and reporting invoices
  • Printing an existing invoice
• Estimates
• Daily summary
• Aging
  • What happens when I click the ``Aging'' icon?
  • What does ``age an account'' mean?
• Statements
  • Statement setup window