Indlela yokuvula ifayela le-QBO

Ukuvula ifayela le-QBO kungaba inqubo edidayo neyinselele kulabo abangayijwayele ifomethi yobuchwepheshe yamafayela ezezimali. Kodwa-ke, ukuqonda ukuthi ungavula kanjani futhi usebenzise kanjani ifayela le-QBO kubalulekile kulabo abafisa ukufinyelela nokukhohlisa idatha yezezimali ezinhlelweni zokubala noma zokuphatha izimali. Kulesi sihloko, sizohlola Igxathu emvakwe gxathu ungavula kanjani ifayela le-QBO, unikeze umhlahlandlela onemininingwane walabo abafuna ukuthola okuningi kuleli thuluzi lobuchwepheshe. Ngemiyalo ecacile namathiphu awusizo, maduzane uzolungela ukuvula nokufinyelela amafayela akho I-QBO ngokuzethemba nokusebenza kahle.

Ungalivula Kanjani Ifayela Le-QBO - Umhlahlandlela Oningiliziwe Wezobuchwepheshe

Lapho uvula ifayela le-QBO, kubalulekile ukulandela uchungechunge lwezinyathelo zokuqinisekisa ukuthi inqubo yenziwa ngendlela efanele nangempumelelo.

1. Hlola ukuhambisana kwesofthiwe: Ngaphambi kokuzama ukuvula ifayela le-QBO, qiniseka ukuthi unesofthiwe yokubala efakiwe esekela le fomethi. Ezinye izinketho ezidumile yi-QuickBooks, Quicken, ne-Xero. Uma ungenalo noma yiluphi lwalezi zinhlelo, ungasesha ku-inthanethi ithuluzi lokuguqula amafayela e-QBO abe enye ifomethi ehambisana nesofthiwe yakho yamanje.

2. Izinketho Zokungenisa: Isofthiwe ye-accounting eminingi inikeza izinketho zokungenisa zamafayela e-QBO. Bheka kuzilungiselelo zohlelo lwakho ukuze uthole inketho yokungenisa ifayela le-QBO. Kuye ngohlelo olusebenzisayo, kungase kudingeke ukhethe indawo yefayela kukhompuyutha yakho noma unikeze i-URL ukuze ulande ifayela endaweni ye-inthanethi.

1. Isingeniso samafayela e-QBO nokubaluleka kwawo ku-accounting

Amafayela e-QBO ayifomethi yefayela esetshenziswa ku-accounting ukuze kugcinwe idatha yokwenziwe ngezezimali. Lawa mafayela aqukethe ulwazi oluningiliziwe mayelana nokwenziwe, njengedethi, igama lezindlalifa, inani, nencazelo. Ukubaluleka kwamafayela e-QBO kusekwazini kwawo ukwenza lula ukuphathwa nokuhlaziywa kwemisebenzi yezezimali yenkampani.

Ku-accounting, amafayela e-QBO asetshenziselwa ukungenisa idatha yokwenziwayo ezinhlelweni zokubala ezihlukene. Ngokusebenzisa ifayela le-QBO, imininingwane yokwenziwayo ingangeniswa ngqo ohlelweni lokubala, ukonga isikhathi nokunciphisa amaphutha. Ukungenisa amafayela e-QBO kubaluleke kakhulu kumabhizinisi aphatha umthamo ophezulu wemisebenzi noma enza imisebenzi ephindelelayo.

Ukungenisa ifayela le-QBO ohlelweni lokubala, udinga ukulandela izinyathelo ezimbalwa. Okokuqala, kubalulekile ukwenza isiqiniseko sokuthi unesofthiwe yokubala efanele esekela ukungenisa amafayela e-QBO. Bese, kufanele uvule uhlelo bese ubheka inketho yokungenisa ifayela. Uma inketho yokungenisa isikhethiwe, kufanele ukhethe ifayela le-QBO olifunayo bese ulandela imiyalelo enikezwe uhlelo. Ngokuvamile, inqubo yokungenisa ihlanganisa ukwenza imephu amakholomu edatha kufayela le-QBO aye ezigabeni ezihambisanayo kusofthiwe yokubala.

2. Izimfuneko zokuvula ifayela le-QBO

Ukuze uvule ifayela le-QBO, kuyadingeka ukuthi ube nezimfuneko ezithile ezizovumela lesi senzo ukuthi senziwe ngempumelelo. Ngezansi kukhona izinto ezidingekayo:

1. Yiba nohlelo oluhambisanayo olufakiwe: Ifayela le-QBO liyifomethi esetshenziswa kakhulu izinhlelo zokubala. Ukuze uyivule, udinga ukuba nesofthiwe ehambisanayo, efana ne-QuickBooks, i-Quicken nanoma yiluphi olunye uhlelo lokuphathwa kwezimali olusekela le fomethi.

2. Yiba nefayela le-QBO: Kubalulekile ukwenza isiqiniseko sokuthi unefayela le-QBO endaweni efanele ngaphambi kokuzama ukulivula. Ingatholwa ngokulanda endaweni yesikhulumi esiku-inthanethi noma yamukelwe nge-imeyili. Qiniseka ukuthi uyaqinisekisa ukuthi ifayela liphelele futhi alilimele.

3. Landela izinyathelo ezifanele: Uma izidingo ezingenhla sezihlangatshezwane, inqubo yokuvula ifayela le-QBO iqukethe izinyathelo ezimbalwa. Lokhu kungahluka kuye ngohlelo olusetshenzisiwe, kodwa ngokuvamile kuhilela ukuvula isofthiwe, ukukhetha ukungenisa noma ukuvula inketho yefayela, bese uphequlula nokukhetha ifayela le-QBO olifunayo. Kubalulekile ukulandela imiyalelo ethile yohlelo ngalunye ukuze kuqinisekiswe inqubo ebushelelezi.

3. Izinyathelo zokulanda nokufaka isofthiwe edingekayo ukuze uvule amafayela e-QBO

Ukuze uvule amafayela e-QBO, udinga isofthiwe efanele. Ngezansi izinyathelo ezidingekayo zokulanda nokufaka isoftware eshiwo:

1. Into yokuqala okufanele uyenze ukufinyelela ikhasi lokulanda isoftware. Ungathola izixhumanisi zokulanda ku- iwebhusayithi isikhulu esivela kunjiniyela noma kwamanye amasayithi athenjiwe. Qiniseka ukuthi ukhetha inguqulo yesofthiwe efanele ngokuya nge- isistimu esebenzayo kusuka kukhompyutha yakho (iWindows, macOS, Linux, njll.).
2. Uma usulidawunilode ifayela lokufaka, livule ngokuchofoza kabili kulo. Lokhu kuzoqala iwizadi yokufaka.
3. Kuyo yonke inqubo yokufaka, iwizadi izokuqondisa ezinyathelweni ezahlukahlukene. Qiniseka ukuthi ufunda isikrini ngasinye ngokucophelela futhi ulandele imiyalelo enikeziwe. Ngesikhathi sokufakwa, uzocelwa ukuthi wamukele imigomo nemibandela yesoftware bese ukhetha izinketho zokumisa ngokuya ngokuthanda kwakho.

Uma usuqedile inqubo yokufaka, isofthiwe izobe isilungele ukuvula amafayela e-QBO. Khumbula ukuthi uma unemibuzo noma izinkinga ngesikhathi sokufaka, ungasesha okokufundisa ku-inthanethi noma uxhumane nosekelo lobuchwepheshe lonjiniyela ukuze uthole usizo olwengeziwe.

4. Ungalivula kanjani ifayela le-QBO ku-software ethize yokubala

Ukuze uvule ifayela le-QBO kusofthiwe ethile yokubala, udinga ukulandela izinyathelo ezibalulekile ezimbalwa. Isinyathelo sokuqala siwukuqinisekisa ukuthi unesofthiwe ehambisanayo efakiwe, njenge-QuickBooks noma i-Quicken. Lezi zinhlelo zisetshenziswa kakhulu futhi zisekela ukungenisa amafayela e-QBO.

Uma isofthiwe isifakiwe, udinga ukuyivula bese ukhetha inketho yokungenisa ifayela. Le nketho ngokuvamile itholakala kumenyu ethi "Ifayela" noma "Amathuluzi". Ukuchofoza le nketho kuzovula iwindi elisha elikuvumela ukuthi ukhethe ifayela le-QBO ofuna ukulivula.

Ngemva kokukhetha ifayela le-QBO, ungaqhubeka nokungenisa. Isoftware yokubala izokuqondisa ezinyathelweni ezidingekayo. Ungase udinge ukufanisa ama-akhawunti kufayela le-QBO nama-akhawunti akhona kusofthiwe, futhi ubuyekeze futhi uqinisekise ulwazi lwezezimali olungenisiwe. Uma seliqediwe, ifayela le-QBO lizovuleka ku-software yokubala futhi lingafinyelelwa. idatha yakho nokwenza noma yimiphi imisebenzi edingekayo.

5. Ukuxazulula izinkinga ezivamile lapho uzama ukuvula ifayela le-QBO

Uma uzama ukuvula ifayela le-QBO, ungase uhlangabezane nezinkinga ezivamile ezingaphazamisa inqubo. Ngenhlanhla, zikhona izixazululo ezitholakalayo zokuxazulula lezi zinkinga ngokushesha. Ngezansi, sethula ezinye zezinkinga ezivame kakhulu nokuthi zingazixazulula kanjani:

1. Inkinga yokuhambisana: Uma ifayela le-QBO ozama ukulivula lingahambisani nesofthiwe yakho yamanje, ungase ubhekane nobunzima ekufinyeleleni kulo. Qiniseka ukuthi isofthiwe yakho iyakwazi ukufunda amafayela e-QBO noma ukuthi usebenzisa inguqulo ebuyekeziwe esekela lolu hlobo lwefayela. Uma kungenjalo, cabanga ukubuyekeza noma ukushintsha isofthiwe yakho ukuze uqinisekise ukuhambisana.

2. Ifayela elonakele: Okunye okungaba imbangela yezinkinga zokuvula ifayela le-QBO ukuthi ifayela ngokwalo lonakele noma lonakele. Kulokhu, ungazama ukukulungisa ngokulanda ikhophi entsha yefayela le-QBO. Ungazama nokuvula ifayela kwenye isofthiwe ehambisanayo ukuze ukhiphe inkohlakalo engaba khona kusofthiwe yakho yamanje. Uma ifayela le-QBO lingasebenzi kunoma iyiphi isofthiwe, ungase udinge ukuthintana nomthengisi noma ukhiqize ifayela elisha le-QBO emthonjeni wangempela.

3. Amaphutha lapho ungenisa idatha: Lapho uvula ifayela le-QBO, ungase uhlangabezane namaphutha ngenkathi ungenisa idatha. Lokhu kungase kube ngenxa yamaphutha efomethi yefayela, ukungahambisani kolwazi, noma izinkinga zokuxhuma. Ukuze ulungise lokhu, hlola ifomethi yefayela le-QBO ukuze uqiniseke ukuthi lakhiwe ngendlela efanele. Futhi, hlola ukuthi ulwazi oluqukethwe efayelini luyahambisana yini nokuthi azikho yini izinkambu ezingenalutho noma amanani angalungile. Uma inkinga iqhubeka, kuyancomeka ukuthi uhlole ukuxhumana kwesistimu yakho futhi uqinisekise ukuthi zonke izidingo zesofthiwe ziyahlangatshezwa.

6. Ezinye izindlela zokuvula ifayela le-QBO ngaphandle kwesofthiwe ekhethekile

Kukhona ezinye izindlela ongazisebenzisa ukuze uvule ifayela le-QBO ngaphandle kokusebenzisa isofthiwe ekhethekile. Okulandelayo, ngizokwethula izinketho ezingakusiza:

1. Sebenzisa ithuluzi eliku-inthanethi: Kunamathuluzi amaningana aku-inthanethi akuvumela ukuthi ulayishe ifayela le-QBO futhi ubuke elikuqukethe ngaphandle kokufaka noma iyiphi isofthiwe eyengeziwe. Lawa mathuluzi ngokuvamile kulula ukuwasebenzisa futhi awadingi ulwazi oluthuthukisiwe lobuchwepheshe. Ungathola izinketho ezimbalwa ngokusesha izinjini zokusesha zamagama "ithuluzi le-inthanethi lokuvula ifayela le-QBO."

2. Guqula ifayela le-QBO libe ifomethi evamile kakhulu: Uma ungakwazi ukuvula ifayela le-QBO ngokuqondile, ungakwazi ukuliguqulela kufomethi esekelwa kabanzi njenge-CSV (Amanani Ahlukaniswe Ngokhefana) noma i-XLS (Ispredishithi). I-Microsoft Excel). Ukuze wenze lokhu, ungasebenzisa isoftware yokuguqula ifayela njenge Ithuluzi Lesibonelo. Uma usuguquliwe, ungavula ifayela ezinhlelweni zesipredishithi ezifana neMicrosoft Excel noma AmaSpredishithi e-Google.

7. Guqula ifayela le-QBO libe kwenye ifomethi ehambisanayo ukuze livulwe

Uma udinga, kunezinketho ezimbalwa ezitholakalayo. Ngezansi ngizochaza izinyathelo ongazilandela ukuze wenze lokhu kuguqulwa.

1. Sebenzisa isiguquli esiku-inthanethi: Kunezinsiza eziningi ze-inthanethi ezikuvumela ukuthi uguqule amafayela e-QBO abe kwamanye amafomethi adumile njenge-CSV, i-XLS noma i-PDF. Ukuze wenze lokhu, mane ulayishe ifayela le-QBO kuwebhusayithi yokuguqula, khetha ifomethi oyifunayo bese uchofoza inkinobho yokuguqula. Ima isikhashana bese ungadawuniloda ifayela eliguquliwe ekhompyutheni yakho.

2. Sebenzisa isofthiwe yokuguqula okukhethekile: Uma udinga ukwenza ukuguqulwa okuvamisile noma ufuna ukulawula okwengeziwe phezu kwenqubo, ungase uthande ukucabanga ukusebenzisa isofthiwe yokuguqula ekhethekile. Sesha ku-inthanethi amathuluzi okuguqula amafayela ezezimali asekela ukuguqula i-QBO iye kwamanye amafomethi asekelwe. Lezi zinhlelo ngokuvamile kulula ukuzisebenzisa futhi zikuvumela ukuthi wenze ngendlela oyifisayo izilungiselelo zokuguqula zibe izidingo zakho ezithile.

8. Ungaqinisekisa kanjani ubuqotho befayela le-QBO ngaphambi kokulivula

Uma uthola ifayela le-QBO, kubalulekile ukuqinisekisa ubuqotho balo ngaphambi kokulivula ukuze ugweme izinkinga noma iziphazamiso kamuva. Ukuqinisekiswa kobuqotho kusuka kufayela I-QBO iqinisekisa ukuthi idatha inembile futhi ithembekile. Ngezansi izinyathelo zokuqinisekisa ubuqotho befayela le-QBO:

1. Landa isofthiwe ethembekile yokuqinisekisa ifayela le-QBO, njenge Ithuluzi Lokuqinisekisa I-QBO.
2. Qalisa isofthiwe bese ukhetha inketho ethi "Qinisekisa Ifayela le-QBO" kumenyu enkulu.
3. Thola ifayela le-QBO ofuna ukuliqinisekisa bese uchofoza okuthi "Vula."
4. Isofthiwe izoskena ifayela le-QBO ukuze lithole noma yimaphi amaphutha okungenzeka noma okudidayo.
5. Uma ukuhlaziya sekuqediwe, isofthiwe izobonisa imiphumela yokuqinisekisa. Uma ifayela le-QBO livumelekile, kuzovela umlayezo obonisa ukuthi ifayela liphelele futhi liphephile ukulivula.

Ukuqinisekisa ubuqotho befayela le-QBO ngaphambi kokulivula kuyisinyathelo esibalulekile sokuvikela ukuvikela idatha kumaphutha okungenzeka noma ukonakala. Ukwengeza, le nqubo iqinisekisa ukuthi idatha yezezimali inembile futhi inokwethenjelwa, okubalulekile ukuze kwenziwe ngendlela efanele nangempumelelo noma yimuphi umsebenzi wokubala noma ukuhlaziya. Ngokusebenzisa amathuluzi akhethekile njengesofthiwe yokuhlola ifayela le-QBO, ingcuphe yezehlakalo noma izinkinga ezihlobene namafayela owonakele noma angalungile iyancipha kakhulu.

Sengiphetha, ukuqinisekisa ubuqotho befayela le-QBO kuyisinyathelo esibalulekile ngaphambi kokulivula. Kutuswa ukusebenzisa isofthiwe ethembekile nekhethekile yokuqinisekisa ifayela le-QBO ukuze uthole imiphumela enembile nethembekile. Ngokuqinisekisa ubuqotho befayela, uqinisekisa ukunemba kwedatha yezezimali futhi uvimbele izinkinga zesikhathi esizayo noma iziphazamiso ezihlobene namaphutha noma inkohlakalo yamafayela. Ungakhohlwa ukwenza lokhu kuqinisekisa ukuze uqinisekise ukuphepha nokuthembeka kwedatha yakho yezezimali!

9. Ukubaluleka kokulondoloza amafayela e-QBO ngaphambi kokuwavula

Ukwenza isipele amafayela e-QBO ngaphambi kokuwavula kuyisinyathelo esibalulekile sokuqinisekisa ubuqotho nokuvikeleka kolwazi lwezezimali lwebhizinisi lakho. Ifayela le-QBO ifomethi yefayela esetshenziswa yi-Quicken, uhlelo lokuphatha izimali, ukungenisa nokuthekelisa idatha. Nokho, ukuvula ifayela le-QBO ngaphandle kokwenza ikhophi yasenqolobaneni ngaphambilini kungabangela izinkinga ezinkulu nokulahlekelwa ulwazi.

Kunezizathu ezimbalwa zokuthi kungani kubalulekile ukwenza isipele amafayela e-QBO ngaphambi kokuwavula. Okokuqala, noma yiliphi iphutha noma ukonakala kwefayela kungabangela ukulahlekelwa unomphela kwedatha yezezimali equkethwe kulo. Ngokwenza ikhophi yasenqolobaneni, uzobe uvikela imininingwane yakho ekuhlulekeni okungenzeka kwesistimu noma amaphutha abantu. Ukwengeza, uma kwenzeka udinga ukubuyisela izinguquko noma ubuyisele izinguqulo zangaphambilini zefayela le-QBO, ukuba nesipele kuzokunika amandla okwenza kanjalo. ngokuphephile futhi ishesha.

Ukwenza isipele ifayela le-QBO, ungalandela lezi zinyathelo ezilula:

1. Vula i-Quicken bese ukhetha "Ifayela" kubha yemenyu ephezulu.
2. Chofoza okuthi "Dala Isipele" ukuze uqale inqubo yokwenza isipele.
3. Cacisa indawo kukhompyutha yakho lapho ufuna ukulondoloza khona isipele sefayela le-QBO.
4. Chofoza okuthi “Londoloza” ukuze uqedele ukwenza isipele.

Khumbula ukwenza izipele ezivamile futhi uzigcine endaweni ephephile, njenge- i-hard drive isevisi yangaphandle noma yokugcina efwini. Ngale ndlela, ungaphumula kalula wazi ukuthi amafayela akho e-QBO avikelekile kunoma yikuphi okwenzekayo.

10. Ungaqinisekisa kanjani ukuphepha lapho uvula amafayela e-QBO endaweni yebhizinisi

Ukuqinisekisa ukuphepha lapho uvula amafayela e-QBO endaweni yebhizinisi, kubalulekile ukulandela uchungechunge lwezinyathelo nezinyathelo zokuphepha. Ngezansi kukhona izincomo ezibalulekile zokunciphisa ubungozi nokuvikela ubuqotho bedatha.

1. Hlola Umthombo Wefayela: Ngaphambi kokuvula noma yiliphi ifayela le-QBO, qiniseka ukuthi livela kumthombo othembekile nosemthethweni. Lokhu kuvimbela amathuba okutheleleka nge-malware noma ukuvula amafayela ayingozi. Uma ungaqiniseki ngokuvela kwefayela, sicela uxhumane nomthumeli ukuze uqinisekise ubuqiniso balo.

2. Sebenzisa isofthiwe ye-antivirus ebuyekeziwe: Ukuba nesixazululo esithembekile nesesikhathini samanje se-antivirus kubalulekile ukuze uthole futhi uqede izinsongo ezingaba khona. Ngaphambi kokuvula ifayela le-QBO, qiniseka ukuthi ukuskene kokubili ifayela nesistimu yakho nge-antivirus. Uma kukhona inkinga etholakele, landela imiyalelo enikezwe isofthiwe ukuze uyilungise kahle.

11. Izincomo zokuthuthukisa ukusebenza lapho uvula amafayela amakhulu e-QBO

1. Ukuhlanza kanye nokwenza kahle ifayela le-QBO: Ngaphambi kokuvula ifayela elikhulu le-QBO, kuhle ukuthi ulihlanze futhi ulenze ngokugcwele. Singaqeda ukuthengiselana okungadingekile, sihlanganise amarekhodi ayimpinda futhi sihlole idatha eyiphutha noma erekhodiwe kabi. Ukwenza lokhu, singasebenzisa amathuluzi ezinkampani zangaphandle njenge-QuickBooks Hlanza Idatha Yenkampani.

2. Ukuhlukanisa ifayela le-QBO libe izingxenye ezincane: Ukuze kube lula ukulayisha nokuthuthukisa ukusebenza lapho uvula amafayela amakhulu e-QBO, singawahlukanisa abe izingxenye ezincane. Enye inketho ukusebenzisa uhlelo lwe-QBO2CSV, olukuvumela ukuthi uguqule ifayela le-QBO libe amafayela e-CSV ahlukaniswe ngenyanga, ikota nanoma iyiphi enye indlela evumelana nezidingo zethu.

3. Ukusebenzisa izinguqulo ezintsha zesofthiwe: Ukuqinisekisa ukuthi usebenzisa inguqulo yakamuva yesofthiwe ye-QuickBooks kungaba nomthelela omkhulu ekusebenzeni lapho uvula futhi usebenza ngamafayela amakhulu e-QBO. Izibuyekezo zesofthiwe ngokuvamile zihlanganisa ukuthuthukiswa kokulungiselelwa nokulungiswa kweziphazamisi, okungaba nomthelela ekusebenzeni kahle okukhulu nokusebenza lapho kuvulwa futhi kusetshenzwa ngalawa mafayela.

12. Izinzuzo kanye nemikhawulo yokuvula ifayela le-QBO kumadivayisi eselula

Lapho uvula ifayela le-QBO kumadivayisi eselula, kubalulekile ukucabangela kokubili izinzuzo nemikhawulo equkethwe yilesi senzo. Ngezansi ezinye izici ezifanele okufanele zicatshangelwe:

Izinzuzo zokuvula ifayela le-QBO kumadivayisi eselula zimbalwa. Okokuqala, inikeza ukuguquguquka kokufinyelela ulwazi lwezezimali noma nini, noma kuphi. Lokhu kuwusizo ikakhulukazi kochwepheshe abahlale besohambeni futhi abadinga ukuxhumana nedatha ngesikhathi sangempela. Ngaphezu kwalokho, lapho usebenzisa amadivaysi eselula, izinzuzo zobuchwepheshe bokuthinta ziyasetshenziswa, okwenza ukuzulazula nokuphathwa kwedatha kube lula.

Nokho, kubalulekile ukukhumbula imikhawulo ethile lapho uvula ifayela le-QBO kumadivayisi eselula. Okokuqala, isikrini kumadivayisi eselula singaba sincane uma siqhathaniswa nekhompuyutha yedeskithophu, engenza kube nzima ukubuka idatha. Ukwengeza, ezinye izinto ezithuthukisiwe noma izici zesofthiwe zingase zingatholakali enguqulweni yeselula. Ngakolunye uhlangothi, ukuphepha nakho kuyisici esibalulekile okufanele sicatshangelwe, njengoba amadivaysi eselula angaba sengozini yokuhlaselwa noma ukufinyelela okungagunyaziwe.

13. Ungangenisa kanjani futhi uthumele idatha usebenzisa amafayela e-QBO

Ukungenisa nokuthekelisa idatha ngamafayela e-QBO kuwumsebenzi obalulekile kunoma iyiphi inkampani esebenzisa isofthiwe yokubala. Amafayela e-QBO, amafushane athi QuickBooks Online, ayifomethi esetshenziswa yi-QuickBooks kanye ezinye izinhlelo i-online accounting system ukushintshanisa ulwazi lwezezimali. Okulandelayo, sizokukhombisa ukuthi ungayenza kanjani le nqubo kalula nangempumelelo.

1. Ukungenisa idatha usebenzisa amafayela e-QBO, kufanele uqale uqinisekise ukuthi uyakwazi ukufinyelela isofthiwe yokubala ozoyisebenzisa. Ezimweni eziningi, lokhu kuhilela ukubhalisela i-QuickBooks Online noma olunye uhlelo olusekela amafayela e-QBO. Uma ungakabi nakho ukufinyelela ku-software yokubala, sincoma ukuthi wenze ucwaningo lwakho bese ukhetha ehambisana nezidingo zakho.

2. Uma usuthenge isofthiwe yokubala, isinyathelo esilandelayo ukulungisa idatha ofuna ukuyingenisa. Lokhu kuhilela ukuhlela ulwazi ngefomethi ehambisana nefayela le-QBO. Isibonelo, uma ufuna ukungenisa imali yasebhange, kufanele ube nolwazi olulandelayo olutholakalayo: usuku, uhlobo lokwenziwe, incazelo, isigaba, kanye nenani. Ezinye izinhlelo zokubala zingase futhi zidinge ulwazi olwengeziwe, njengenombolo ye-akhawunti yasebhange noma igama lomhlomuli.

14. Iziphetho kanye nemikhuba engcono kakhulu lapho uvula amafayela e-QBO emkhakheni wokubalwa kwezimali

Lapho uvula amafayela e-QBO ku-accounting, kubalulekile ukulandela lezi zindlela ezihamba phambili kanye nokuthathayo ukuze uqinisekise inqubo ebushelelezi nenembile. Lezi zincomo zihlanganiswe kusukela kokuhlangenwe nakho kwangaphambilini kanye nemikhuba emihle yokuphatha amafayela e-QBO.

1. Hlola ukuhambisana: Ngaphambi kokuvula ifayela le-QBO, qiniseka ukuthi isofthiwe yakho yokubala iyayisekela le fomethi. Ezinye izinhlelo zokusebenza zingase zidinge ukuguqulwa kwefayela libe yifomethi esekelwe ngaphambi kokuthi livulwe. Hlola ukucaciswa kobuchwepheshe besofthiwe yakho yokubala futhi, uma kunesidingo, sebenzisa amathuluzi okuguqula atholakala ku-inthanethi.

2. Yenza i- isipele: Ngaphambi kokwenza noma yikuphi ukuhlinza ngefayela le-QBO, kubalulekile ukukwenza isipele yayo yonke idatha ekhona ku-software yakho yokubala. Lokhu kusebenza njengesinyathelo sokuphepha uma kwenzeka izinkinga zivela ngenkathi kuvulwa ifayela noma kwenzeka amaphutha angalindelekile ngenkathi ungenisa idatha.

Sengiphetha, ukuvula ifayela le-QBO kungaba umsebenzi olula uma kulandelwa izinyathelo ezifanele. Kubalulekile ukuba nesofthiwe efanele, njenge-QuickBooks noma ezinye izinhlelo ezihambisanayo, ukuze uqinisekise ukuvuleka nokufundwa kwefayela ngendlela efanele. Ukwengeza, kubalulekile ukucabangela ubuqotho bedatha kanye nokuphepha kolwazi lapho uvula ifayela le-QBO. Ukulandela izincomo ezinikezwe umhlinzeki wefayela nokugcina ikhophi yasenqolobaneni yedatha imikhuba enconywayo yokugwema noma yiziphi izinkinga noma ukulahlekelwa kolwazi. Ngokuqonda kahle imiqondo kanye nokusetshenziswa kwamathuluzi alungile, ukuvula ifayela le-QBO kungaba umsebenzi obushelelezi futhi ophumelelayo kunoma yimuphi umsebenzisi.