To work with Report Finder
With the Report Finder, you can browse the reports related to what you're interested in and learn what each has to offer, and locate the exact report that you need.
Click on the Report Finder tab from the navigator bar as shown as below.
After that you will see a Report Finder dialog box appear.
For further information about that report, simply double-click on the report.
To work with Preferences
Here you can change the option to suit the needs of your business and your personal style of working.
From the Tools menu, choose Preferences tab.
You can also click on the Edit tab from the menu bar and select Preferences.
You can use the scroll box on the left to display the preferences for another area of QuickBooks.
To work with Accountant’s Review
An accountant's review copy allows an accountant to review and make corrections to a copy of your data while you continue to work, and then merge their changes back into your file.
From the Tools menu, click on the Accountant’s Review as shown as the picture below.
You can make an accountant's review copy on a diskette.
Your accountant can review your data and make changes. Not all the changes are allowed.
When you have finished, your accountant can save the changes, typically to a diskette.
After that you can merge the changes into your data.
To work with Back Up
You should make a backup copy of your company on a daily basis. Backup copies are important insurance. If you lose any data, you can still restore data from your backup copy.
Select the storage media on which you will back up your QuickBooks Company.
From the File menu, choose Back Up.
You can also straight away choose the Back Up tab from the Tools menu in the navigator bar.
After that you can change the name that QuickBooks suggests for the backup file.
And then change the suggested location for the backup file.
Finally, click on the Save button. Then the data of your company will be back up.
