More Details

Description

xxvii, 772 pages : illustrations ; 24 cm.

Series

Missing manual

Missing manual.

Note

Includes index.

"The book that should have been in the box"--cover.

"Covers QuickBooks for Windows"--cover.

"The official Intuit guide"--cover.

Contents

Inroduction

Part One: Setting up QuickBooks

Ch.1 Creating a company file

Opening QuickBooks -- Before you create a company file -- Creating a company file -- Converting from another program to QuickBooks -- Opening an existing company file -- Modifying company info

Ch.2 Getting around in QuickBooks

Menus and the icon bar -- Switching among open windows -- The home page -- The company snapshot -- The insights tab

Ch.3 Setting up a chart of accounts

Acquiring a chart of accounts -- Planning the chart of accounts -- Creating accounts and subaccounts -- Working with accounts

Ch.4 Setting up customers, jobs, and vendors

Creating customers in QuickBooks -- Creating jobs in QuickBooks -- Setting up vendors -- Working with customers, jobs, and vendors -- Managing leads

Ch.5 Setting up items

What items do -- When you don't need items -- Should you track inventory with items? -- Planning your items -- Creating items -- Service items -- Product items -- Other types of items -- Working with items

Ch.6 Data entry shortcuts for lists

Adding and editing multiple records -- Importing customer, vendor, and item information

Ch.7 Setting up other QuickBooks lists

Categorizing with classes -- Price levels -- Customer and vendor profile lists -- Fixed asset items -- Managing lists

Part Two: Bookkeeping

Ch.8 Tracking time and mileage

Setting up time tracking -- Entering time in QuickBooks -- Running time reports -- Tracking mileage -- Generating mileage reports

Ch.9 Paying for expenses

When to pay expenses -- Entering bills -- Recording a deposit to a vendor -- Handling reimbursable expenses -- Paying your bills -- Writing checks without entering bills -- Producing checks -- Paying using ther payment methods -- Recording vendor refunds and credits -- Running expense-related reports

Ch.10 Invoicing

Choosing the right type of form -- Sales forms and accounts -- Creating invoices -- Creating batch invoices -- Deposits, down payments, and retainers -- Invoicing for billable time and costs -- Invoicing for backordered products -- Selling products on consignment -- Estimating jobs -- Creating progress invoices -- Handling customer refunds and credits -- Modifying invoices

Ch.11 Producing statements

Generating statements

Ch.12 Transaction timesavers

Printing forms -- Emailing forms -- Memorizing transactions -- Finding transactions

Ch.13 Managing accoutn receivable

Receivables aging -- Receiving payments for invoices income -- Applying credits to invoices when you receive payments -- Discounting for early payment -- Correcting misapplied customer payments -- Applying finance charges -- Cash sales -- Making depositys

Ch.14 Bank accounts and credit cards

Entering transactions in an account register -- Handling bounced checks -- Transferring funds -- Reconciling accounts -- Managing loans

Ch.15 Doing payroll

Getting started with payroll -- Intuit payroll services -- Recording transactions from a payroll service -- Paying yourself

Ch.16 Making journal entries

Balancing debit and credit amounts -- Some reasons to use journal entries -- Creating journal entries -- Checking journal entries -- Reclassifications and corrections -- Recording depreciation with journal entries -- Recording owner's contributions

Ch.17 Performing year-end tasks

Checking for problems -- Viewing your trial balance -- Generating financial reports -- Generating tax reports -- Sharing a company file with your accountant -- 1099s -- Closing the books for they year

Part Three: Managing your business

Ch.18 Keeping track of financial tasks

Tracking to-dos -- Adding notes -- Reminders -- Your financial calendar

Ch.19 Managing QuickBooks files

Switching between multi- and single-user mode -- Backing up files -- Restoring backups -- Sending company files to others -- Verifying your QuickBooks data -- Condensing data -- Cleaning up after deleting files

Ch.20 Managing inventory

Following the inventory money trail -- Setting up inventory items -- Purchasing inventory -- Selling inventory -- Running inventory reports -- Working with the inventory center -- Performing a physical inventory -- Adjusting inventory in QuickBooks

Ch.21 Working with sales tax

Setting up sales tax -- Producing reports of the sales tax you owe -- Paying sales tax

Ch.22 Budgeting and planning

Types of budgets -- Ways to build budgets -- Creating budgets in QuickBooks -- Creating customer: Job or class budgets -- Filling in budget values -- Creating and copying budgets with Excel -- Running budget reports

Ch.23 Tracking finances with reports and graphs

Finding the right reports -- Running reports -- Adding comments to reports -- Printing and saving reports -- Customizing reports -- Memorizing reports -- Swapping reports between company files

Part Four: QuickBooks power

Ch.24 Banking online with QuickBooks

Setting up your accounts for online services -- Exchaning data with your bank -- Banking online using express mode -- Banking online using classic mode

Ch.25 Configuring preferences to fit your company

Preferences: The basics -- Accounting -- Bills -- Calendar -- Checking -- Desktop view -- Finance charge -- General -- Integrated applications -- Items & inventory -- Jobs & estimates -- Multiple currencies -- Payments -- Payroll & employees -- Reminders -- Reports and graphs -- Sales & customers -- Sales tax -- Search -- Send forms -- Service connection -- Spelling -- Tax: 1099 -- Time & expenses

Ch.26 Integrating QuickBooks with other programs

Mail merge to a Word document -- Synchronizing contacts -- Working with other apps -- Exportng QuickBooks data -- Importing data from other programs

Ch.27 Customizing QuickBooks

Customizing the home page -- Fast access to favorite features -- Customizing the company snapshot -- Customizing forms

Ch.28 Keeping your QuickBooks data secure

Setting up the administrator -- Creating QuickBooks users -- Restricting access to features and data

Part Five: Appendixes

Appendix A: Installing QuickBooks

Before you install -- Installing QuickBooks -- Registering QuickBooks -- Setting up QuickBooks on a network -- Where to store you company files

Appendix B: Help, support, and other resources

QuickBooks help -- Intuit community -- Other kinds of help -- Other help resources -- QuickBooks training

Appendix C: QuickBooks shortcuts

Appendix D: Working with intuit QuickBooks payroll services

Appendix E: Using intuit e-Invoicing

Appendix F: Tracking time with the standalone QuickBooks pro timer

Appendix G: Advanced form customization

Summary

How can you make your bookkeeping workflow smoother and faster? Simple. With this Missing Manual, you’re in control: you get step-by-step instructions on how and when to use specific features, along with basic bookkeeping and accounting advice to guide you through the learning process. Discover new and improved features like the Insights dashboard and easy report commenting. You’ll soon see why this book is the Official Intuit Guide to QuickBooks 2015.

27.00 BUS MGMT (10-102-3) BUS ED GEN (99-BEG-9)

Subject

QuickBooks.

Business education -- Management -- Popular works.

Small business -- Accounting -- Computer programs.

Small business -- Finance -- Computer programs.