Home Page Icon
Home Page
Table of Contents for
Cover Page
Close
Cover Page
by Laura Madeira
QuickBooks® 2014 In Depth
Title Page
Copyright Page
Dedication
Contents at a Glance
Contents
About the Author
About the Technical Editor
Acknowledgments
We Want to Hear from You!
Reader Services
Introduction
How This Book Is Organized
Conventions Used in This Book
What’s New in QuickBooks 2014
New and Improved Features
For the Accounting Professional
For QuickBooks Enterprise Users
QuickBooks Enterprise with Advanced Pricing
1. Getting Started with QuickBooks
Understanding QuickBooks
Using QuickBooks Sample Data
Creating a New QuickBooks File
Converting from Other Accounting Software
Setting Up Users and Permissions
User Security in QuickBooks Enterprise
Reporting on User Activity
2. Getting Around QuickBooks
Home Page and Navigation
Tutorials
Preferences
Help Options
Selecting a Company File to Open
3. Accounting 101
Basic Principles of Accounting
Basic Financial Reports
Accounting Checklist to Help You Manage Your Financials
Setting Up a QuickBooks Data File for Accrual or Cash Basis Reporting
4. Understanding QuickBooks Lists
Chart of Accounts
Items
Class
Customer Type
Managing Lists
Reporting on Lists
Finding and Fixing Chart of Account Errors
Finding and Fixing Item List Errors
5. Setting Up Inventory
Inventory Features by QuickBooks Edition
Enabling Inventory Preferences
Inventory Item Type Descriptions
Adding or Editing Inventory Items
Proper Inventory Processes
6. Managing Inventory
Adjusting Inventory
Inventory Reporting
How QuickBooks Handles Negative Inventory
7. Setting Up Vendors
Customizing Your Home Page for Vendor Activities
Preferences That Affect Accounts Payable
Working with the Vendor Center
The Accounts Payable Process
8. Managing Vendors
Accounts Payable Reporting
Correcting Accounts Payable Errors
Handling Unique Accounts Payable Transactions
9. Setting Up Customers
Customizing Home Page Customer Activities
Preferences That Affect Accounts Receivable
Working with the Customer Center
Working with Prospects in the Lead Center
Setting Up Sales Tax
Creating Price Level Lists
Using Advanced Pricing in QuickBooks Enterprise
Creating Payment Terms
Customizing QuickBooks Forms
Accounts Receivable Processes
10. Managing Customers
Accounts Receivable Reporting
Sales Tax Payable Reports
Paying Sales Tax
Correcting Accounts Receivable Errors
Correcting Sales Tax Errors
Correcting Undeposited Funds Account Errors
Unique Customer Transactions
Unique Sales Tax Transactions
11. Setting Up Payroll
Getting Started
Setting Up Employees
Setting Up Payroll Items
Paying Employees
Preparing Payroll Liability Payments
12. Managing Payroll
Report Center Payroll Reports
Excel Reports
Tax Forms and Filings
Troubleshooting Payroll
Recording Unique Payroll Transactions
13. Working with Bank and Credit Card Accounts
Preferences That Affect Banking and Credit Card Management
Working with Write Check Transactions
Entering a Bank Debit Charge
Entering Credit Card Charges
Paying the Credit Card Bill
Transferring Funds Between Bank Accounts
Bank Feeds
Reconciling the Bank or Credit Card Account
Troubleshooting Reconciliations
14. Reporting in QuickBooks
Using the Company Snapshot
Report Center
Reports & Graphs Preferences
Modifying Reports
Report Groups
Memorized Reports
Exporting and Importing Report Templates
Exporting Reports to a .CSV File or to Excel
Emailing Reports
15. Reviewing Your Data
Reviewing the Balance Sheet
Reviewing the Profit & Loss Report
Other Reviews
16. Sharing QuickBooks Data with Your Accountant
Overview
QuickBooks File Types
Data Sharing for the Business Owner
Data Sharing for the Accountant
Other Methods of Sharing Data
Client and Accountant Collaboration
17. Managing Your QuickBooks Database
The QuickBooks Database
Keeping Your Software Current
Protecting Your QuickBooks Database
Monitoring Your QuickBooks Database
QuickBooks Database Corruption
18. Using Other Planning and Management Tools
Planning and Budgeting
QuickBooks Loan Manager
Using the Year-End Guide
Synchronizing QuickBooks Lists with Microsoft Outlook
Using the QuickBooks Timer
A. Client Data Review
Introduction: Features and Benefits
Accessing Client Data Review Tools and Features
Customizing the Accountant Center
Customizing the Client Data Review Center
Account Balances
Review List Changes
Accounts Receivable
Accounts Payable
Sales Tax
Inventory
Payroll
Bank Reconciliation
Miscellaneous
Finishing a Client Data Review
Reopening a Client Data Review
Reporting on Review Activity
Creating an External Accountant User
B. QuickBooks Statement Writer
Overview
Getting Started
Using the Report Designer
Opening a Previously Created Report
Creating a New Report from a Memorized Report
Modifying a Statement Writer Report in Excel
Working with Supporting Documents
Printing or Exporting a Statement Writer Report
C. QuickBooks Enterprise Solutions Features
QuickBooks Enterprise Customization
QuickBooks Enterprise Inventory
QuickBooks Enterprise with Advanced Inventory
QuickBooks Enterprise with Advanced Pricing
QuickBooks Enterprise Reporting
D. QuickBooks Shortcuts
Editing QuickBooks Transactions and Lists
Opening QuickBooks Dialog Boxes and Lists
Memorized Transactions
Standard Text Editing
Opening QuickBooks Data Files
QuickBooks Date Shortcuts
Miscellaneous Shortcuts
Search in book...
Toggle Font Controls
Playlists
Add To
Create new playlist
Name your new playlist
Playlist description (optional)
Cancel
Create playlist
Sign In
Email address
Password
Forgot Password?
Create account
Login
or
Continue with Facebook
Continue with Google
Sign Up
Full Name
Email address
Confirm Email Address
Password
Login
Create account
or
Continue with Facebook
Continue with Google
Next
Next Chapter
Title Page
Add Highlight
No Comment
..................Content has been hidden....................
You can't read the all page of ebook, please click
here
login for view all page.
Day Mode
Cloud Mode
Night Mode
Reset