- About This eBook
- Title Page
- Copyright Page
- Acknowledgments
- Dedication
- About The Authors
- We Want To Hear From You!
- Reader Services
- Contents
- Introduction
- 1. Setting Up Your Company Accounts with the EasyStep Interview
- Introduction
- Installing QuickBooks
- Registering QuickBooks
- Setting Up QuickBooks in a Multiuser Office
- Transferring Data from Older Versions of QuickBooks
- Transferring Data from Quicken
- Practicing with the Sample Company Files
- Entering Data for a New Company
- Setting Up a Bank Account
- Setting Up Income and Expense Accounts
- Stopping, Restarting, and Completing the Interview
- 2. Setting Up and Using Payroll Features
- Introduction
- Setting Payroll and Employee Preferences
- Setting Up Employees
- Setting Up Employee Payroll Information
- Setting Up Employee Payroll Taxes
- Setting Up Sick and Vacation Benefits
- Setting Up Payroll Deductions
- Paying Employees
- Printing Paychecks
- Using Direct Deposit
- Preparing and Paying Payroll Liabilities
- Creating Employer Payroll Reports
- Reporting Payroll Taxes with Form 941
- Paying Federal Unemployment Compensation Taxes with Form 940
- Preparing W-2/W-3 Forms
- Setting Up Independent Contractors for 1099 Forms
- Setting 1099 Preferences
- Issuing 1099 Forms
- Outsourcing Payroll
- 3. Adding or Changing Information After the Initial Company Setup
- Introduction
- Setting General Preferences
- Setting Desktop View Preferences
- Setting Accounting Preferences
- Adding Accounts
- Using Account Numbers
- Sorting Lists
- Displaying Lists on Forms
- Adding Customers
- Working with the Customer Center
- Adding Vendors
- Adding Items
- Adding Multiple List Entries: Customers, Vendors, or Items
- Adding Information “On-the-Fly”
- Moving Items on a List
- Creating Subitems
- Editing Information on a List
- Marking List Items Inactive
- Deleting Entries on a List
- Merging Entries on a List
- Printing Lists
- Searching for Transactions
- 4. Invoicing and Collecting Income
- Introduction
- Setting Customers’ Preferences
- Creating an Invoice
- Creating Batch Invoices
- Previewing or Printing Invoices
- Emailing an Invoice
- Charging (or Billing) Expenses to a Customer
- Setting Finance Charge Preferences
- Creating a Monthly Statement
- Receiving Payments for Invoices
- Issuing a Credit or Refund
- Recording Cash Sales/Sales Receipts
- Making Bank Deposits
- Receiving Advances, Retainers, and Down Payments
- Issuing Discounts
- Tracking Accounts Receivable
- Using the Income Tracker
- Working with the Customer and Payments Snapshots
- Viewing the Open Invoices Report
- Using the Collections Center
- Creating a Collection Letter
- Recording Bad Debts
- Recording Bounced Checks
- Working with Multiple Currencies
- 5. Making Purchases and Recording Payments
- Introduction
- Setting Purchases and Vendors Preferences
- Working with the Vendor Center
- Using Purchase Orders
- Reporting on Open Purchase Orders
- Receiving Goods
- Receiving a Partial Order
- Viewing Aging and Unpaid Bills Reports
- Paying Bills
- Taking Discounts
- Using the Check Register
- Editing Bill Payments
- Deleting Bill Payments
- Setting Checking Preferences
- Writing Checks
- Printing Checks
- Voiding Checks
- 6. Collecting and Paying Sales Tax
- Introduction
- Setting Sales Tax Preferences
- Creating a Sales Tax Item
- Creating a Sales Tax Group
- Charging Sales Tax to Customers
- Entering Tax Status of Inventory Items
- Selling Tax-Exempt Items
- Selling Items to Tax-Exempt Customers
- Producing Monthly Sales Tax Reports
- Paying Sales Tax
- Taking a Discount for Early Payment
- 7. Using Time-Saving Features
- 8. Job Cost Estimating and Tracking
- 9. Tracking Time
- Introduction
- Setting Time Tracking Preferences
- Installing the Timer
- Exporting Information to the Timer
- Creating a New Timer File
- Creating a Timer Activity
- Using the Timer
- Sending Timer Data to QuickBooks
- Importing Timer Data into QuickBooks
- Viewing Timer Transactions
- Editing Timer Transactions
- Invoicing the Customer for Timer Activities
- 10. QuickBooks Tips and Tricks
- Introduction
- Setting Spelling Preferences
- Creating a Budget
- Preparing Budget Reports
- Setting Up Classes
- Using Classes on Sales and Purchase Forms
- Reporting on Classes
- Creating Payment Terms
- Customizing Forms Design
- Customizing Forms Data
- Making Journal Entries
- Using the QuickBooks Remote Access Feature
- Creating Mailing Labels
- 11. Using Bank Feeds and Online Banking
- Introduction
- Choosing Bank Feeds Mode
- Activating Bank Feeds
- Retrieving Online Transactions
- Manually Importing Transactions
- Quick Add Transactions to QuickBooks
- Adding More Details to Transactions
- Batch Adding Transactions
- Automatically Assigning Names and Accounts
- Assigning Transactions to Open Vendor Bills
- Deleting Transactions
- Making Online Payments
- Canceling Online Payments
- Transferring Money Between Accounts
- Getting Reports of Online Transactions
- 12. Preparing Income Tax Returns
- 13. Data Backup and Security
- 14. Using Inventory Features
- Introduction
- Activating Inventory
- Setting Up Inventory Items
- Adding to Your Inventory
- Editing Inventory Items
- Creating an Inventory Group
- Managing Sales Orders
- Setting Up Reminders to Replenish Your Inventory
- Preparing Inventory Reports
- Counting Your Inventory
- Adjusting Inventory Quantities
- Adjusting the Default Price of Inventory
- 15. Recording Your Assets
- 16. Recording Owners’ Equity
- 17. Recording Liabilities
- 18. Working with Reports in QuickBooks
- Introduction
- Looking at the Company Snapshot
- Using the Report Center
- Setting Report and Graph Preferences
- Modifying Reports
- Creating and Using Report Groups
- Memorizing Reports
- Importing and Exporting Report Templates
- Understanding Sharing and Contributed Reports
- Learning Other Reporting Tips and Tricks
- Workshops
- Index
Dedication
Michelle and Gail dedicate this book to our children, who make every day extraordinary; and our husbands, who put up with way too many late nights at the keyboard.
-
No Comment
..................Content has been hidden....................
You can't read the all page of ebook, please click here login for view all page.