Books & Videos

Table of Contents

  1. Getting Started

    1. Chapter 1 Creating a Company File

      1. Opening QuickBooks
      2. Before You Create Your Company File
      3. About the EasyStep Interview
      4. Starting the EasyStep Interview
      5. Modifying Company Info
      6. What’s Next?
      7. Opening an Existing Company File
      8. Converting from Another Program to QuickBooks
    2. Chapter 2 Getting Around in QuickBooks

      1. The QuickBooks Home Page
      2. The Company Snapshot
      3. Using Menus and the Icon Bar
      4. Switching Between Open Windows
    3. Chapter 3 Setting Up a Chart of Accounts

      1. Acquiring a Chart of Accounts
      2. Naming and Numbering Accounts
      3. Creating Accounts and Subaccounts
      4. Modifying Accounts
      5. Hiding and Deleting Accounts
      6. Merging Accounts
    4. Chapter 4 Setting Up Customers and Jobs

      1. Creating Customers in QuickBooks
      2. Customer Data Entry Shortcuts
      3. Creating Jobs in QuickBooks
      4. Modifying Customer and Job Information
      5. Categorizing Customers and Jobs
      6. Adding Notes About Customers
      7. Merging Customer Records
      8. Hiding and Deleting Customers
    5. Chapter 5 Setting Up Invoice Items

      1. What Items Do
      2. When You Don’t Need Items
      3. Should You Track Inventory with Items?
      4. Planning Your Items
      5. Creating Items
      6. Service Items
      7. Product Items
      8. Other Types of Items
      9. Setting Up Sales Tax
      10. Modifying Items
      11. Hiding and Deleting Items
    6. Chapter 6 Setting Up Other QuickBooks Lists

      1. The Vendor List
      2. Categorizing with Classes
      3. Price Levels
      4. Customer and Vendor Profile Lists
      5. Fixed Asset Items
      6. Creating and Editing List Entries
      7. Merging List Entries
      8. Hiding and Deleting List Entries
      9. Sorting Lists
      10. Printing Lists
    7. Chapter 7 Managing QuickBooks Files

      1. Switching Between Multi- and Single-User Mode
      2. Backing Up Files
      3. Restoring Backups
      4. Sending Company Files to Others
      5. Verifying Your QuickBooks Data
      6. Cleaning Up Data
      7. Cleaning Up After Deleting Files
  2. Bookkeeping

    1. Chapter 8 Tracking Time and Mileage

      1. Setting Up Time Tracking
      2. Entering Time in QuickBooks
      3. Running Time Reports
      4. Tracking Mileage
      5. Generating Mileage Reports
    2. Chapter 9 Paying for Expenses

      1. When to Pay Expenses
      2. Entering Bills
      3. Automating Recurring Bills
      4. Purchasing Inventory
      5. Handling Reimbursable Expenses
      6. Paying Your Bills
      7. Producing Checks
      8. Writing Checks Without Entering Bills
      9. Paying with Cash
      10. Paying with Credit Cards
      11. Recording Vendor Refunds and Credits
      12. Running Expense-Related Reports
      13. Paying Sales Tax
    3. Chapter 10 Invoicing

      1. Choosing the Right Type of Form
      2. Sales Forms and Accounts
      3. Creating Invoices
      4. Creating Batch Invoices
      5. Invoicing for Billable Time and Costs
      6. Invoicing for Backordered Products
      7. Estimating Jobs
      8. Creating Progress Invoices
      9. Handling Refunds and Credits
      10. Editing Invoices
      11. Voiding and Deleting Invoices
    4. Chapter 11 Producing Statements

      1. Generating Statements
    5. Chapter 12 Transaction Timesavers

      1. Printing Sales Forms
      2. Emailing Sales Forms
      3. Memorized Transactions
      4. Finding Transactions
    6. Chapter 13 Managing Accounts Receivable

      1. Receivables Aging
      2. Receiving Payments for Invoiced Income
      3. Applying Credits to Invoices
      4. Discounting for Early Payment
      5. Deposits, Down Payments, and Retainers
      6. Applying Finance Charges
      7. Cash Sales
      8. Making Deposits
    7. Chapter 14 Doing Payroll

      1. Paying Yourself
      2. Doing Payroll Yourself
      3. Adding Payroll Transactions from an Outside Service
      4. Choosing a Payroll Service
      5. Applying for a Payroll Service
      6. Setting Up Payroll
      7. Entering Historical Payroll
      8. Running Payroll
      9. Paying Payroll Taxes
      10. Preparing Payroll Tax Forms
    8. Chapter 15 Bank Accounts, Credit Cards, and Petty Cash

      1. Entering Transactions in an Account Register
      2. Handling Bounced Checks
      3. Transferring Funds
      4. Reconciling Accounts
      5. Managing Loans
      6. Tracking Petty Cash
    9. Chapter 16 Making Journal Entries

      1. Balancing Debit and Credit Amounts
      2. Some Reasons to Use Journal Entries
      3. Creating General Journal Entries
      4. Checking General Journal Entries
      5. Reclassifications and Corrections
      6. Recording Depreciation with Journal Entries
      7. Recording Owners’ Contributions
    10. Chapter 17 Generating Financial Statements

      1. The Profit & Loss Report
      2. The Balance Sheet
      3. The Statement of Cash Flows
      4. Other Helpful Financial Reports
    11. Chapter 18 Performing End-of-Year Tasks

      1. Checking for Problems
      2. Viewing Your Trial Balance
      3. Generating Year-End Financial Reports
      4. Generating Tax Reports
      5. Sharing a Company File with Your Accountant
      6. 1099s
      7. Closing the Books for the Year
  3. Managing Your Business

    1. Chapter 19 Managing Inventory

      1. The QuickBooks Inventory Process
      2. Running Inventory Reports
      3. Performing a Physical Inventory
      4. Adjusting Inventory in QuickBooks
    2. Chapter 20 Budgeting and Planning

      1. Types of Budgets
      2. Ways to Build Budgets
      3. Creating Budgets in QuickBooks
      4. Filling in Budget Values
      5. Creating Additional Customer:Job or Class Budgets
      6. Copying Budgets and Creating What-if Budgets
      7. Running Budget Reports
    3. Chapter 21 Working with QuickBooks Reports

      1. Finding the Right Reports
      2. Running Reports
      3. Printing and Saving Reports
      4. Customizing Reports
      5. Memorizing Reports
      6. Swapping Reports Between Company Files
  4. Quickbooks Power

    1. Chapter 22 Online Banking Services

      1. Setting Up Your Internet Connection
      2. Setting Up Your Accounts for Online Services
      3. An Intro to Exchanging Data with Your Bank
      4. Online Banking Using Side-by-side Mode
      5. Online Banking Using Register Mode
    2. Chapter 23 Configuring Preferences to Fit Your Company

      1. An Introduction to Preferences
      2. Accounting
      3. Bills
      4. Checking
      5. Desktop View
      6. Finance Charge
      7. General
      8. Integrated Applications
      9. Items & Inventory
      10. Jobs & Estimates
      11. Multiple Currencies
      12. Payments
      13. Payroll & Employees
      14. Reminders
      15. Reports and Graphs
      16. Sales & Customers
      17. Sales Tax
      18. Search
      19. Send Forms
      20. Spelling
      21. Tax: 1099
      22. Time & Expenses
    3. Chapter 24 Integrating QuickBooks with Other Programs

      1. Mail Merge to a Word Document
      2. Synchronizing Contacts
      3. Setting Up an Integrated Application
      4. Exporting QuickBooks Data
      5. Importing Data from Other Programs
    4. Chapter 25 Customizing QuickBooks

      1. Customizing the Desktop
      2. Customizing the Home Page
      3. Fast Access to Favorite Commands
      4. Customizing the Company Snapshot
      5. Customizing Forms
      6. Managing Templates
    5. Chapter 26 Keeping Your QuickBooks Data Secure

      1. Setting Up the Administrator
      2. Creating QuickBooks Users
      3. Restricting Access to Features and Data
      4. Audit Trails
  5. Appendixes

    1. Appendix Installing QuickBooks

      1. Before You Install
      2. Installing QuickBooks
      3. Registering QuickBooks
      4. Setting Up QuickBooks on a Network
      5. Where to Store Your Company Files
    2. Appendix Help, Support, and Other Resources

      1. QuickBooks Help
      2. Live Community
      3. Other Kinds of Help
      4. Other Help Resources
      5. QuickBooks Training
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