Books & Videos

Table of Contents

  1. Getting Started

    1. Chapter 1 Creating a Company File

      1. Opening QuickBooks
      2. Before You Create a Company File
      3. Creating a Company File
      4. Modifying Company Info
      5. What’s Next?
      6. Opening an Existing Company File
      7. Converting from Another Program to QuickBooks
    2. Chapter 2 Getting Around in QuickBooks

      1. The Home Page
      2. The Company Snapshot
      3. Your Financial Calendar
      4. Menus and the Icon Bars
      5. Switching Among Open Windows
    3. Chapter 3 Setting Up a Chart of Accounts

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

      1. Creating Customers in QuickBooks
      2. Creating Jobs in QuickBooks
      3. Modifying Customer and Job Information
      4. Categorizing Customers and Jobs
      5. Adding Notes
      6. Working with Leads
      7. Merging Customer Records
      8. Hiding and Deleting Customers
      9. Setting Up Vendors
      10. Data Entry Shortcuts
      11. Tracking To-Dos
    5. Chapter 5 Setting Up 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. Categorizing with Classes
      2. Price Levels
      3. Customer and Vendor Profile Lists
      4. Fixed Asset Items
      5. Creating and Editing List Entries
      6. Hiding and Deleting List Entries
      7. Sorting Lists
      8. 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. Condensing 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. Recording Vendor Refunds and Credits
      7. Paying Your Bills
      8. Producing Checks
      9. Writing Checks Without Entering Bills
      10. Paying with Cash
      11. Paying with Credit Cards
      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. Recording Transactions from a Payroll Service
      3. Using an Intuit Payroll Service
    8. Chapter 15 Bank Accounts 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. Creating Additional Customer: Job or Class Budgets
      5. Creating and Copying Budgets with Excel
      6. Filling in Budget Values
      7. Running Budget Reports
    3. Chapter 21 Working with 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. 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. Preferences: The Basics
      2. Accounting
      3. Bills
      4. Calendar
      5. Checking
      6. Desktop View
      7. Finance Charge
      8. General
      9. Integrated Applications
      10. Items & Inventory
      11. Jobs & Estimates
      12. Multiple Currencies
      13. Payments
      14. Payroll & Employees
      15. Reminders
      16. Reports and Graphs
      17. Sales & Customers
      18. Sales Tax
      19. Search
      20. Send Forms
      21. Spelling
      22. Tax: 1099
      23. Time & Expenses
    3. Chapter 24 Integrating QuickBooks with Other Programs

      1. Mail Merge to a Word Document
      2. Synchronizing Contacts
      3. Working with Third-Party Programs
      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 Features
      4. Customizing the Company Snapshot
      5. Customizing Forms
    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. Intuit Community
      3. Other Kinds of Help
      4. Other Help Resources
      5. QuickBooks Training