Book description
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.
The important stuff you need to know:
- Get started fast. Quickly set up accounts, customers, jobs, and invoice items.
- Follow the money. Track everything from billable and unbillable time and expenses to income and profit.
- Keep your company financially fit. Examine budgets and actual spending, income, inventory, assets, and liabilities.
- Gain insights. Open a new dashboard that highlights your company’s financial activity and status the moment you log in.
- Spend less time on bookkeeping. Create and reuse bills, invoices, sales receipts, and timesheets.
- Find key info. Use QuickBooks’ Search and Find features, as well as the Vendor, Customer, Inventory, and Employee Centers.
Publisher resources
Table of contents
- QuickBooks 2015: The Missing Manual
- A Note Regarding Supplemental Files
- The Missing Credits
- Introduction
-
1. Setting Up QuickBooks
- 1. Creating a Company File
- 2. Getting Around in QuickBooks
- 3. Setting Up a Chart of Accounts
- 4. Setting Up Customers, Jobs, and Vendors
- 5. Setting Up Items
- 6. Data Entry Shortcuts for Lists
- 7. Setting Up Other QuickBooks Lists
-
2. Bookkeeping
- 8. Tracking Time and Mileage
- 9. Paying for Expenses
-
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
- 11. Producing Statements
- 12. Transaction Timesavers
- 13. Managing Accounts Receivable
-
14. Bank Accounts and Credit Cards
- Entering Transactions in an Account Register
- Handling Bounced Checks
- Transferring Funds
-
Reconciling Accounts
- Preparing for the First Reconciliation
- Preparing for Every Reconciliation
- Starting a Reconciliation
- Reconciling Transactions
- Modifying Transactions During Reconciliation
- Stopping and Restarting a Reconciliation
- Reconciliation Reports
- Correcting Discrepancies
- Undoing the Last Reconciliation
- When Your Bank Makes a Mistake
- Managing Loans
- 15. Doing Payroll
- 16. Making Journal Entries
- 17. Performing Year-End Tasks
-
3. Managing Your Business
- 18. Keeping Track of Financial Tasks
- 19. Managing QuickBooks Files
- 20. Managing Inventory
- 21. Working with Sales Tax
- 22. Budgeting and Planning
- 23. Tracking Finances with Reports and Graphs
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4. QuickBooks Power
- 24. Banking Online with QuickBooks
-
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
- 26. Integrating QuickBooks with Other Programs
- 27. Customizing QuickBooks
- 28. Keeping Your QuickBooks Data Secure
- 5. Appendixes
- Index
- About the Author
- Copyright
Product information
- Title: QuickBooks 2015: The Missing Manual
- Author(s):
- Release date: October 2014
- Publisher(s): O'Reilly Media, Inc.
- ISBN: 9781491948712
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