Books & Videos

Table of Contents

  1. Getting Started

    1. Chapter 1 Creating a Company in QuickBooks

      1. Opening QuickBooks
      2. Creating a New Company
      3. Steps to Take Before You Create Your Company File
      4. Starting the EasyStep Interview
      5. Income & Expenses
      6. Income Details
      7. Opening Balances
      8. Open an Existing Company File
      9. Convert a Quicken File to QuickBooks
      10. Restore a Backup File
      11. Modifying Company Information
    2. Chapter 2 Setting Up a Chart of AccountsChart of Accounts

      1. Chart of AccountsobtainingObtaining a Chart of Accounts
      2. Account Naming and Numbering
      3. Creating Accounts and Subaccounts
      4. Modifying Accounts
      5. Merging accountsMerging Accounts
      6. AccountshidingHiding and Deleting accountsDeleting Accounts
    3. Chapter 3 Setting Up CustomersCustomers and JobsJobs

      1. What to Do Before You Create Customers and Jobs
      2. Creating Customers in QuickBooks
      3. Importing and Exporting Customer Information
      4. Creating Jobs in QuickBooks
      5. Modifying Customer and Job Information
      6. Customersadding notes aboutAdding Notes About Customers
      7. Merging customer recordsMerging Customer Records
      8. Hiding and Deleting Customers
    4. Chapter 4 Setting Up Invoice ItemsItems

      1. What Items Do
      2. When You Don't Need Items
      3. Should You Track Inventory with ItemsItems?
      4. The QuickBooks Item Types
      5. Planning itemsPlanning Your Sales taxitemsItems
      6. Creating Items
      7. Modifying itemsModifying Items
      8. ItemshidingHiding and Deleting ItemsItems
    5. Chapter 5 Setting Up Other QuickBooks Lists

      1. The Vendor ListVendor List
      2. Classes
      3. Price Levels
      4. Customer & Vendor Profile Lists
      5. Memorized Transactions
      6. Fixed Asset Items ListFixed Asset Items
      7. Creating list entriesCreating and Editing List Entries
      8. Merging List Entries
      9. Hiding and Deleting Making list entries inactiveList Entries
      10. List entriessortingSorting Lists
      11. Printing listsPrinting Lists
    6. Chapter 6 PreferencesconfiguringConfiguring Preferences to Fit Your Company

      1. An Introduction to Preferences
      2. Accounting Preferences
      3. PreferencescheckingChecking
      4. Desktop view preferencesDesktop View
      5. Preferencesfinance chargeFinance Charge
      6. General
      7. PreferencesjobsJobs & Estimate preferencesEstimates
      8. PreferencespayrollPayroll & PreferencesemployeeEmployees
      9. Purchase preferencesPurchases & Vendor preferencesVendors
      10. ChecksremindersReminders
      11. Reports & Graphs
      12. Sales & Customers
      13. Sales tax preferencesSales Tax
      14. Send Forms
      15. Spelling preferencesSpelling
      16. Tax preferencesTax: 1099
      17. Time Tracking
    7. Chapter 7 Managing QuickBooks Files

      1. Company filewhere to storeWhere to Store Your Company Files
      2. Company filebacking upBacking Up Files
      3. Restoring backups BackupsrestoringRestoring Backups
      4. Verifying dataVerifying Your QuickBooks Data
      5. Archiving filesArchiving and Condensing filesCondensing Files
      6. Deleting filesDeleting Archiving filesFiles
  2. Accounting with QuickBooks

    1. Chapter 8 Invoicing

      1. Choosing the Right Type of Form
      2. Creating invoicesCreating Invoices
      3. Filling in Invoice Invoicesheader fieldsHeader Fields
      4. The Rest of the Invoicesheader fieldsHeader Fields
      5. Entering Invoice Line items Invoicesline itemsLine Items
      6. InvoicingInvoicing for Invoicesbackordered products Backordered productsinvoicingBackordered Products
      7. Memorizing recurring invoices InvoicesmemorizingMemorizing Recurring Invoices
      8. Estimating jobsEstimating Jobs
      9. EstimatescreatingCreating Progress invoicesProgress Invoices
      10. Producing StatementsStatements
      11. Finding invoicesFinding Invoicing InvoicesfindingInvoices (and other Sales Forms)
      12. Editing invoicesEditing InvoicingInvoices and Sales Receipts
      13. Voiding and Deleting Editing invoices Editing sales receipts Invoicing InvoiceseditingInvoices and Sales Receipts
      14. Handling RefundsRefunds and CreditsCredits
      15. Sending invoices Sending sales formsSending Sales Forms
    2. Chapter 9 Managing Accounts ReceivableAccounts Receivable

      1. The Reportsaging Aging receivableAging of Receivables
      2. Receiving paymentsReceiving Payments for Invoiced Income
      3. Applying credits to invoices Applying payments Invoicesapplying credits toApplying Credits to Invoices
      4. Discounting for Early payment discountsEarly Payment
      5. Working with DepositsDeposits, Down paymentsDown Payments, and RetainersRetainers
      6. Applying finance charges applyingFinance chargesApplying Finance Charges
      7. Cash salesCash Sales
      8. Making DepositsDeposits
    3. Chapter 10 Paying for Expenses

      1. When to Pay Expenses
      2. Entering Bills in QuickBooks
      3. Automating Recurring billsRecurring Bills
      4. Purchasing inventoryPurchasing Inventory
      5. Handling ExpensesreimbursableReimbursable ExpensesExpenses
      6. Paying billsPaying Your Bills
      7. Producing Checks
      8. Checkswriting without entering billsWriting Checks without Entering Bills
      9. Paying billsPaying with Cash
      10. BillspayingPaying with Credit Cards
      11. Recording vendor creditsRecording Vendor Credits
      12. Paying billsPaying Sales Tax
    4. Chapter 11 PayrollPayroll

      1. Choosing Undoing a reconciliationa PayrollPayroll Service
      2. Getting Started
      3. Setting Up Payroll PayrollitemsItems
      4. Setting Up Employee recordsEmployee Records
      5. Entering Historical PayrollPayroll
      6. Steps to Take Before Running a PayrollPayroll
      7. Running payrollRunning Payroll
      8. Paying payroll taxesPaying Payroll Taxes
      9. Preparing Payroll Payrolltax formsTax Forms
    5. Chapter 12 Managing Bank Accounts, Credit Cards, and Petty Cash

      1. Entering transactions directly in an account registerEntering Transactions in an Account Register
      2. Handling Bounced checksBounced Checks
      3. Transferring fundsTransferring Funds
      4. Reconciling accountsReconciling Accounts
      5. Managing LoansLoans
      6. Tracking Petty cashPetty Cash
    6. Chapter 13 Making Journal Entries

      1. Balancing Journal entriesdebitsDebits and Journal entriescredits Creditsin journal entriesCredits
      2. Some Reasons to Use Journal Entries
      3. Creating journal entries Journal entriesCreating General Journal Entries
      4. Filling in General Journal Entry Fields
      5. Checking General Journal entriesJournal Entries
      6. ReclassificationsReclassifications and CorrectionsCorrections
      7. Depreciation
    7. Chapter 14 Working with Financial Statements

      1. The Profit and Loss Report
      2. The Statement of Cash Flow reports Cash flowreportsStatement of Cash Flow
  3. Managing Your Business

    1. Chapter 15 End-of-year tasksEnd-of-Year Tasks

      1. Viewing the Trial Balance reportsTrial Balance
      2. Generating Reportsyear-endYear-End Financial Reports
      3. Generating Tax reportsTax Reports
      4. 1099s1099s
    2. Chapter 16 Managing Inventory

      1. The QuickBooks InventoryInventory Process
      2. Running Inventory InventoryreportsReports
      3. Performing a Physical InventoryInventory
      4. Adjusting inventoryAdjusting Inventory in QuickBooks
    3. Chapter 17 Tracking Time and Mileage

      1. Setting Up Time Tracking
      2. Entering Time in Timesheets TimetimesheetsTimesheets
      3. Setting Up the Standalone TimerTimer
      4. Using Timer to Track Time
      5. Running Time TimereportsReports
      6. Tracking time and mileageTracking Mileage
      7. Generating Mileage Reports
    4. Chapter 18 Budgeting and Planning

      1. BudgetstypesTypes of BudgetsBudgets
      2. Ways to Build Budgets
      3. BudgetscreatingCreating Budgets in QuickBooks
      4. Filling in Budget Values
      5. Creating Additional Customer: Job or Class BudgetsBudgets
      6. BudgetscopyingCopying Budgets and Creating Budgetswhat-if scenariosWhat-If Budgets
      7. Running Budget BudgetsreportsReports
      8. PlanningPlanning with QuickBooks Decision toolsDecision Tools
    5. Chapter 19 Tracking Your Business with ReportsReports

      1. Finding the Right Reports
      2. A Quick Guide to QuickBooks Reports
      3. A Review of Report ReminderspreferencesPreferences
      4. Running Reports
      5. Printing and Saving Reports
      6. Customizing reportsCustomizing Reports
      7. Date ranges for reportsDate Ranges
      8. Subtotals for reportsSubtotals
      9. Customizing reportsCustomizing the ReportsColumnsColumns in Reports
      10. Sorting reportsSorting Customizing reportsReports
      11. Filtering Reports
      12. Report Headers and footers for reportsHeaders and Footers
      13. Fonts in reportsFonts and Numbers in reportsNumbers
      14. Memorizing reportsMemorizing Reports
      15. Swapping Reports Between Company Files
      16. Importing Report Templates
  4. QuickBooks Power

    1. Chapter 20 Online Banking Services

      1. Setting Up Your Internet Connection
      2. Accounts modifyingsetting for online servicesSetting Up Your Accounts for Online Services
      3. Exchanging Data with Your Financial Institution
      4. Creating Online itemsOnline Items for Direct Connections
      5. Viewing downloaded transactionsViewing and Matching Downloaded Transactions
      6. Paying bills onlinePaying Bills Online
    2. Chapter 21 Sharing QuickBooks Data with Other Programs

      1. Mail Merge to a Word DocumentMail Merge to a Word Document
      2. Synchronizing contactsSynchronizing Contacts
      3. Finding Third-Party Integrated applicationsIntegrated Applications
      4. Setting Up an Integrated Application
      5. Exporting QuickBooks Data
      6. Importing data from other programsImporting Data from Other Programs
      7. QuickBooks QuickBooksAdd-on ServicesAdd-on Services
    3. Chapter 22 Customizing QuickBooks

      1. Customizing the icon barCustomizing the Icon Bar
      2. Customizing the icon bar Customizing the shortcut list Shortcut ListcustomizingCustomizing the Shortcut List
      3. Customizing forms Shortcut Listcustomizing FormscustomizingCustomizing Forms
    4. Chapter 23 Keeping Your QuickBooks Data Secure

      1. Setting Administratorsetting up Setting up the administratorSetting Up the AdministratorAdministrator
      2. Userscreating Creating users Creating QuickBooks usersCreating QuickBooks Users
      3. Restricting People's Access to Features and Data
      4. Audit Trails
  5. Appendices

    1. Chapter A Installing QuickBooksInstalling QuickBooks

      1. Before You Install
      2. Installing QuickBooksInstalling QuickBooks
      3. Registering QuickBooks QuickBooksregisteringRegistering QuickBooks
      4. Setting up QuickBooks on a Network Net profitsetting up QuickBooks on QuickBookssetting up on a networkSetting Up QuickBooks on a Network
    2. Chapter B Finding Help

      1. QuickBooks Help
      2. QuickBooksHelpHelp As You Work
      3. Other Help & SupportHelp Resources
    3. Chapter C Keyboard Shortcuts

      1. Task Shortcuts
      2. Working with Transactions
      3. Dates
      4. Moving Around in QuickBooks Windows
      5. Miscellaneous QuickBooks Shortcuts
  1. Colophon