Books & Videos

Table of Contents

  1. Setting Up QuickBooks

    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. Modifying Company Information
      6. What's Next
      7. Opening an Existing Company File
      8. Converting from Another Program to QuickBooks
    2. Chapter 2 Setting Up a Chart of Accounts

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

      1. 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. Adding Notes About Customers
      7. Merging Customer Records
      8. Hiding and Deleting Customers
    4. Chapter 4 Setting Up Invoice Items

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

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

      1. Where to Store Your Company Files
      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 7 Tracking Time and Mileage

      1. Setting Up Time Tracking
      2. Entering Time in Timesheets
      3. Setting Up the Standalone Timer
      4. Using Timer to Track Time
      5. Running Time Reports
      6. Tracking Mileage
      7. Generating Mileage Reports
    2. Chapter 8 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 Credits
      12. Paying Sales Tax
    3. Chapter 9 Invoicing

      1. Choosing the Right Type of Form
      2. Sales Forms and Accounts
      3. Creating Invoices
      4. Invoicing for Billable Time and Costs
      5. Invoicing for Backordered Products
      6. Memorizing Recurring Invoices
      7. Estimating Jobs
      8. Creating Progress Invoices
      9. Producing Statements
      10. Finding Invoices (and Other Transactions)
      11. Editing Invoices and Sales Receipts
      12. Voiding and Deleting Invoices and Sales Receipts
      13. Handling Refunds and Credits
      14. Sending Sales Forms
    4. Chapter 10 Managing Accounts Receivable

      1. The Aging of Receivables
      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
    5. Chapter 11 Doing Payroll

      1. Choosing a Payroll Service
      2. Applying for a Payroll Service
      3. Setting Up Payroll
      4. Entering Historical Payroll
      5. Running Payroll
      6. Paying Payroll Taxes
      7. Preparing Payroll Tax Forms
    6. Chapter 12 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
    7. Chapter 13 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
    8. Chapter 14 Generating Financial Statements

      1. The Profit & Loss Report
      2. The Balance Sheet
      3. The Statement of Cash Flows
    9. Chapter 15 Performing End-of-Year Tasks

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

    1. Chapter 16 Managing Inventory

      1. The QuickBooks Inventory Process
      2. Running Inventory Reports
      3. Performing a Physical Inventory
      4. Adjusting Inventory in QuickBooks
    2. Chapter 17 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 18 Tracking Your Business with Reports

      1. Finding the Right Reports
      2. A Quick Guide to QuickBooks Reports
      3. A Review of Report Preferences
      4. Running Reports
      5. Printing and Saving Reports
      6. Customizing Reports
      7. Memorizing Reports
      8. Swapping Reports Between Company Files
  4. QuickBooks Power

    1. Chapter 19 Online Banking Services

      1. Setting Up Your Internet Connection
      2. Setting Up Your Accounts for Online Services
      3. Exchanging Data with Your Bank
      4. Creating Online Items for Direct Connections
      5. Matching Downloaded Transactions
      6. Paying Bills Online
    2. Chapter 20 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. Items & Inventory
      9. Jobs & Estimates
      10. Payroll & Employees
      11. Reminders
      12. Reports and Graphs
      13. Sales & Customers
      14. Sales Tax
      15. Send Forms
      16. Spelling
      17. Tax: 1099
      18. Time & Expenses
    3. Chapter 21 Integrating QuickBooks with Other Programs

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

      1. Customizing the Desktop
      2. Customizing the Home Page
      3. Customizing the Icon Bar
      4. Customizing Forms
      5. Managing Templates
    5. Chapter 23 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. Running QuickBooks for the First Time
      4. Registering QuickBooks
      5. Setting Up QuickBooks on a Network
    2. Appendix Help, Support, and Other Resources

      1. QuickBooks Help
      2. Other Kinds of Help
      3. Other Help Resources
      4. QuickBooks Training
    3. Appendix Keyboard Shortcuts

      1. Task Shortcuts
      2. Transaction Shortcuts
      3. Date Shortcuts
      4. Window Shortcuts
      5. Miscellaneous Shortcuts
  1. Colophon