QuickBooks 2014: The Missing Manual
The Official Intuit Guide to QuickBooks 2014
1st Edition
Published on 3. December 2013
Book
Paperback/Softback
808 pages
978-1-4493-4175-6 (ISBN)
Description
How can you make your bookkeeping workflow smoother and faster? Simple. With this Missing Manual, you're in control of QuickBooks 2014 for Windows. You get step-by-step instructions on how and when to use specific features, along with basic accounting advice to guide you through the learning process. That's why this book is the Official Intuit Guide to QuickBooks 2014.
The important stuff you need to know:
* Get started. Quickly set up your accounts, customers, jobs, and invoice items.
* Learn new features. Get up to speed on the Bank Feed Center, Income Tracker, and other improvements.
* Follow the money. Track everything from billable time and expenses to income and profit.
* Spend less time on bookkeeping. Use QuickBooks to create and reuse bills, invoices, sales receipts, and timesheets.
* Keep your company financially fit. Examine budgets and actual spending, income, inventory, assets, and liabilities.
* Find key info fast. Rely on QuickBooks' Search and Find features, as well as the Vendor, Customer, Inventory, and Employee Centers.
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Person
Bonnie Biafore is a Project Management Professional (PMP) with more than 25 years' experience helping clients, large and small, make project management excellence part of their business strategies. She is the author of 26 books about project management, investing, personal finance, Microsoft Project, QuickBooks, and other software programs.
Content
The Missing Credits;
About the Author;
About the Creative Team;
Acknowledgements;
The Missing Manual Series;
Introduction;
What's New in QuickBooks 2014;
When QuickBooks May Not Be the Answer;
Choosing the Right Edition;
Accounting Basics: The Important Stuff;
About This Book;
About the Outline;
The Very Basics;
About¿These¿Arrows;
About the Online Resources;
Safari® Books Online;
Part 1: Setting Up QuickBooks;
Chapter 1: Creating a Company File;
1.1 Opening QuickBooks;
1.2 Before You Create a Company File;
1.3 Creating a Company File;
1.4 Converting from Another Program to QuickBooks;
1.5 Opening an Existing Company File;
1.6 Modifying Company Info;
Chapter 2: Getting Around in QuickBooks;
2.1 Menus and the Icon Bars;
2.2 Switching among Open Windows;
2.3 The Home Page;
2.4 The Company Snapshot;
Chapter 3: Setting Up a Chart of Accounts;
3.1 Acquiring a Chart of Accounts;
3.2 Planning the Chart of Accounts;
3.3 Creating Accounts and Subaccounts;
3.4 Working with Accounts;
Chapter 4: Setting Up Customers, Jobs, and Vendors;
4.1 Creating Customers in QuickBooks;
4.2 Creating Jobs in QuickBooks;
4.3 Setting Up Vendors;
4.4 Working with Customers, Jobs, and Vendors;
4.5 Managing Leads;
Chapter 5: Setting Up Items;
5.1 What Items Do;
5.2 When You Don't Need Items;
5.3 Should You Track Inventory with Items?;
5.4 Planning Your Items;
5.5 Creating Items;
5.6 Service Items;
5.7 Product Items;
5.8 Other Types of Items;
5.9 Working with Items;
Chapter 6: Data Entry Shortcuts for Lists;
6.1 Adding and Editing Multiple Records;
6.2 Importing Customer, Vendor, and Item Information;
Chapter 7: Setting Up Other QuickBooks Lists;
7.1 Categorizing with Classes;
7.2 Price Levels;
7.3 Customer and Vendor Profile Lists;
7.4 Fixed Asset Items;
7.5 Managing Lists;
Part 2: Bookkeeping;
Chapter 8: Tracking Time and Mileage;
8.1 Setting Up Time Tracking;
8.2 Entering Time in QuickBooks;
8.3 Running Time Reports;
8.4 Tracking Mileage;
8.5 Generating Mileage Reports;
Chapter 9: Paying for Expenses;
9.1 When to Pay Expenses;
9.2 Entering Bills;
9.3 Recording a Deposit to a Vendor;
9.4 Handling Reimbursable Expenses;
9.5 Paying Your Bills;
9.6 Writing Checks Without Entering Bills;
9.7 Producing Checks;
9.8 Paying Using Other Payment Methods;
9.9 Recording Vendor Refunds and Credits;
9.10 Running Expense-Related Reports;
Chapter 10: Invoicing;
10.1 Choosing the Right Type of Form;
10.2 Sales Forms and Accounts;
10.3 Creating Invoices;
10.4 Creating Batch Invoices;
10.5 Deposits, Down Payments, and Retainers;
10.6 Invoicing for Billable Time and Costs;
10.7 Invoicing for Backordered Products;
10.8 Estimating Jobs;
10.9 Creating Progress Invoices;
10.10 Handling Customer Refunds and Credits;
10.11 Modifying Invoices;
Chapter 11: Producing Statements;
11.1 Generating Statements;
Chapter 12: Transaction Timesavers;
12.1 Printing Forms;
12.2 Emailing Forms;
12.3 Memorizing Transactions;
12.4 Finding Transactions;
Chapter 13: Managing Accounts Receivable;
13.1 Receivables Aging;
13.2 Receiving Payments for Invoiced Income;
13.3 Applying Credits to Invoices;
13.4 Discounting for Early Payment;
13.5 Correcting Misapplied Customer Payments;
13.6 Applying Finance Charges;
13.7 Cash Sales;
13.8 Making Deposits;
Chapter 14: Bank Accounts and Credit Cards;
14.1 Entering Transactions in an Account Register;
14.2 Handling Bounced Checks;
14.3 Transferring Funds;
14.4 Reconciling Accounts;
14.5 Managing Loans;
Chapter 15: Doing Payroll;
15.1 Getting Started with QuickBooks Payroll;
15.2 Intuit Payroll Services;
15.3 Signing Up for an Intuit Payroll Service;
15.4 Setting Up Payroll in QuickBooks;
15.5 Running Payroll;
15.6 Paying Payroll Liabilities;
15.7 Preparing Payroll Tax Forms;
15.8 Running Payroll Reports;
15.9 Recording Transactions from a Payroll Service;
15.10 Paying Yourself;
Chapter 16: Making Journal Entries;
16.1 Balancing Debit and Credit Amounts;
16.2 Some Reasons to Use Journal Entries;
16.3 Creating Journal Entries;
16.4 Checking Journal Entries;
16.5 Reclassifications and Corrections;
16.6 Recording Depreciation with Journal Entries;
16.7 Recording Owners' Contributions;
Chapter 17: Performing Year-End Tasks;
17.1 Checking for Problems;
17.2 Viewing Your Trial Balance;
17.3 Generating Financial Reports;
17.4 Generating Tax Reports;
17.5 Sharing a Company File with Your Accountant;
17.6 1099s;
17.7 Closing the Books for the Year;
Part 3: Managing Your Business;
Chapter 18: Keeping Track of Financial Tasks;
18.1 Tracking To-Dos;
18.2 Adding Notes;
18.3 Reminders;
18.4 Your Financial Calendar;
Chapter 19: Managing QuickBooks Files;
19.1 Switching Between Multi- and Single-User Mode;
19.2 Backing Up Files;
19.3 Restoring Backups;
19.4 Sending Company Files to Others;
19.5 Verifying Your QuickBooks Data;
19.6 Condensing Data;
19.7 Cleaning Up after Deleting Files;
Chapter 20: Managing Inventory;
20.1 Following the Inventory Money Trail;
20.2 Setting Up Inventory Items;
20.3 Purchasing Inventory;
20.4 Selling Inventory;
20.5 Running Inventory Reports;
20.6 Working with the Inventory Center;
20.7 Performing a Physical Inventory;
20.8 Adjusting Inventory in QuickBooks;
Chapter 21: Working with Sales Tax;
21.1 Setting Up Sales Tax;
21.2 Producing Reports of the Sales Tax You Owe;
21.3 Paying Sales Tax;
Chapter 22: Budgeting and Planning;
22.1 Types of Budgets;
22.2 Ways to Build Budgets;
22.3 Creating Budgets in QuickBooks;
22.4 Creating Customer:Job or Class Budgets;
22.5 Filling in Budget Values;
22.6 Creating and Copying Budgets with Excel;
22.7 Running Budget Reports;
Chapter 23: Tracking Finances with Reports and Graphs;
23.1 Finding the Right Reports;
23.2 Running Reports;
23.3 Printing and Saving Reports;
23.4 Customizing Reports;
23.5 Memorizing Reports;
23.6 Swapping Reports Between Company Files;
Part 4: QuickBooks Power;
Chapter 24: Banking Online with QuickBooks;
24.1 Setting Up Your Accounts for Online Services;
24.2 Exchanging Data with Your Bank;
24.3 Banking Online Using Express Mode;
24.4 Banking Online Using Classic Mode;
Chapter 25: Configuring Preferences to Fit Your Company;
25.1 Preferences: The Basics;
25.2 Accounting;
25.3 Bills;
25.4 Calendar;
25.5 Checking;
25.6 Desktop View;
25.7 Finance Charge;
25.8 General;
25.9 Integrated Applications;
25.10 Items & Inventory;
25.11 Jobs & Estimates;
25.12 Multiple Currencies;
25.13 Payments;
25.14 Payroll & Employees;
25.15 Reminders;
25.16 Reports and Graphs;
25.17 Sales & Customers;
25.18 Sales Tax;
25.19 Search;
25.20 Send Forms;
25.21 Service Connection;
25.22 Spelling;
25.23 Tax: 1099;
25.24 Time & Expenses;
Chapter 26: Integrating QuickBooks with Other Programs;
26.1 Mail Merge to a Word Document;
26.2 Synchronizing Contacts;
26.3 Working with Other Apps;
26.4 Exporting QuickBooks Data;
26.5 Importing Data from Other Programs;
Chapter 27: Customizing QuickBooks;
27.1 Customizing the Home Page;
27.2 Fast Access to Favorite Features;
27.3 Customizing the Company Snapshot;
27.4 Customizing Forms;
Chapter 28: Keeping Your QuickBooks Data Secure;
28.1 Setting Up the Administrator;
28.2 Creating QuickBooks Users;
28.3 Restricting Access to Features and Data;
Part 5: Appendixes;
Installing QuickBooks;
Before You Install;
Installing QuickBooks;
Registering QuickBooks;
Setting Up QuickBooks on a Network;
Where to Store Your Company Files;
Help, Support, and Other Resources;
QuickBooks Help;
Intuit Community;
Other Kinds of Help;
Other Help Resources;
QuickBooks Training;