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QuickBooks 2007 on Demand
QuickBooks 2007 on Demand is the ultimate reference for people who really want to learn how to use the most popular accounting program. Using a friendly seeit/do-it technique, QuickBooks 2007 on Demand gives you illustrated, full color, step-by-step explanations that put you in charge of your finances. Whether you keep this book right next to your
computer for quick reference or use it to train others, you’ll find this is an indispensable resource.
SEE HOW TO
* Produce and customize reports that show exactly how your company is doing
* Schedule transactions so you’ll never forget a due date again
* Bill time and expenses directly to customers
* Use the new QuickBooks features for 2007, including a redesigned Payroll Center and the new Accountant’s Copy that lets you keep working while your accountant reviews your books
* Create and use a budget
* Reconcile your bank account to the penny without waiting for the bank statement to come in the mail
* Keep detailed records of fixed asset acquisitions
* Protect your financial information with the latest in security techniques
* Send customized mailings to your customers and vendors 1. Setting Up Your Company Accounts with the EasyStep Interview
2. Setting Up and Using Payroll Features
3. Adding or Changing Information After the Interview Is Completed
4. Invoicing and Collecting Income
5. Making Purchases and Recording Payments
6. Collecting and Paying Sales Tax
7. Using Timesaving Features
8. Job Cost Estimating and Tracking
9. Tracking Time New!
10. QuickBooks Tips and Tricks
11. Using the QuickBooks Online Features
12. Preparing Income Tax Returns
13. Security
14. Using Inventory Features
15. Recording Your Assets
16. Recording Owners’ Equity
17. Recording Liabilities
18. Preparing the Top Ten QuickBooks Reports
New! Features
Index
CONTENTS:
1. Setting Up Your Company Accounts with the EasyStep Interview
Installing QuickBooks
Registering QuickBooks
Setting Up QuickBooks in a Multiuser Office
Transferring Data from Older Versions of QuickBooks
Transferring Data from Quicken
Practicing with the Sample Company Files
Entering Data for a New Company
Entering a Start Date
Setting Up a Bank Account
Setting Up Income and Expense Accounts
Stopping, Restarting, and Completing the Interview
2. Setting Up and Using Payroll Features
Setting Payroll and Employee Preferences New!
Setting Up Employees New!
Setting Up Employee Payroll Information
Setting Up Employee Payroll Taxes
Setting Up Sick and Vacation Benefits
Setting Up Payroll Deductions New!
Paying Employees
Using Timer Information with QuickBooks Payroll
Printing Paychecks
Using Direct Deposit
Creating Employer Payroll Reports
Paying Payroll Taxes with Form 941
Paying Federal Unemployment Compensation Taxes with Form 940
Preparing W-2 Forms
Issuing W-3 Forms
Setting Up Independent Contractors for 1099 Forms
Setting 1099 Preferences
Issuing 1099 Forms
Outsourcing Payroll
3. Adding or Changing Information After the Interview Is Completed
Setting General Preferences New!
Setting Desktop View Preferences
Sorting Lists
Displaying Lists on Forms
Adding Accounts New!
Using Account Numbers
Adding Customers New!
Displaying Detailed Customer Information
Adding Vendors
Adding Items New!
Adding Information “On-the-Fly”
Moving Items on a List
Creating Subitems
Editing Information on a List
Hiding Entries on Lists
Deleting Entries on a List
Merging Entries on a List
Printing Lists
Searching for Transactions
Generating a QuickReport
Setting Accounting Preferences
4. Invoicing and Collecting Income
Setting Sales and Customers Preferences New!
Creating an Invoice
Previewing Invoices
Printing a Single Invoice
Printing a Batch of Invoices
Emailing an Invoice
Charging Expenses to a Customer New!
Setting Finance Charge Preferences
Creating a Monthly Statement
Setting Send Forms Preferences
Tracking Accounts Receivable
Receiving Payments for Invoices
Issuing a Credit or Refund
Receiving Cash
Making Bank Deposits
Receiving Advances, Retainers, and Down Payments
Issuing Discounts
Viewing the Open Invoices Report
Creating a Collection Letter
Recording Bad Debts
5. Making Purchases and Recording Payments
Setting Purchases and Vendors Preferences New!
Using Purchase Orders
Viewing Items on Purchase Orders
Viewing Vendor Information
Receiving Goods
Receiving a Partial Order
Viewing Unpaid Bills Reports
Paying Bills
Taking Discounts
Using the Check Register
Editing Bill Payments
Deleting Bill Payments
Setting Checking Preferences
Writing Checks New!
Printing Checks New!
Voiding Checks
Creating Purchase Reports
6. Collecting and Paying Sales Tax
Setting Sales Tax Preferences
Creating a Sales Tax Item
Creating a Sales Tax Group
Charging Sales Tax to Customers
Entering Tax Status of Inventory Items
Selling Tax-Exempt Items
Selling Items to Tax-Exempt Customers
Producing Monthly Sales Tax Reports
Paying Sales Tax
Taking a Discount for Early Payment
7. Using Timesaving Features
Memorizing Transactions
Memorizing a Group of Transactions
Using Memorized Transactions
Scheduling Recurring Transactions
Changing Memorized and Scheduled Transactions
Removing Memorized Transactions
Setting Reminders Preferences
Using Reminders
8. Job Cost Estimating and Tracking
Setting Jobs and Estimate Preferences
Setting Up a Job
Using the Job Status Feature
Using the Job Type Feature
Using the Job Dates Feature
Using the Job Description Feature
Creating an Estimate
Invoicing Against an Estimate
Revising Estimates
Creating a Work in Progress Report
9. Tracking Time New!
Setting Time Tracking Preferences
Installing the Timer
Exporting Information to the Timer New!
Creating a New Timer File
Creating a Timed Activity
Using the Timer
Sending Timer Data to QuickBooks
Opening Timer Data in QuickBooks
Viewing Timer Transactions
Editing Timer Transactions
Billing Time from the Timer to the Customer
Backing Up and Condensing Timer Data
Restoring Backed-Up and Condensed Timer Data
10. QuickBooks Tips and Tricks
Setting Spelling Preferences
Creating a Budget
Producing Budget Reports
Setting Up Classes
Displaying a Class List
Using Multiple Classes on One Form
Reporting on Classes
Creating Payment Terms
Customizing Forms–Editing Existing Forms
Customizing Forms–Creating a New Form
Making Journal Entries New!
Using the Audit Trail
Using the QuickBooks Remote Access Feature
Creating Mailing Labels
11. Using the QuickBooks Online Features
Setting Service Connection Preferences
Setting Up Your QuickBooks Internet Connection
Activating Your Online Bank Account
Retrieving Online Bank Statements
Matching Transactions
Making Online Payments
Canceling Online Payments New!
Sending Online Messages
Transferring Money Between Accounts
Getting Reports of Online Transactions
Using the QuickBooks Website New!
Using the QuickBooks Online Edition
12. Preparing Income Tax Returns
Choosing the Correct Income Tax Form
Assigning Tax Lines
Using the Income Tax Summary Report
Using the Income Tax Detail Report
Making Estimated Tax Payments
Creating a Tax Return
13. Security
Backing Up Your QuickBooks Company File
Restoring Backed-Up Information
Using the QuickBooks Online Backup Service
Setting Up the Administrator
Adding Users
Editing User Access
Removing Users
Closing Financial Records at Year-End
Creating a Closing Date Exception Report
14. Using Inventory Features
Activating Inventory
Setting Up Inventory Items
Adding to Your Inventory
Editing Inventory Items
Creating an Inventory Group
Managing Sales Orders
Setting Up Reminders to Replenish Your Inventory
Preparing Inventory Reports
Counting Your Inventory
Adjusting Inventory Quantities
Adjusting the Price of Inventory
15. Recording Your Assets
Reconciling to Your Bank Statement
Recording Automatic Teller Withdrawals
Tracking Petty Cash
Receiving Credit Card Payments
Recording Deposits As Assets
Purchasing Fixed Assets
Entering Depreciation
Selling Fixed Assets
16. Recording Owners’ Equity
Understanding the Opening Balance Equity Account
Recording Owners’ Draws
Entering Prior Period Adjustments
Viewing Contents of Retained Earnings Account
17. Recording Liabilities
Managing Accounts Payable
Recording Payroll Tax Accruals
Setting Up Credit Card Accounts
Accounting for Deposits or Retainers
Recording Loans
Using the QuickBooks Loan Manager
Recording Loan Payments
18. Preparing the Top Ten QuickBooks Reports
Setting Reports and Graphs Preferences
Preparing an Income Statement
Preparing a Balance Sheet
Preparing a Trial Balance
Preparing a General Ledger Report New!
Preparing a Budget Report
Preparing a Sales Tax Liability Report
Preparing a Payroll Liability Report
Preparing an Accounts Receivable Aging Summary Report
Preparing a Job Progress Report
Preparing an Accounts Payable Aging Detail Report
Customizing Reports
Memorizing a Customized Report
New! Features
QuickBooks 2007
Index
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