| | | Copyright |
| | | About the Author |
| | | Acknowledgments |
| | | We Want to Hear from You! |
| | | Introduction |
| | | | What You'll Learn |
| | | | The Best Place to Start |
| | | | How This Book Works |
| | | Chapter 1. Setting Up Your Company Accounts with the EasyStep Interview |
| | | | Installing QuickBooks |
| | | | Hardware/Software Requirements |
| | | | 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 |
| | | | Questions You'll Have to Answer |
| | | | The Getting Started Checklist |
| | | | Entering a Start Date |
| | | | Choosing/Changing Your Start Date |
| | | | Setting Up a Bank Account |
| | | | Setting Up Expense Accounts |
| | | | Setting Up Income Accounts |
| | | | Stopping, Restarting, and Completing the Interview |
| | | | Entering Historical Data |
| | | Chapter 2. Setting Up and Using Payroll Features |
| | | | Setting Payroll and Employee Preferences |
| | | | Using the QuickBooks Sales Rep feature |
| | | | Setting Up Employees |
| | | | Setting Up Employee Payroll Information |
| | | | Setting Up Employee Payroll Taxes |
| | | | Setting Up Sick and Vacation Benefits |
| | | | Determining Year-to-date Payroll Tax-Related Liabilities |
| | | | Entering Year-to-Date Payroll Amounts |
| | | | Setting Up Payroll Deductions |
| | | | Selecting Employees for Payroll Preparation |
| | | | You Can Subscribe to QuickBooks Payroll Services |
| | | | Entering Paycheck Information |
| | | | Using Timer Information with QuickBooks Payroll |
| | | | Printing Paychecks |
| | | | Using Direct Deposit |
| | | | How Does Direct Deposit Work? |
| | | | 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 |
| | | | Employees Versus Independent Contractors |
| | | | Setting 1099 Preferences |
| | | | Issuing 1099 Forms |
| | | | Outsourcing Payroll |
| | | Chapter 3. Adding or Changing Information After the Interview Is Completed |
| | | | Setting General Preferences |
| | | | Setting Desktop View Preferences |
| | | | Sorting Lists |
| | | | Displaying Lists on Forms |
| | | | Adding Accounts |
| | | | Using Account Numbers |
| | | | Adding Customers |
| | | | Displaying Detailed Customer Information |
| | | | Adding Vendors |
| | | | Adding Items in the List Window |
| | | | Types of Items |
| | | | Using Items on Forms |
| | | | Adding Information "On-the-Fly" |
| | | | Moving Items on a List |
| | | | Creating Subitems |
| | | | Editing Information on a List |
| | | | Using Notes to Enter Customer and Job Information |
| | | | Hiding Entries on Lists |
| | | | Using the Activities Menu on Your Lists |
| | | | Deleting Entries on a List |
| | | | Merging Entries on a List |
| | | | Printing Lists |
| | | | Searching for Transactions |
| | | | Generating a QuickReport |
| | | | Setting Accounting Preferences |
| | | Chapter 4. Invoicing and Collecting Income |
| | | | Setting Sales and Customers Preferences |
| | | | Accounting for Sales |
| | | | Creating an Invoice |
| | | | Types of Invoices |
| | | | Previewing Invoices |
| | | | Invoice Dates |
| | | | Printing a Single Invoice |
| | | | Printing a Batch of Invoices |
| | | | Emailing an Invoice |
| | | | Charging Expenses to a Customer |
| | | | 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 Open Invoices Report |
| | | | Creating a Collection Letter |
| | | | Recording Bad Debts |
| | | Chapter 5. Making Purchases and Recording Payments |
| | | | Setting Purchases and Vendors Preferences |
| | | | Accounting for Purchases |
| | | | 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 |
| | | | The QuickFill Feature |
| | | | Deleting Bill Payments |
| | | | Setting Checking Preferences |
| | | | Writing Checks |
| | | | Printing Checks |
| | | | Voiding Checks |
| | | | Creating Purchase Reports |
| | | Chapter 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 |
| | | | Establishing 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 |
| | | | Accounting for Sales Tax |
| | | Chapter 7. Using Time-Saving Features |
| | | | Memorizing Transactions |
| | | | Memorizing a Group of Transactions |
| | | | Using Memorized Transactions |
| | | | Scheduling Recurring Transactions |
| | | | Uses for Scheduled Transactions |
| | | | Add a Memorized Transaction to Your Icon Bar |
| | | | Changing Memorized and Scheduled Transactions |
| | | | Removing Memorized Transactions |
| | | | Setting Reminders Preferences |
| | | | Using Reminders |
| | | Chapter 8. Job Cost Estimating and Tracking |
| | | | Setting Jobs and Estimate Preferences |
| | | | Accounting for Jobs |
| | | | Job Cost Estimating |
| | | | 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 |
| | | Chapter 9. Tracking Time |
| | | | Setting Time Tracking Preferences |
| | | | Installing the Timer |
| | | | Getting Your Employees Up to Speed with the Timer |
| | | | Keeping Track of Time |
| | | | Exporting Information to the Timer |
| | | | 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 |
| | | Chapter 10. QuickBooks Tips and Tricks |
| | | | Setting Spelling Preferences |
| | | | Creating a Budget |
| | | | Creating a Budget |
| | | | Budgeting in the First Year of Business |
| | | | Producing Budget Reports |
| | | | What's a Class? |
| | | | Using Classes with Payroll |
| | | | Setting Up Classes |
| | | | Displaying a Class List |
| | | | Using Multiple Classes on One Form |
| | | | Reporting on Classes |
| | | | Creating Payment Terms |
| | | | Customizing FormsEditing Existing Forms |
| | | | Customizing FormsCreating a New Form |
| | | | Making Journal Entries |
| | | | Using the Audit Trail |
| | | | The Function of the Audit Trail |
| | | | Using the Accountant Edition of QuickBooks |
| | | | Using the QuickBooks Remote Access Feature |
| | | | Creating Mailing Labels |
| | | Chapter 11. Using QuickBooks Online |
| | | | Setting Service Connection Preferences |
| | | | Setting Up Your QuickBooks Internet Connection |
| | | | Signing Up with Your Bank for Online Services |
| | | | Activating Your Online Bank Account |
| | | | Why Bank Online? |
| | | | Retrieving QuickStatements (Online Bank Statements) |
| | | | Matching Transactions |
| | | | Making Online Payments |
| | | | Canceling Online Payments |
| | | | Sending Online Messages |
| | | | Transferring Money Between Accounts |
| | | | Getting Reports of Online Transactions |
| | | | Using the QuickBooks Website |
| | | | Using the Internet Version of QuickBooks |
| | | Chapter 12. Preparing Income Tax Returns |
| | | | Choosing the Correct Income Tax Form |
| | | | Which Income Tax Form Should You Use? |
| | | | Assigning Tax Lines |
| | | | Using the Income Tax Summary Report |
| | | | Using the Income Tax Detail Report |
| | | | Paying Estimated Taxes |
| | | | Accounting for Income Taxes |
| | | | Making Estimated Tax Payments |
| | | | Creating a Tax Return |
| | | | Non-Tax-Related Transactions |
| | | | Using QuickBooks with TurboTax |
| | | Chapter 13. Security |
| | | | Backing Up Your QuickBooks Company File |
| | | | Restoring Backed-Up Information |
| | | | Organize QuickBooks Transactions with a Daily Checklist |
| | | | 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 |
| | | Chapter 14. Using Inventory Features |
| | | | Activating Inventory |
| | | | Accounting for Inventory |
| | | | Recording Manufacturing Inventory in QuickBooks |
| | | | Setting Up Inventory Items |
| | | | Adding to Your Inventory |
| | | | Editing Inventory Items |
| | | | Methods of Valuing Inventory |
| | | | Creating an Inventory Group |
| | | | Setting Up Reminders to Replenish Your Inventory |
| | | | Preparing Inventory Reports |
| | | | A Variety of Inventory Reports |
| | | | Counting Your Inventory |
| | | | Adjusting Inventory Quantities |
| | | | Adjusting the Price of Inventory |
| | | Chapter 15. Recording Your Assets |
| | | | Reconciling to Your Bank Statement |
| | | | Accounting for Assets |
| | | | Tax Consequences of Sales of Business Assets |
| | | | Recording Automatic Teller Withdrawals |
| | | | Tracking Petty Cash |
| | | | Receiving Credit Card Payments |
| | | | Recording Deposits As Assets |
| | | | Purchasing Fixed Assets |
| | | | Calculating Depreciation |
| | | | Entering Depreciation |
| | | | Selling Fixed Assets |
| | | Chapter 16. Recording Owners' Equity |
| | | | Understanding the Opening Balance Equity Account |
| | | | Accounting for Equity |
| | | | Recording Owners' Draws |
| | | | Entering Prior Period Adjustments |
| | | | Viewing Contents of Retained Earnings Account |
| | | Chapter 17. Recording Liabilities |
| | | | Accounting for Liabilities |
| | | | Managing Accounts Payable |
| | | | Using the Report Center |
| | | | Recording Payroll Tax Accruals |
| | | | Setting Up Credit Card Accounts |
| | | | Accounting for Deposits or Retainers |
| | | | Recording Loans |
| | | | Using the QuickBooks Loan Manager |
| | | | Calculating Interest |
| | | | Recording Loan Payments |
| | | Chapter 18. Preparing the Top Ten QuickBooks Reports |
| | | | Setting Reports and Graphs Preferences |
| | | | Basic Report Rules |
| | | | Preparing an Income Statement |
| | | | Preparing a Balance Sheet |
| | | | Preparing a Trial Balance |
| | | | Preparing a General Ledger Report |
| | | | Preparing a Budget Report |
| | | | Save Time by Placing Favorite Reports on the Icon Bar |
| | | | 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 |
| | | Inside Front Cover |
| | | | THE NEW QUICKBOOKS HOME PAGE |
| | | Inside Back Cover |
| | | | SHOW ME! QuickBooks™ 2006 |
| | | Index |
