Show Me QuickBooks 2006
- Show Me QuickBooks 2006
- Table of Contents
- 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
- HardwareSoftware 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
- ChoosingChanging 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
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