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QuickBooks 2010 on Demand
- By Gail Perry, Laura Madeira
- Published Dec 3, 2009 by Que.
Book
- Sorry, this book is no longer in print.
Description
- Copyright 2010
- Edition: 1st
- Book
- ISBN-10: 0-7897-4323-X
- ISBN-13: 978-0-7897-4323-7
QuickBooks Financial Software has become the preferred accounting software for the small business market. QuickBooks 2010 On Demand is a task-based reference book, designed to appeal to the QuickBooks user who wants the answer to questions in a hurry. The book is highly visual, with screen shots and callouts describing each step of particular tasks. Accompanying the task steps are cross-references to related sections of the book, tips and short cuts, introductory text, and sidebars that expand on more technical areas of the program. From the starting moments of taking the QuickBooks program out of the box for the first time, through setup of a company, to beginning and ongoing tasks, monthly and less frequent periodic tasks, special features unique to QuickBooks Pro, and aspects of using QuickBooks online, this book provides direction that is quick to find and easy to understand. Whether the user is experienced with QuickBooks and just needs a quick answer to a nagging question, or a novice who doesn't know where to begin, this book provides a unique and detailed resource that can be kept by the your side for easy reference.
Sample Content
Online Sample Chapter
Using Time-Saving Features in QuickBooks 2010
Sample Pages
Download the sample pages (includes Chapter 7 and Index)
Table of Contents
Introduction xv
1 Setting Up Your Company Accounts with the EasyStep Interview 1
Installing QuickBooks 2
Registering QuickBooks 5
Setting Up QuickBooks in a Multiuser Office 6
Transferring Data from Older Versions of QuickBooks 7
Transferring Data from Quicken 9
Practicing with the Sample Company Files 11
Entering Data for a New Company 13
Setting Up a Bank Account 20
Setting Up Income and Expense Accounts 21
Stopping, Restarting, and Completing the Interview 22
2 Setting Up and Using Payroll Features 25
Setting Payroll and Employee Preferences 26
Setting Up Employees 29
Setting Up Employee Payroll Information 31
Setting Up Employee Payroll Taxes 32
Setting Up Sick and Vacation Benefits 34
Setting Up Payroll Deductions 37
Paying Employees 39
Printing Paychecks 43
Using Direct Deposit 44
Preparing and Paying Payroll Liabilities 46
Creating Employer Payroll Reports 49
Reporting Payroll Taxes with Form 941 50
Paying Federal Unemployment Compensation Taxes with Form 940 53
Preparing W-2 Forms 55
Issuing W-3 Forms 57
Setting Up Independent Contractors for 1099 Forms 59
Setting 1099 Preferences 61
Issuing 1099 Forms 62
Outsourcing Payroll 63
3 Adding or Changing Information After the EasyStep Interview is Completed 65
Setting General Preferences 66
Setting Desktop View Preferences 69
Setting Accounting Preferences 71
Adding Accounts 73
Using Account Numbers 75
Sorting Lists 76
Displaying Lists on Forms 77
Adding Customers 79
Working with the Customer Center 81
Adding Vendors 83
Adding Items 86
Adding Information “On-the-Fly” 91
Moving Items on a List 92
Creating Subitems 93
Editing Information on a List 94
Marking List Items Inactive 95
Deleting Entries on a List 97
Merging Entries on a List 98
Printing Lists 100
Searching for Transactions 101
4 Invoicing and Collecting Income 103
Setting Customers Preferences 104
Creating an Invoice 106
Previewing or Printing Invoices 110
Emailing an Invoice 112
Charging Expenses to a Customer 116
Setting Finance Charge Preferences 118
Creating a Monthly Statement 119
Receiving Payments for Invoices 121
Issuing a Credit or Refund 122
Recording Cash Sales (COD) 124
Making Bank Deposits 125
Receiving Advances, Retainers, and Down Payments 126
Issuing Discounts 127
Tracking Accounts Receivable 130
Viewing the Open Invoices Report 131
Creating a Collection Letter 132
Recording Bad Debts 135
Working with Multiple Currencies 137
5 Making Purchases and Recording Payments 149
Setting Purchases and Vendors Preferences 150
Working with the Vendor Center 153
Using Purchase Documents 154
Reporting on Open Purchase Orders 159
Receiving Goods 160
Receiving a Partial Order 162
Viewing Aging and Unpaid Bills Reports 163
Paying Bills 164
Taking Discounts 165
Using the Check Register 166
Editing Bill Payments 167
Deleting Bill Payments 169
Setting Checking Preferences 170
Writing Checks 172
Printing Checks 174
Voiding Checks 175
6 Collecting and Paying Sales Tax 179
Setting Sales Tax Preferences 180
Creating a Sales Tax Item 181
Creating a Sales Tax Group 182
Charging Sales Tax to Customers 183
Entering Tax Status of Inventory Items 184
Selling Tax-Exempt Items 185
Selling Items to Tax-Exempt Customers 186
Producing Monthly Sales Tax Reports 187
Paying Sales Tax 188
Taking a Discount for Early Payment 189
7 Using Time-Saving Features 191
Memorizing Transactions 192
Memorizing a Group of Transactions 193
Using Memorized Transactions 195
Scheduling Recurring Transactions 196
Changing Memorized and Scheduled Transactions 199
Removing Memorized Transactions 201
Setting Reminders Preferences 202
Using Reminders 204
8 Job Cost Estimating and Tracking 205
Setting Jobs and Estimate Preferences 206
Setting Up a Job 208
Tracking Job Status and Type 211
Using the Job Type Feature 212
Tracking Other Job Info 213
Working With Estimates 214
Invoicing Against an Estimate 217
Reporting on Job Estimates vs. Actual 220
9 Tracking Time 221
Setting Time Tracking Preferences 222
Installing the Timer 223
Exporting Information to the Timer 225
Creating a New Timer File 226
Creating a Timer Activity 228
Using the Timer 229
Sending Timer Data to QuickBooks 230
Importing Timer Data into QuickBooks 231
Transactions 232
Editing Timer Transactions 233
Invoicing the Customer for Timer Activities 234
10 QuickBooks Tips and Tricks 235
Setting Spelling Preferences 236
Creating a Budget 237
Preparing Budget Reports 241
Setting Up Classes 243
Using Classes on Sales and Purchase Forms 244
Reporting on Classes 245
Creating Payment Terms 246
Customizing Forms Design 247
Customizing Forms Data 250
Making Journal Entries 254
Using the QuickBooks Remote Access Feature 256
Creating Mailing Labels 257
11 Using the QuickBooks Online Features 259
Choosing Online Banking Mode 260
Activating Online Services with Your Financial Institution 262
Retrieving Online Transactions 266
Adding Transactions to QuickBooks 267
Renaming Rules–Automatically Assign List Name 270
Setting Preference to Prefill Accounts 271
Assigning Transactions to Open Vendor Bills 272
Assigning Deposits to Open Customer Invoices 273
Deleting Multiple Transactions 274
Adding Multiple Transactions 275
Making Online Payments 276
Canceling Online Payments 278
Sending Online Messages 279
Transferring Money Between Accounts 280
Getting Reports of Online Transactions 281
Using the QuickBooks Website 282
Using the QuickBooks Online Edition 283
12 Preparing Income Tax Returns 285
Choosing the Correct Income Tax Form 286
Assigning Tax Lines to New or Existing Accounts 288
Using the Income Tax Reporting 289
Making Estimated Tax Payments 293
Creating a Tax Return 294
13 Data Backup and Security 299
Backing Up Your QuickBooks Company File 300
Restoring Backed-Up Information 304
Using the QuickBooks Online Backup Service 306
Adding or Editing the Administrator Password 308
Adding New or Editing Existing Users 309
Closing Financial Records at Year-End 313
Creating a Closing Date Exception Report 315
14 Using Inventory Features 317
Activating Inventory 318
Setting Up Inventory Items 320
Adding to Your Inventory 323
Editing Inventory Items 324
Creating an Inventory Group 326
Managing Sales Orders 328
Setting Up Reminders to Replenish Your Inventory 330
Preparing Inventory Reports 331
Counting Your Inventory 333
Adjusting Inventory Quantities 334
Adjusting the Default Price of Inventory 335
15 Recording Your Assets 337
Reconciling Your Bank Statement 338
Recording Bank Account Transfers 341
Tracking Petty Cash 342
Receiving Credit Card Payments 343
Recording Deposits as Assets 344
Purchasing Fixed Assets 345
Entering Depreciation 348
Selling Fixed Assets 349
16 Recording Owners’ Equity 351
Understanding the Opening Balance Equity Account 352
Recording Owners’ Distributions 355
Entering Prior Period Adjustments 357
Viewing Transactions in Retained Earnings Account 358
17 Recording Liabilities 359
Managing Accounts Payable 361
Recording Payroll Tax Accruals Without a QuickBooks
Payroll Subscription 362
Setting Up Credit Card Accounts 363
Accounting for Deposits or Retainers 368
Recording Loans 369
Using the QuickBooks Loan Manager 370
Recording Loan Payments 373
18 Working with Reports in QuickBooks 375
Company Snapshot 376
Using the Improved Report Center 378
Setting Report and Graph Preferences 381
Modifying Reports 384
Creating and Using Report Groups 387
Memorizing Reports 389
Importing and Exporting Report Templates 390
Other Reporting Tips and Tricks 392
Workshops 395
What’s New and Improved 407
Index 413