Book description
Need answers quickly? QuickBooks® 2009 on Demand provides those answers in a visual step-by-step format. We will show you exactly what to do through lots of full color illustrations and easy-to-follow instructions.
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 2009, 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 financial information with the latest in security techniques
Send customized mailings to your customers and vendors
Learn tips and shortcuts to help make your QuickBooks experience more efficient and to customize your program to fit your style
Process transactions the right way by following the accounting rules interspersed throughout the book
Introduction xv
Chapter 1: Setting Up Your Company with the EasyStep Interview 1
Chapter 2: Setting Up and Using Payroll Features 27
Chapter 3: Adding or Changing Information After the Interview Is Completed 69
Chapter 4: Invoicing and Collecting Income 107
Chapter 5: Making Purchases and Recording Payments 141
Chapter 6: Collecting and Paying Sales Tax 171
Chapter 7: Using Time-Saving Features 185
Chapter 8: Job Cost Estimating and Tracking 199
Chapter 9: Tracking Time 219
Chapter 10: QuickBooks Tips and Tricks 237
Chapter 11: Using the QuickBooks Online Features 263
Chapter 12: Preparing Income Tax Returns 295
Chapter 13: Security 309
Chapter 14: Using Inventory Features 328
Chapter 15: Recording Your Assets 349
Chapter 16: Recording Owners' Equity 363
Chapter 17: Recording Liabilities 371
Chapter 18: Preparing the Top Ten QuickBooks Reports 387
Workshops 411
Index 423
Table of contents
- Copyright
- Acknowledgements
- Introduction
-
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
- Setting Up Employees
- Setting Up Employee Payroll Information
- Setting Up Employee Payroll Taxes
- Setting Up Sick and Vacation Benefits
- Setting Up Payroll Deductions
- Paying Employees
- Using Timer Information with QuickBooks Payroll
- Printing Paychecks
- Using Direct Deposit
- Creating Employer Payroll Reports
- Reporting 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
- 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
- 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
- Creating an Invoice
- Previewing Invoices
- 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 the Open Invoices Report
- Creating a Collection Letter
- Recording Bad Debts
-
5. Making Purchases and Recording Payments
- Setting Purchases and Vendors Preferences
- 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
- Printing Checks
- 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 Time-Saving Features
- 8. Job Cost Estimating and Tracking
-
9. Tracking Time
- Setting Time Tracking Preferences
- Installing the Timer
- 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
-
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
- 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 Online Services With Your Financial Institution
- Retrieving Online Transactions
- Adding Transactions to QuickBooks
- Renaming Rules—Automatically Assign List Name
- Setting Preference to Prefill Accounts
- Assigning Transactions to Open Vendor Bills
- Assigning Deposits to Open Customer Invoices
- Deleting Multiple Transactions
- Adding Multiple 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 QuickBooks Online Edition
- QuickBooks Billing Solutions
- 12. Preparing Income Tax Returns
- 13. Security
-
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
- 16. Recording Owners’ Equity
- 17. Recording Liabilities
-
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
- 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
- Workshops
- Inside Front Cover
Product information
- Title: QuickBooks 2009 on Demand
- Author(s):
- Release date: April 2009
- Publisher(s): Que
- ISBN: 9780768688290
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