Chapter 3

Populating QuickBooks Lists

IN THIS CHAPTER

Bullet Adding items to the Item list

Bullet Adding employees to the Employee list

Bullet Adding new customers and jobs

Bullet Adding new vendors

Bullet Understanding and using the other lists

Bullet Organizing, printing, and exporting lists

Bullet Dealing with the Chart of Accounts list

QuickBooks Setup (which I discuss at some length in Chapter 2) doesn’t actually get QuickBooks completely ready to use. You also need to enter additional information about your products, employees, customers, and vendors (and a handful of other items) into lists. In this chapter, I describe how you create and work with these lists. I also describe how you clean up some of the accounting messiness created when you enter information into these lists.

The Magic and Mystery of Items

The first QuickBooks ...

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