book

QuickBooks® 2014 In Depth

Name: QuickBooks® 2014 In Depth
Author: Laura Madeira
ISBN: 9780133573411

by Laura Madeira

March 2014

Intermediate to advanced

888 pages

23h 46m

English

Que

Read now

Unlock full access

About This eBook
Title Page
Copyright Page
Contents at a Glance
Table of Contents
About the Author
About the Technical Editor
Dedication
Acknowledgments
We Want to Hear from You!

Reader Services
Introduction
How This Book Is OrganizedConventions Used in This Book
What’s New for QuickBooks 2014
New and Improved FeaturesFor the Accounting ProfessionalFor QuickBooks Enterprise UsersQuickBooks Enterprise with Advanced Pricing
1. Getting Started with QuickBooks
Understanding QuickBooksUsing QuickBooks Sample DataCreating a New QuickBooks FileConverting from Other Accounting SoftwareMy Company InformationSetting Up Users and PermissionsUser Security in QuickBooks EnterpriseReporting on User Activity
2. Getting Around QuickBooks
Home Page and NavigationTutorialsPreferencesHelp OptionsSelecting a Company File to Open
3. Accounting 101
Basic Principles of AccountingBasic Financial ReportsAccounting Checklist to Help You Manage Your FinancialsSetting Up a QuickBooks Data File for Accrual or Cash Basis Reporting
4. Understanding QuickBooks Lists
Chart of AccountsItemsClassCustomer TypeManaging ListsReporting on ListsFinding and Fixing Chart of Account ErrorsFinding and Fixing Item List Errors
5. Setting Up Inventory
Inventory Features by QuickBooks EditionEnabling Inventory PreferencesInventory Item Type DescriptionsAdding or Editing Inventory ItemsProper Inventory Processes
6. Managing Inventory
Adjusting InventoryInventory ReportingHow QuickBooks Handles Negative Inventory
7. Setting Up Vendors
Customizing Your Home Page for Vendor ActivitiesPreferences That Affect Accounts PayableWorking with the Vendor CenterThe Accounts Payable Process
8. Managing Vendors
Accounts Payable ReportingCorrecting Accounts Payable ErrorsHandling Unique Accounts Payable Transactions
9. Setting Up Customers
Customizing Home Page Customer ActivitiesPreferences That Affect Accounts ReceivableWorking with the Customer CenterWorking with Prospects in the Lead CenterSetting Up Sales TaxCreating Price Level ListsUsing Advanced Pricing in QuickBooks EnterpriseCreating Payment TermsCustomizing QuickBooks FormsAccounts Receivable Processes
10. Managing Customers
Accounts Receivable ReportingSales Tax Payable ReportsPaying Sales TaxCorrecting Accounts Receivable ErrorsCorrecting Sales Tax ErrorsCorrecting Undeposited Funds Account ErrorsUnique Customer TransactionsUnique Sales Tax Transactions
11. Setting Up Payroll
Getting StartedSetting Up EmployeesSetting Up Payroll ItemsPaying EmployeesPreparing Payroll Liability Payments
12. Managing Payroll
Report Center Payroll ReportsExcel ReportsTax Forms and FilingsTroubleshooting PayrollRecording Unique Payroll Transactions
13. Working with Bank and Credit Card Accounts
Preferences That Affect Banking and Credit Card ManagementWorking with Write Check TransactionsEntering a Bank Debit ChargeEntering Credit Card ChargesPaying the Credit Card BillTransferring Funds Between Bank AccountsBank FeedsReconciling the Bank or Credit Card AccountTroubleshooting Reconciliations
14. Reporting in QuickBooks
Using the Company SnapshotReport CenterReports & Graphs PreferencesModifying ReportsReport GroupsMemorized ReportsExporting and Importing Report TemplatesExporting Reports to a .CSV File or to ExcelEmailing Reports
15. Reviewing Your Data
Reviewing the Balance SheetReviewing the Profit & Loss ReportOther Reviews
16. Sharing QuickBooks Data with Your Accountant
OverviewQuickBooks File TypesData Sharing for the Business OwnerData Sharing for the AccountantOther Methods of Sharing DataClient and Accountant Collaboration
17. Managing Your QuickBooks Database
The QuickBooks DatabaseKeeping Your Software CurrentProtecting Your QuickBooks DatabaseMonitoring Your QuickBooks DatabaseQuickBooks Database Corruption
18. Using Other Planning and Management Tools
Planning and BudgetingQuickBooks Loan ManagerUsing the Year-End GuideSynchronizing QuickBooks Lists with Microsoft OutlookUsing the QuickBooks Timer
A. Client Data Review
Introduction: Features and BenefitsAccessing Client Data Review Tools and FeaturesCustomizing the Accountant CenterCustomizing the Client Data Review CenterAccount BalancesReview List ChangesAccounts ReceivableAccounts PayableSales TaxInventoryPayrollBank ReconciliationMiscellaneousFinishing a Client Data ReviewReopen Completed ReviewReporting on Review ActivityCreating an External Accountant User
B. QuickBooks Statement Writer
OverviewGetting StartedUsing the Report DesignerOpening a Previously Created ReportCreating a New Report from a Memorized ReportModifying a Statement Writer Report in ExcelWorking with Supporting DocumentsPrinting or Exporting a Statement Writer Report
C. QuickBooks Enterprise Solutions Features
QuickBooks Enterprise CustomizationQuickBooks Enterprise InventoryQuickBooks Enterprise with Advanced InventoryQuickBooks Enterprise with Advanced PricingQuickBooks Enterprise Reporting
D. QuickBooks Shortcuts
Editing QuickBooks Transactions and ListsOpening QuickBooks Dialog Boxes and ListsMemorized TransactionsStandard Text EditingOpening QuickBooks Data FilesQuickBooks Date ShortcutsMiscellaneous Shortcuts
Index

Content preview from QuickBooks® 2014 In Depth

11. Setting Up Payroll

QuickStart

Step 1. Sign Up for a Payroll Service

Step 2. Complete the Payroll Setup

Step 3. Pay Employees

Step 4. Pay Liabilities

When your business hires employees, one of your most important tasks is making sure your QuickBooks data is set up correctly to handle this responsibility. This chapter details for you the proper way to set up your payroll. In Chapter 12, “Managing Payroll,” p. 492, you learn how to efficiently review your payroll data and handle some of those unique payroll transactions.

Getting Started

For the new business owner, here is a common definition of an employee: “a person in the service of another ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Read now

Unlock full access

More than 5,000 organizations count on O’Reilly

O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.

Julian F.

Head of Cybersecurity

I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.

Addison B.

Field Engineer

I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.

Amir M.

Data Platform Tech Lead

I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.

Mark W.

Embedded Software Engineer

Publisher Resources

ISBN: 9780133573411Purchase book

Cloud Computing

Data Engineering

Data Science

AI & ML

Programming Languages

Software Architecture

IT/Ops

Security

Design

Business

Soft Skills

QuickBooks® 2014 In Depth

by Laura Madeira