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CITATION

Barich, Thomas. QuickBooks 2013 QuickSteps. US: McGraw-Hill Osborne Media, 2012.

QuickBooks 2013 QuickSteps

Authors: Thomas Barich

Published:  October 2012

eISBN: 9780071804769 0071804765 | ISBN: 9780071804752
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  • Cover
  • Title Page
  • Copyright Page
  • Contents at a Glance
  • Contents
  • About the Author
  • Acknowledgments
  • Introduction
  • Conventions Used in This Book
  • Chapter 1: Stepping into QuickBooks
  • Get Organized
  • Understanding QuickBooks Versions
  • Gather Your Financial Information
  • Talk to Your Accountant
  • Choose a Start Date
  • Install QuickBooks
  • Create a New Company
  • Use the Express Start Wizard
  • Use the Advanced Setup (EasyStep Interview)
  • Get Started with the QuickBooks Setup Wizard
  • Use the Quick Start Center
  • Track Money In
  • Track Money Out
  • Convert from Other Software
  • Get Around in QuickBooks
  • Understand the Home Page
  • Use the Icon Bar
  • Customize the Icon Bar
  • Display the Open Window List
  • View the Company Snapshot
  • Use the QuickBooks Calendar
  • Access Help and the Intuit Community
  • Use the Search Feature
  • Set Basic Operating and Display Options
  • Configure General Preferences
  • Set Desktop View Options
  • Chapter 2: Banking with QuickBooks
  • Set Up Bank Accounts
  • Add a Bank Account
  • Use the Account Register
  • Deal with Bounced Checks
  • Create a Bounced Check Item
  • Make Deposits
  • Use the Make Deposits Window
  • Reconcile Bank Accounts
  • Perform the Bank Reconciliation
  • View the Discrepancy Report
  • Undo the Last Reconciliation
  • Understanding Online Banking Services
  • Bank Online
  • Sign Up for Online Banking
  • Use the Online Banking Center
  • Configure Online Bank Accounts
  • Add Downloaded Transactions to QuickBooks
  • Use Renaming Rules
  • Set Online Preferences
  • Run Banking Reports
  • Chapter 3: Working with Lists
  • Understand the Chart of Accounts
  • Use Numbered Accounts
  • Create Accounts
  • Create Subaccounts
  • Enter List Data Quickly
  • Customize Add/Edit Multiple List Entries Columns
  • Understanding Item Types
  • Use the Item List
  • Add Items
  • Create Subitems
  • Modify and Delete List Items
  • Understand and Use the Class List
  • Enable Classes
  • Create Classes and Subclasses
  • Add List Items
  • Understanding Customer & Vendor Profile Lists
  • Use Other Lists
  • Track Assets with the Fixed Asset Item List
  • Adjust Prices with the Price Level List
  • Create Price Levels
  • Manage the Sales Tax Code List
  • Use the Payroll Item List
  • Work with the Currency List
  • Chapter 4: Managing and Invoicing Customers
  • Understand the Customer Center
  • View the Customers & Jobs Tab
  • Add Customers
  • Merge Customers
  • Create Jobs
  • Use the Transactions Tab
  • Set Sales & Customers Preferences
  • Set Payments Preferences
  • Configure Sales Tax
  • Create Invoices and Sales Receipts
  • Generate Invoices
  • Memorize Invoices
  • Preparing Customers for Batch Invoicing
  • Use Batch Invoicing
  • Use Sales Receipts
  • Issue Credit Memos
  • Send Statements
  • Receive Payments
  • Use the Collections Center
  • Run Sales and Customer Reports
  • View Customers & Receivables Reports
  • Generate Sales Reports
  • Chapter 5: Managing Vendors and Paying Bills
  • Work in the Vendor Center
  • Customize the Vendor Center
  • Add Vendors
  • Set Bills Preferences
  • Enter Bills and Receive Items
  • Enter Bills
  • Receive Items
  • Enter Bills for Received Items
  • Receive Items and Enter Bills
  • Enter Credits
  • Enter Recurring Bills
  • Pay Bills
  • Review and Pay Recorded Bills
  • Pay Bills as They Arrive
  • Manage Use Tax
  • Understand Use Tax
  • Understanding Vendors & Payables Reports
  • Track Use Tax
  • Remit Use Tax
  • Run Purchase Reports
  • Chapter 6: Tracking Inventory
  • Configuring Inventory Control
  • Working with Inventory Items
  • Configure Inventory Preferences
  • Add Inventory Items
  • Understanding Inventory Tracking Basics
  • Create Subitems
  • Create Custom Fields
  • Understanding Inventory Cost Calculation
  • Use Add/Edit Multiple List Entries
  • Print the Worksheet
  • Change the Display Options
  • Generate Purchase Orders
  • Preparing for an Inventory Count
  • Use Filters on the Inventory Worksheet
  • Change the Worksheet Appearance
  • Memorize the Worksheet
  • Take the Physical Count
  • Make Inventory Adjustments
  • Adjust Inventory Quantity
  • Adjust Inventory Value
  • Make Special Inventory Adjustments
  • Track Inventory Giveaways
  • Understanding Inventory Reports
  • Manage Damaged Inventory
  • Chapter 7: Running Payroll
  • Understand Payroll Service Choices
  • Getting Organized Before You Start
  • Enable the QuickBooks Payroll Feature
  • Activate Manual Payroll
  • Configure QuickBooks Payroll
  • Create Payroll Items as You Need Them
  • Enter Wage and Salary Information
  • Add Employee Benefits
  • Understanding Employee Types
  • Set Up New Employees
  • Configure Payroll Preferences
  • Understanding Payroll Preferences
  • Navigate the Employee Center
  • Add, Edit, and Delete Employees
  • View Employee Transactions
  • Setting Employee Preferences
  • Set Default Employee Information
  • Use Timesheets
  • Record a Single Activity
  • Use the Weekly Timesheet
  • Create Payroll Schedules
  • Assign Employees to Payroll Schedules
  • Run Payroll
  • Understanding Payroll Liabilities Payment Options
  • Run Payroll Reports
  • Track Vendors Who Need a 1099
  • Configure 1099 Vendors
  • Configure 1099 Tracking
  • Prepare and File 1099 Forms
  • Chapter 8: Using QuickBooks Reports
  • Navigate the Report Center
  • Understanding Report Center Views
  • Selecting a Report Tab
  • Use the New Icon Bar to View Reports
  • Configure Report Preferences
  • Understanding Basic QuickBooks Reports
  • Customize Reports
  • Filter Reports
  • Change Data Display
  • Set Display Tab Options in Summary Reports
  • Change Header/Footer Settings
  • Configure Fonts & Numbers Tab Options
  • Memorize Reports
  • Run Multiple Reports
  • Export Report Data
  • Chapter 9: Performing QuickBooks Maintenance
  • Manage Housekeeping Chores
  • Back Up Your Data
  • Schedule Regular Backups
  • Restore a Backup
  • Create a Portable Company File
  • Use QuickBooks Data Utilities
  • Verify Data
  • Get Ready to Rebuild Data
  • Rebuild Data
  • Condense Data
  • Create an Accountant’s Copy
  • Import Your Accountant’s Changes
  • Working with the Accountant’s Copy
  • Import and Export
  • Use the File Import Utilities
  • Export List Files
  • Export Addresses to Text Files
  • Understanding IIF Files
  • Understand Document Management
  • Attach and Retrieve Documents
  • Understanding Password Protection
  • Maintain Security
  • Configure Credit Card Protection
  • Add Users
  • Chapter 10: Customizing QuickBooks
  • Add the Favorites Menu
  • Organize QuickBooks Windows
  • Understanding QuickBooks Preferences
  • Configure Reminders
  • Use Multiple Currencies
  • Set Spell-Checking Options
  • Set E-mail Defaults
  • Configure Web Mail
  • Customize Templates
  • Perform Basic Customization
  • Use Additional Customization
  • Understanding Form Elements
  • Use the Layout Designer
  • Customize Templates
  • Use Form Actions
  • Appendix: Budgeting and Planning
  • Understand QuickBooks Budgets
  • Preparing for a Budget
  • Build a Profit And Loss Budget
  • Understand Set Up Budgets Window Basics
  • Use the Handy Set Up Budgets Window Tools
  • Create Profit and Loss Budgets with Additional Criteria
  • Run Budget Reports
  • Run the Budget Overview Report
  • Export Your Budgets
  • Import Budgets into QuickBooks
  • Index