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E-raamat: QuickBooks 2012 QuickSteps

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  • Formaat: 240 pages
  • Ilmumisaeg: 26-Oct-2011
  • Kirjastus: McGraw-Hill Professional
  • Keel: eng
  • ISBN-13: 9780071775953
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QuickBooks 2012 QuickStepsSuurem pilt
  • Formaat: 240 pages
  • Ilmumisaeg: 26-Oct-2011
  • Kirjastus: McGraw-Hill Professional
  • Keel: eng
  • ISBN-13: 9780071775953
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This full-color, step-by-step guide to QuickBooks 2012 is the fastest, easiest way to master all the important features of the bestselling small business financial software.

QuickBooks 2012 QuickSteps provides key details for new and beginner users, and shows how to set up and use QuickBooks to run, track, and manage a small business. The full-color screenshots and illustrations make learning easy.

This step-by-step guide is organized into 10 chapters devoted to specific areas of the QuickBooks software. Each chapter opens with a list of included topics so you’ll know exactly what will be covered. Notes, Tips, and Cautions alert you to potential pitfalls and simplify product terminology. Numbered steps allow you to follow along. Keyboard and menu shortcuts for each area of the program are also included.

The unique, oblong layout of the QuickSteps series mimics your computer screen, displays graphics and explanations side by side, and lays flat so you can easily refer to the book while working on your computer.

QuickBooks 2012 QuickSteps

  • Covers the latest release of the #1 selling small business accounting software package
  • Highly visual, full-color approach includes screenshots and numbered steps on nearly every page as well as sidebars that provide alternate methods and further explanations
  • Focuses on proven techniques for quickly mastering the software’s key features
  • High production quality, breadth of coverage, and low price make the book the best value on the market
Introduction xi
Chapter 1 Stepping into QuickBooks 1(28)
UnderstandingQuickBooks Versions
2(1)
Get Organized
2(1)
Gather Your Financial Information
2(1)
Talk to Your Accountant
2(1)
Installing QuickBooks
3(1)
Choose a Start Date
3(1)
Create a New Company
3(12)
Use the Express Start Wizard
3(1)
Use the Advanced Setup (EasyStep Interview)
4(7)
Get Started with the QuickBooks Setup Wizard
11(4)
Use the Quick Start Center
15(1)
Track Money In
16(1)
Track Money Out
16(1)
Convert from Other Software
16(1)
Get Around in QuickBooks
17(6)
Understand the Home Page
18(1)
Use the Icon Bar
18(1)
Customizing the Icon Bar
19(1)
Display the Open Window List
19(1)
View the Company Snapshot
19(2)
Use the QuickBooks Calendar
21(2)
Use Access Help and the Intuit Community
23(1)
Using the Search Feature
24(1)
Set Basic Operating and Display Options
24(5)
Configure General Preferences
25(2)
Set Desktop View Options
27(2)
Chapter 2 Banking with QuickBooks 29(16)
Set Up Bank Accounts
29(3)
Adding a Bank Account
30(1)
Use the Account Register
30(2)
Creating a Bounced Check Item
32(1)
Deal with Bounced Checks
32(1)
Make Deposits
32(1)
Using the Make Deposits Window
33(1)
Reconcile Bank Accounts
33(5)
View the Discrepancy Report
36(1)
Undo the Last Reconciliation
37(1)
Understanding Online Banking Services
38(1)
Bank Online
38(5)
Sign Up for Online Banking
38(1)
Use the Online Banking Center
38(1)
Configuring Online Bank Accounts
39(1)
Add Downloaded Transactions to QuickBooks
40(2)
Use Renaming Rules
42(1)
Setting Online Preferences
43(1)
Run Banking Reports
43(2)
Chapter 3 Working with Lists 45(18)
Understand the Chart of Accounts
46(3)
Use Numbered Accounts
46(1)
Create Accounts
47(1)
Create Subaccounts
48(1)
Enter List Data Quickly
49(3)
Customize Add/Edit Multiple List Entries Columns
51(1)
Understanding Item Types
52(1)
Use the Item List
52(1)
Create Subitems
51(2)
Understand and Use the Class List
53(4)
Enable Classes
51(3)
Adding Items
54(1)
Create Classes and Subclasses
54(1)
Add List Items
55(1)
Understanding Customer and Vendor Profile Lists
56(1)
Modify and Delete List Items
56(1)
Use Other Lists
57(6)
Track Assets with the Fixed Asset Item List
57(1)
Adjust Prices with the Price Level List
58(1)
Manage the Sales Tax Code List
58(1)
Creating Price Levels
59(1)
Use the Payroll Item List
60(2)
Work with the Currency List
62(1)
Chapter 4 Managing and Invoicing Customers 63(30)
Understand the Customer Center
64(7)
Adding Customers
65(1)
View the Customers & Jobs Tab
65(1)
Merge Customers
65(2)
Create Jobs
67(3)
Use the Transactions Tab
70(1)
Setting Sales & Customers Preferences
71(1)
Set Payments Preferences
71(2)
Configure Sales Tax
73(1)
Create Invoices and Sales Receipts
74(7)
Generate Invoices
74(2)
Memorize Invoices
76(1)
Preparing Customers for Batch Invoicing
77(1)
Use Batch Invoicing
77(2)
Use Sales Receipts
79(2)
Send Statements
81(5)
Issuing Credit Memos
82(4)
Receiving Payments
86(1)
Use the Collections Center
86(2)
Run Sales and Customer Reports
88(5)
View Customers & Receivables Reports
88(3)
Generate Sales Reports
91(2)
Chapter 5 Managing Vendors and Paying Bills 93(18)
Work in the Vendor Center
93(5)
Customize the Vendor Center
95(1)
Add Vendors
96(2)
Setting Bills Preferences
98(1)
Enter Bills and Receive Items
98(5)
Enter Bills
98(2)
Receive Items
100(1)
Entering Bills for Received Items
101(1)
Receive Items and Enter Bills
101(1)
Enter Credits
101(2)
Entering Recurring Bills
103(1)
Pay Bills
103(4)
Review and Pay Recorded Bills
103(2)
Pay Bills as They Arrive
105(2)
Manage Use Tax
107(2)
Understand Use Tax
107(1)
Understanding Vendors & Payables Reports
108(1)
Track Use Tax
108(1)
Remit Use Tax
109(1)
Run Purchase Reports
109(2)
Chapter 6 Tracking Inventory 111(18)
Configuring Inventory Control
111(1)
Configuring Inventory Preferences
112(1)
Working with Inventory Items
112(7)
Add Inventory Items
112(2)
Understanding Inventory Tracking Basics
114(1)
Create Subitems
114(1)
Use the EasySaver Feature
115(1)
Create Custom Fields
116(1)
Use Add/Edit Multiple List Entries
117(2)
Generating Purchase Orders
119(1)
Print the Worksheet
119(3)
Change the Display Options
119(2)
Preparing for an inventory Count
121(1)
Use Filters on the Inventory Worksheet
121(1)
Change the Worksheet Appearance
122(1)
Memorize the Worksheet
122(1)
Take the Physical Count
122(1)
Make inventory Adjustments
123(2)
Adjust Inventory Quantity
123(1)
Adjust inventory Value
124(1)
Make Special Inventory Adjustments
125(4)
Track Inventory Giveaways
125(2)
Understanding Inventory Reports
127(1)
Manage Damaged Inventory
127(2)
Chapter 7 Running Payroll 129(28)
Understand Payroll Service Choices
129(1)
Getting Organized Before You Start
130(1)
Enable the QuickBooks Payroll Feature
130(1)
Configure QuickBooks Payroll
131(8)
Activating Manual Payroll
132(1)
Creating Payroll Items as You Need Them
133(1)
Enter Wage and Salary Information
133(1)
Add Employee Benefits
134(1)
Understanding Employee Types
135(1)
Set Up New Employees
135(3)
Understanding Payroll Setup Wizard Limitations
138(1)
Configure Payroll Preferences
138(1)
Understanding Payroll Preferences
139(1)
Navigate the Employee Center
139(4)
Add, Edit, and Delete Employees
140(1)
Setting Employee Preferences
141(1)
View Employee Transactions
141(2)
Setting Default Employee Information
143(1)
Use Timesheets
143(3)
Record a Single Activity
144(1)
Using the Weekly Timesheet
145(1)
Create Payroll Schedules
146(1)
Assigning Employees to Payroll Schedules
147(1)
Run Payroll
147(3)
Understanding Payroll Liabilities Payment Options
149(1)
Run Payroll Reports
150(1)
Track Vendors Who Need a 1099
150(7)
Configuring 1099 Vendors
151(1)
Configure 1099 Tracking
151(1)
Prepare and File 1099 Forms
151(6)
Chapter 8 Using QuickBooks Reports 157(18)
Navigate the Report Center
157(3)
Understanding the Report Center Views
159(1)
Selecting a Report Tab
160(1)
Configure Report Preferences
160(2)
Understanding Basic QuickBooks Reports
162(1)
Customize Reports
162(10)
Filter Reports
163(2)
Change Data Display
165(2)
Setting Display Tab Options in Summary Reports
167(1)
Change Header/Footer Settings
167(3)
Configure Fonts & Numbers Tab Options
170(1)
Memorizing Reports
171(1)
Running Multiple Reports
172(1)
Export Report Data
172(3)
Chapter 9 Performing QuickBooks Maintenance 175(22)
Manage Housekeeping Chores
175(4)
Back Up Your Data
176(2)
Scheduling Regular Backups
178(1)
Use QuickBooks Data Utilities
179(5)
Verify Data
179(1)
Restoring a Backup
180(1)
Creating a Portable Company File
181(1)
Rebuild Data
181(1)
Getting Ready to Rebuild Data
182(1)
Condense Data
182(2)
Create an Accountant's Copy
184(2)
Working with the Accountant's Copy
185(1)
Importing Your Accountant's Changes
186(1)
Import and Export
186(4)
Use the File Import Utilities
186(3)
Exporting Addresses to Text Files
189(1)
Export List Files
189(1)
Understanding IIF Files
190(3)
Understand Document Management
190(2)
Attach and Retrieve Documents
192(1)
Understanding Password Protection
193(1)
Maintain Security
193(4)
Configuring Credit Card Protection
194(1)
Add Users
194(3)
Chapter 10 Customizing QuickBooks 197(14)
Add the Favorites Menu
197(2)
Understanding QuickBooks Preferences
198(1)
Configure Reminders
199(2)
Using Multiple Currencies
200(1)
Set Spell-Checking Options
201(2)
Setting E-mail Defaults
202(1)
Configuring Web Mail
203(1)
Customize Templates
203(4)
Perform Basic Customization
203(2)
Use Additional Customization
205(2)
Understanding Form Elements
207(1)
Use the Layout Designer
207(4)
Customize Templates
207(2)
Using Form Actions
209(2)
Appendix Budgeting and Planning 211(12)
Understand QuickBooks Budgets
211(1)
Preparing for a Budget
212(1)
Build a Profit And Loss Budget
212(5)
Set Up Budgets Window Basics
214(1)
Handy Set Up Budgets Window Tools
215(2)
Creating Profit And Loss Budgets with Additional Criteria
217(1)
Run Budget Reports
217(6)
Budget Overview Report
218(3)
Exporting Your Budgets
221(1)
Importing Budgets into QuickBooks
222(1)
Index 223
Thomas Barich has been using QuickBooks software for the past 10 years and is the author of QuickBooks 2011 QuickSteps.
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