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E-raamat: QuickBooks 2017 All-In-One For Dummies

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  • Formaat: PDF+DRM
  • Ilmumisaeg: 07-Nov-2016
  • Kirjastus: John Wiley & Sons Inc
  • Keel: eng
  • ISBN-13: 9781119281368
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  • Formaat: PDF+DRM
  • Ilmumisaeg: 07-Nov-2016
  • Kirjastus: John Wiley & Sons Inc
  • Keel: eng
  • ISBN-13: 9781119281368
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Make business chores easy with QuickBooks Managing the books for a small business can be a challenging, onerous task. If you're looking to spend fewer hours hunched over multiple spreadsheets and more time focused on other aspects of your growing business, this all-in-one guide gives you everything you need to put QuickBooks to work for you. Combining eight content-rich books into one complete package, this value-priced reference provides answers to all the questions you have about how QuickBooks can manage your business finances even the ones you didn't know to ask! With the help of QuickBooks 2017 All-In-One For Dummies, you'll quickly and painlessly discover how to use this fan-favorite software program to establish fundamental accounting practices that will keep your company successful and healthy. From installing the software and configuring QuickBooks to setting up payroll reminders and keeping track of your business checkbook and credit cards, everything you need to effectively and efficiently stay on top of those dollars and cents is only a page away! * Organize all of your business finances in one place * Pay vendors, invoice customers, and track inventory * Prepare financial statements and reports * Access your cloud-based account using your smartphone This is your all-encompassing guide to putting your financial woes to rest and simplifying your business accounting with confidence!
Introduction 1(4)
About This Book
1(1)
Foolish Assumptions
2(1)
Icons Used in This Book
3(1)
Beyond the Book
3(1)
Where to Go from Here
3(2)
BOOK 1 AN ACCOUNTING PRIMER
5(64)
Chapter 1 Principles of Accounting
7(20)
The Purpose of Accounting
8(2)
The big picture
8(1)
Managers, investors, and entrepreneurs
8(1)
External creditors
9(1)
Government agencies
9(1)
Business form generation
10(1)
Reviewing the Common Financial Statements
10(13)
The income statement
11(3)
Balance sheet
14(3)
Statement of cash flows
17(3)
Other accounting statements
20(1)
Putting it all together
21(2)
The Philosophy of Accounting
23(3)
Revenue principle
23(1)
Expense principle
24(1)
Matching principle
24(1)
Cost principle
24(1)
Objectivity principle
25(1)
Continuity assumption
25(1)
Unit-of-measure assumption
25(1)
Separate-entity assumption
26(1)
A Few Words about Tax Accounting
26(1)
Chapter 2 Double-Entry Bookkeeping
27(20)
The Fiddle-Faddle Method of Accounting
28(3)
How Double-Entry Bookkeeping Works
31(6)
The accounting model
31(2)
Talking mechanics
33(4)
Almost a Real-Life Example
37(7)
Recording rent expense
38(1)
Recording wages expense
38(1)
Recording supplies expense
38(1)
Recording sales revenue
39(1)
Recording cost of goods sold
39(1)
Recording the payoff of accounts payable
40(1)
Recording the payoff of a loan
40(1)
Calculating account balance
41(2)
Using T-account analysis results
43(1)
A Few Words about How QuickBooks Works
44(3)
Chapter 3 Special Accounting Problems
47(22)
Working with Accounts Receivable
48(3)
Recording a sale
48(1)
Recording a payment
48(1)
Estimating bad-debt expense
49(1)
Removing uncollectible accounts receivable
50(1)
Recording Accounts Payable Transactions
51(2)
Recording a bill
52(1)
Paying a bill
52(1)
Taking some other accounts payable pointers
53(1)
Inventory Accounting
53(4)
Dealing with obsolete inventory
54(1)
Disposing of obsolete inventory
55(1)
Dealing with inventory shrinkage
56(1)
Accounting for Fixed Assets
57(4)
Purchasing a fixed asset
58(1)
Dealing with depreciation
58(2)
Disposing of a fixed asset
60(1)
Recognizing Liabilities
61(5)
Borrowing money
61(1)
Making a loan payment
62(1)
Accruing liabilities
63(3)
Closing Out Revenue and Expense Accounts
66(2)
The traditional close
66(1)
The QuickBooks close
67(1)
One More Thing
68(1)
BOOK 2 GETTING READY TO USE QUICKBOOKS
69(74)
Chapter 1 Setting Up QuickBooks
71(18)
Planning Your New QuickBooks System
71(3)
What accounting does
71(1)
What accounting systems do
72(1)
What QuickBooks does
72(1)
And now for the bad news
73(1)
Installing QuickBooks
74(1)
Dealing with the Presetup Jitters
75(2)
Preparing for setup
75(1)
Seeing what happens during setup
76(1)
Running the QuickBooks Setup Wizard
77(7)
Getting the big welcome
77(1)
Supplying company information
78(2)
Customizing QuickBooks
80(1)
Setting your start date
80(1)
Reviewing the suggested chart of accounts
81(1)
Adding your information to the company file
82(2)
Identifying the Starting Trial Balance
84(5)
A simple example to start
85(2)
A real-life example to finish
87(2)
Chapter 2 Loading the Master File Lists
89(24)
Setting Up the Chart of Accounts List
90(5)
Setting Up the Item List
95(1)
Working with the Price Level List
95(1)
Using Sales Tax Codes
96(1)
Setting Up a Payroll Item List
96(2)
Setting Up Classes
98(1)
Setting Up a Customer List
99(4)
Setting Up the Vendor List
103(4)
Setting Up a Fixed Assets List
107(1)
Setting Up a Price Level List
108(1)
Setting Up a Billing Rate Level List
108(1)
Setting Up Your Employees
109(1)
Setting Up an Other Names List
109(1)
Setting Up the Profile Lists
110(3)
Chapter 3 Fine-Tuning QuickBooks
113(30)
Accessing the Preferences Settings
114(1)
Setting the Accounting Preferences
115(3)
Using account numbers
116(1)
Setting general accounting options
117(1)
Setting the Bills Preferences
118(1)
Setting the Calendar Preferences
119(1)
Setting the Checking Preferences
119(2)
Changing the Desktop View
121(2)
Setting Finance Charge Calculation Rules
123(1)
Setting General Preferences
123(2)
Controlling Integrated Applications
125(1)
Controlling Inventory
126(1)
Controlling How Jobs and Estimates Work
127(1)
Dealing with Multiple Currencies
128(1)
Starting Integrated Payment Processing
129(1)
Controlling How Payroll Works
130(1)
Telling QuickBooks How Reminders Should Work
131(1)
Specifying Reports & Graphs Preferences
132(4)
Setting Sales & Customers Preferences
136(1)
Specifying How Sales Are Taxed
137(1)
Setting the Search Preferences
138(1)
Setting the Send Forms Preferences
138(1)
Fine-Tuning the Service Connection
139(1)
Controlling Spell Checking
140(1)
Controlling How 1099 Tax Reporting Works
141(1)
Setting Time & Expenses Preferences
142(1)
BOOK 3 BOOKKEEPING CHORES
143(128)
Chapter 1 Invoicing Customers
145(34)
Choosing an Invoice Form
145(1)
Customizing an Invoice Form
146(10)
Choosing a template to customize
146(1)
Reviewing the Additional Customization options
146(5)
Moving on to Basic Customization
151(2)
Working with the Layout Designer tool
153(3)
Working with the web-based Forms Customization tool
156(1)
Invoicing a Customer
156(6)
Billing for Time
162(5)
Using a weekly time sheet
162(1)
Timing single activities
163(2)
Including billable time on an invoice
165(2)
Printing Invoices
167(1)
Emailing Invoices
167(1)
Recording Sales Receipts
168(3)
Recording Credit Memos
171(1)
Receiving Customer Payments
172(3)
Assessing Finance Charges
175(2)
Setting up finance charge rules
175(1)
Calculating finance charges
176(1)
Using Odds and Ends on the Customers Menu
177(2)
Chapter 2 Paying Vendors
179(20)
Creating a Purchase Order
179(4)
Creating a real purchase order
180(3)
Using some purchase order tips and tricks
183(1)
Recording the Receipt of Items
183(3)
Simultaneously Recording the Receipt and the Bill
186(1)
Entering a Bill
187(4)
If you haven't previously recorded an item receipt
188(1)
If you have previously recorded an item receipt
189(2)
Paying Bills
191(4)
Reviewing the Other Vendor Menu Commands
195(4)
Vendor Center
195(1)
Sales Tax menu commands
196(1)
Inventory Activities menu commands
197(1)
Print/E-file 1099s
197(1)
Item List
197(2)
Chapter 3 Tracking Inventory and Items
199(30)
Looking at Your Item List
200(2)
Using the Item Code column
200(1)
Using the Item List window
201(1)
Using inventory reports
202(1)
Adding Items to the Item List
202(13)
Adding an item: Basic steps
203(1)
Adding a service item
204(1)
Adding an inventory part
205(2)
Adding a noninventory part
207(1)
Adding an other-charge item
208(1)
Adding a subtotal item
209(1)
Adding a group item
210(1)
Adding a discount item
211(1)
Adding a payment item
212(1)
Adding a sales tax item
213(1)
Setting up a sales tax group
213(1)
Adding custom fields to items
214(1)
Editing Items
215(1)
Adjusting Physical Counts and Inventory Values
216(3)
Adjusting Prices and Price Levels
219(3)
Using the Change Item Prices command
219(1)
Using price levels
220(2)
Enabling advanced pricing
222(1)
Managing Inventory in a Manufacturing Firm
222(7)
Handling manufactured inventory the simple way
223(1)
Performing inventory accounting in QuickBooks
223(4)
Managing multiple inventory locations
227(2)
Chapter 4 Managing Cash and Bank Accounts
229(30)
Writing Checks
229(8)
Recording and printing a check
230(5)
Customizing the check form
235(2)
Making Bank Deposits
237(3)
Transferring Money between Bank Accounts
240(1)
Working with the Register
241(6)
Recording register transactions
241(3)
Using Register window commands and buttons
244(3)
Using Edit Menu Commands
247(4)
Reconciling the Bank Account
251(4)
Reviewing the Other Banking Commands
255(4)
Order Checks & Envelopes command
256(1)
Enter Credit Card Charges command
256(1)
Bank Feeds command
257(1)
Loan Manager
258(1)
Other Names list
258(1)
Chapter 5 Paying Employees
259(12)
Setting Up Basic Payroll
259(7)
Signing up for a payroll service
261(1)
Setting up employees
261(4)
Setting up year-to-date amounts
265(1)
Checking your payroll setup data
265(1)
Scheduling Payroll Runs
266(1)
Paying Employees
266(2)
Editing and Voiding Paychecks
268(1)
Paying Payroll Liabilities
268(3)
BOOK 4 ACCOUNTING CHORES
271(78)
Chapter 1 For Accountants Only
273(16)
Working with QuickBooks Journal Entries
273(3)
Recording a journal entry
274(1)
Reversing a journal entry
275(1)
Editing journal entries
276(1)
Updating Company Information
276(1)
Working with Memorized Transactions
276(1)
Reviewing the Accountant & Taxes Reports
277(2)
Creating an Accountant's Copy of the QuickBooks Data File
279(8)
Creating an accountant's copy
280(3)
Using an accountant's copy
283(1)
Reusing an accountant's copy
284(1)
Exporting client changes
284(1)
Importing accountant's changes
285(1)
Canceling accountant's changes
286(1)
Troubleshooting accountant's copy transfers
286(1)
Using the Client Data Review Commands
287(2)
Chapter 2 Preparing Financial Statements and Reports
289(20)
Some Wise Words Up Front
290(1)
Producing a Report
290(1)
Working with the Report Window
291(8)
Working with Report window buttons
291(6)
Using the Report window boxes
297(2)
Modifying a Report
299(7)
Using the Display tab
300(2)
Using the Filters tab
302(2)
Using the Header/Footer tab
304(1)
Formatting fonts and numbers
304(2)
Processing Multiple Reports
306(1)
A Few Words about Document Retention
307(2)
Chapter 3 Preparing a Budget
309(12)
Reviewing Common Budgeting Tactics
309(3)
Top-line budgeting
310(1)
Zero-based budgeting
310(1)
Benchmarking
311(1)
Putting it all together
312(1)
Taking a Practical Approach to Budgeting
312(1)
Using the Set Up Budgets Window
313(4)
Creating a new budget
313(2)
Working with an existing budget
315(2)
Managing with a Budget
317(1)
Some Wrap-Up Comments on Budgeting
318(3)
Chapter 4 Using Activity-Based Costing
321(16)
Reviewing Traditional Overhead Allocation
322(2)
Understanding How ABC Works
324(5)
The ABC product-line income statement
324(4)
ABC in a small firm
328(1)
Implementing a Simple ABC System
329(1)
Seeing How QuickBooks Supports ABC
330(1)
Turning On Class Tracking
331(1)
Using Classes for ABC
332(5)
Setting up your classes
332(1)
Classifying revenue amounts
333(1)
Classifying expense amounts
334(1)
After-the-fact classifications
334(1)
Producing ABC reports
335(2)
Chapter 5 Setting Up Project and Job Costing Systems
337(12)
Setting Up a QuickBooks Job
338(2)
Tracking Job or Project Costs
340(3)
Job Cost Reporting
343(1)
Using Job Estimates
344(2)
Progress Billing
346(3)
BOOK 5 FINANCIAL MANAGEMENT
349(122)
Chapter 1 Ratio Analysis
351(18)
Some Caveats about Ratio Analysis
352(1)
Liquidity Ratios
353(2)
Current ratio
353(1)
Acid test ratio
354(1)
Leverage Ratios
355(4)
Debt ratio
355(1)
Debt equity ratio
356(1)
Times interest earned ratio
357(1)
Fixed-charges coverage ratio
358(1)
Activity Ratios
359(4)
Inventory turnover ratio
360(1)
Days of inventory ratio
360(1)
Average collection period ratio
361(1)
Fixed-asset turnover ratio
362(1)
Total assets turnover ratio
363(1)
Profitability Ratios
363(6)
Gross margin percentage
363(1)
Operating income/sales
364(1)
Profit margin percentage
365(1)
Return on assets
365(1)
Return on equity
366(3)
Chapter 2 Economic Value Added Analysis
369(14)
Introducing the Logic of EVA
369(1)
Seeing EVA in Action
370(3)
An example of EVA
372(1)
Another example of EVA
372(1)
Reviewing Some Important Points about EVA
373(2)
Using EVA When Your Business Has Debt
375(4)
The first example of the modified EVA formula
375(2)
Another EVA with debt example
377(2)
Presenting Two Final Pointers
379(1)
And Now, a Word to My Critics
380(3)
Chapter 3 Capital Budgeting in a Nutshell
383(18)
Introducing the Theory of Capital Budgeting
383(3)
The big thing is the return
384(1)
One little thing is maturity
384(1)
Another little thing is risk
385(1)
The bottom line
385(1)
Calculating the Rate of Return on Capital
386(10)
Calculating the investment amount
387(1)
Estimating the net cash flows
387(4)
Calculating the return
391(5)
Measuring Liquidity
396(1)
Thinking about Risk
396(2)
What Does All of This Have to Do with QuickBooks?
398(1)
BOOK 6 BUSINESS PLANS
399(2)
Chapter 1 Profit-Volume-Cost Analysis
401(20)
Seeing How Profit-Volume-Cost Analysis Works
402(2)
Calculating Break-Even Points
404(2)
Using Real QuickBooks Data for Profit-Volume-Cost Analysis
406(2)
Sales revenue
406(1)
Gross margin percentage
406(2)
Fixed costs
408(1)
Recognizing the Downside of the Profit-Volume-Cost Model
408(2)
Using the Profit-Volume-Cost Analysis Workbook
410(11)
Collecting your inputs
410(3)
Understanding the break-even analysis
413(1)
Understanding the profit-volume-cost forecast
414(2)
Looking at the profit-volume-cost charts
416(5)
Chapter 2 Creating a Business Plan Forecast
421(36)
Reviewing Financial Statements and Ratios
422(1)
Using the Business Plan Workbook
423(7)
Understanding the Workbook Calculations
430(25)
Forecasting inputs
430(1)
Balance Sheet
430(8)
Common Size Balance Sheet
438(1)
Income Statement
439(4)
Common Size Income Statement
443(1)
Cash Flow Statement
443(7)
Financial Ratios Table
450(5)
Customizing the Starter Workbook
455(2)
Changing the number of periods
455(1)
Performing ratio analysis on existing financial statements
455(1)
Calculating taxes for a current net loss before taxes
456(1)
Combining this workbook with other workbooks
456(1)
Chapter 3 Writing a Business Plan
457(14)
What the Term "Business Plan" Means
457(1)
A Few Words about Strategic Plans
458(1)
Cost strategies
458(1)
Differentiated products and services strategies
459(1)
Focus strategies
459(1)
Look, Ma: No Strategy
459(3)
Two comments about tactics
460(1)
Six final strategy pointers
461(1)
A White-Paper Business Plan
462(3)
A New-Venture Plan
465(6)
Is the new venture's product or service feasible?
465(1)
Does the market want the product or service?
465(1)
Can the product or service be profitably sold?
466(1)
Is the return on the venture adequate for prospective investors?
467(1)
Can existing management run the business?
467(1)
Some final thoughts
468(3)
BOOK 7 CARE AND MAINTENANCE
471(42)
Chapter 1 Administering QuickBooks
473(18)
Keeping Your Data Confidential
473(2)
Using Windows security
474(1)
Using QuickBooks security
474(1)
Using QuickBooks in a Multiuser Environment
475(9)
Setting up additional QuickBooks users
476(6)
Changing user rights in Enterprise Solutions
482(2)
Changing user rights in QuickBooks Pro and Premier
484(1)
Using Audit Trails
484(1)
Turning on Audit Trail tracking
485(1)
Producing an Audit Trail report
485(1)
Enabling Simultaneous Multiuser Access
485(1)
Maintaining Good Accounting Controls
486(5)
Chapter 2 Protecting Your Data
491(16)
Backing Up the QuickBooks Data File
491(5)
Backing-up basics
492(3)
What about online backup?
495(1)
Some backup tactics
496(1)
Restoring a QuickBooks Data File
496(4)
Condensing the QuickBooks Company Files
500(7)
Cleanup basics
501(4)
Some cleanup and archiving strategies
505(2)
Chapter 3 Troubleshooting
507(6)
Using the QuickBooks Help File and This Book
507(2)
Browsing Intuit's Product-Support Website
509(2)
Checking Another Vendor's Product-Support Website
511(1)
Tapping into Intuit's Online and Expert Communities
511(1)
When All Else Fails
512(1)
BOOK 8 APPENDIXES
513(2)
APPENDIX A A Crash Course in Excel
515(16)
Starting Excel
515(1)
Stopping Excel
516(1)
Explaining Excel's Workbooks
516(1)
Putting Text, Numbers, and Formulas in Cells
517(1)
Writing Formulas
518(1)
Scrolling through Big Workbooks
519(1)
Copying and Cutting Cell Contents
520(2)
Copying cell contents
520(1)
Moving cell contents
521(1)
Moving and copying formulas
521(1)
Formatting Cell Contents
522(1)
Recognizing That Functions Are Simply Formulas
523(3)
Saving and Opening Workbooks
526(2)
Saving a workbook
526(1)
Opening a workbook
527(1)
Printing Excel Workbooks
528(1)
One Other Thing to Know
529(2)
APPENDIX B Government Web Resources for Businesses
531(18)
Bureau of Economic Analysis
531(3)
Finding information at the BEA website
532(1)
Downloading a BEA publication
532(1)
Uncompressing a BEA publication
533(1)
Using a BEA publication
534(1)
Bureau of Labor Statistics
534(4)
Finding information at the BLS website
535(1)
Using BLS information
536(2)
Census Bureau
538(3)
Finding information at the Census Bureau website
538(2)
Using the Census Bureau's publications
540(1)
Using the Census Bureau search engine
541(1)
Using the Census Bureau Subjects Index
541(1)
Securities and Exchange Commission
541(3)
Finding information through EDGAR
541(1)
Searching the EDGAR database
542(2)
Federal Reserve
544(1)
Finding information at the Federal Reserve website
544(1)
Using the Federal Reserve website's information
545(1)
Government Printing Office
545(2)
Information available at the GPO website
546(1)
Searching the GPO database
546(1)
Internal Revenue Service
547(2)
APPENDIX C Glossary of Accounting and Financial Terms
549(30)
Index 579
Stephen L. Nelson, MBA, CPA, MS in Taxation, is a CPA in Redmond, Washington. He provides accounting, business advisory, and tax planning and preparation services to small businesses such as manufacturers, retailers, professional service firms, and start-up technology companies.
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