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QuickBooks® 2014 on Demand
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QuickBooks® 2014 on Demand
by Gail Perry, Michelle L. Long
QuickBooks® 2014 on Demand
About This eBook
Title Page
Copyright Page
Acknowledgments
Dedication
About The Authors
We Want To Hear From You!
Reader Services
Contents
Introduction
What You’ll Learn
The Best Place to Start
How This Book Works
Organization of the Book
1. Setting Up Your Company Accounts with the EasyStep Interview
Introduction
Installing QuickBooks
Registering QuickBooks
Setting Up QuickBooks in a Multiuser Office
Transferring Data from Older Versions of QuickBooks
Transferring Data from Quicken
Practicing with the Sample Company Files
Entering Data for a New Company
Setting Up a Bank Account
Setting Up Income and Expense Accounts
Stopping, Restarting, and Completing the Interview
2. Setting Up and Using Payroll Features
Introduction
Setting Payroll and Employee Preferences
Setting Up Employees
Setting Up Employee Payroll Information
Setting Up Employee Payroll Taxes
Setting Up Sick and Vacation Benefits
Setting Up Payroll Deductions
Paying Employees
Printing Paychecks
Using Direct Deposit
Preparing and Paying Payroll Liabilities
Creating Employer Payroll Reports
Reporting Payroll Taxes with Form 941
Paying Federal Unemployment Compensation Taxes with Form 940
Preparing W-2/W-3 Forms
Setting Up Independent Contractors for 1099 Forms
Setting 1099 Preferences
Issuing 1099 Forms
Outsourcing Payroll
3. Adding or Changing Information After the Initial Company Setup
Introduction
Setting General Preferences
Setting Desktop View Preferences
Setting Accounting Preferences
Adding Accounts
Using Account Numbers
Sorting Lists
Displaying Lists on Forms
Adding Customers
Working with the Customer Center
Adding Vendors
Adding Items
Adding Multiple List Entries: Customers, Vendors, or Items
Adding Information “On-the-Fly”
Moving Items on a List
Creating Subitems
Editing Information on a List
Marking List Items Inactive
Deleting Entries on a List
Merging Entries on a List
Printing Lists
Searching for Transactions
4. Invoicing and Collecting Income
Introduction
Setting Customers’ Preferences
Creating an Invoice
Creating Batch Invoices
Previewing or Printing Invoices
Emailing an Invoice
Charging (or Billing) Expenses to a Customer
Setting Finance Charge Preferences
Creating a Monthly Statement
Receiving Payments for Invoices
Issuing a Credit or Refund
Recording Cash Sales/Sales Receipts
Making Bank Deposits
Receiving Advances, Retainers, and Down Payments
Issuing Discounts
Tracking Accounts Receivable
Using the Income Tracker
Working with the Customer and Payments Snapshots
Viewing the Open Invoices Report
Using the Collections Center
Creating a Collection Letter
Recording Bad Debts
Recording Bounced Checks
Working with Multiple Currencies
5. Making Purchases and Recording Payments
Introduction
Setting Purchases and Vendors Preferences
Working with the Vendor Center
Using Purchase Orders
Reporting on Open Purchase Orders
Receiving Goods
Receiving a Partial Order
Viewing Aging and Unpaid Bills Reports
Paying Bills
Taking Discounts
Using the Check Register
Editing Bill Payments
Deleting Bill Payments
Setting Checking Preferences
Writing Checks
Printing Checks
Voiding Checks
6. Collecting and Paying Sales Tax
Introduction
Setting Sales Tax Preferences
Creating a Sales Tax Item
Creating a Sales Tax Group
Charging Sales Tax to Customers
Entering Tax Status of Inventory Items
Selling Tax-Exempt Items
Selling Items to Tax-Exempt Customers
Producing Monthly Sales Tax Reports
Paying Sales Tax
Taking a Discount for Early Payment
7. Using Time-Saving Features
Introduction
Memorizing Transactions
Memorizing a Group of Transactions
Using Memorized Transactions
Scheduling Recurring Transactions
Changing Memorized and Scheduled Transactions
Removing Memorized Transactions
Setting Reminders Preferences
Using Reminders
8. Job Cost Estimating and Tracking
Introduction
Setting Jobs and Estimate Preferences
Setting Up a Job
Tracking Job Status and Type
Using the Job Type Feature
Tracking Other Job Info
Working with Estimates
Invoicing Against an Estimate
Reporting on Job Estimates Versus Actuals
9. Tracking Time
Introduction
Setting Time Tracking Preferences
Installing the Timer
Exporting Information to the Timer
Creating a New Timer File
Creating a Timer Activity
Using the Timer
Sending Timer Data to QuickBooks
Importing Timer Data into QuickBooks
Viewing Timer Transactions
Editing Timer Transactions
Invoicing the Customer for Timer Activities
10. QuickBooks Tips and Tricks
Introduction
Setting Spelling Preferences
Creating a Budget
Preparing Budget Reports
Setting Up Classes
Using Classes on Sales and Purchase Forms
Reporting on Classes
Creating Payment Terms
Customizing Forms Design
Customizing Forms Data
Making Journal Entries
Using the QuickBooks Remote Access Feature
Creating Mailing Labels
11. Using Bank Feeds and Online Banking
Introduction
Choosing Bank Feeds Mode
Activating Bank Feeds
Retrieving Online Transactions
Manually Importing Transactions
Quick Add Transactions to QuickBooks
Adding More Details to Transactions
Batch Adding Transactions
Automatically Assigning Names and Accounts
Assigning Transactions to Open Vendor Bills
Deleting Transactions
Making Online Payments
Canceling Online Payments
Transferring Money Between Accounts
Getting Reports of Online Transactions
12. Preparing Income Tax Returns
Introduction
Choosing the Correct Income Tax Form
Assigning Tax Lines to New or Existing Accounts
Using the Income Tax Reporting
Making Estimated Tax Payments
Creating a Tax Return
13. Data Backup and Security
Introduction
Backing Up Your QuickBooks Company File
Restoring Backed-Up Information
Using the QuickBooks Online Backup Service
Adding or Editing the Administrator Password
Adding New or Editing Existing Users
Closing Financial Records at Year-End
Creating a Closing Date Exception Report
14. Using Inventory Features
Introduction
Activating Inventory
Setting Up Inventory Items
Adding to Your Inventory
Editing Inventory Items
Creating an Inventory Group
Managing Sales Orders
Setting Up Reminders to Replenish Your Inventory
Preparing Inventory Reports
Counting Your Inventory
Adjusting Inventory Quantities
Adjusting the Default Price of Inventory
15. Recording Your Assets
Introduction
Reconciling Your Bank Statement
Recording Bank Account Transfers
Tracking Petty Cash
Receiving Credit Card Payments
Recording Deposits as Assets
Purchasing Fixed Assets
Entering Depreciation
Selling Fixed Assets
16. Recording Owners’ Equity
Introduction
Understanding the Opening Balance Equity Account
Recording Owners’ Distributions
Entering Prior Period Adjustments
Viewing Transactions in Retained Earnings Account
17. Recording Liabilities
Introduction
Managing Accounts Payable
Recording Payroll Tax Accruals Without a QuickBooks Payroll Subscription
Setting Up Credit Card Accounts
Accounting for Deposits or Retainers
Recording Loans
Using the QuickBooks Loan Manager
Recording Loan Payments
18. Working with Reports in QuickBooks
Introduction
Looking at the Company Snapshot
Using the Report Center
Setting Report and Graph Preferences
Modifying Reports
Creating and Using Report Groups
Memorizing Reports
Importing and Exporting Report Templates
Understanding Sharing and Contributed Reports
Learning Other Reporting Tips and Tricks
Workshops
Introduction
Project 1: Creating Your Own Favorites Menu
Project 2: Customizing the Company Snapshot
Project 3: Using Document Management
Project 4: Color-Coding Your Accounts
Project 5: Using To Do Notes
Project 6: Using the Lead Center
Index
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