- About This eBook
- Title Page
- Copyright Page
- Acknowledgments
- Dedication
- About The Authors
- We Want To Hear From You!
- Reader Services
- Contents
- Introduction
- 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
- 8. Job Cost Estimating and Tracking
- 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
- 13. Data Backup and Security
- 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
- 16. Recording Owners’ Equity
- 17. Recording Liabilities
- 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
- Index
Acknowledgments
A book such as QuickBooks 2014 on Demand couldn’t possibly be a one-person job. The group behind this project at Que Publishing forms a team in the very best meaning of the word. Everyone worked together to form a completed whole, and the result is the book you hold in your hands. We want to thank Michelle Newcomb, who organized the production of this book every step of the way, patiently working with us on important deadlines. Thank you also to David Ringstrom, who rode shotgun on the technical editing of this book to make sure everything you read is easy to understand and actually works the way it is supposed to. Thanks to Charlotte Kughen, who helped keep the editing a smooth process with frequent communication. Thanks also to Geneil Breeze, Andy Beaster, and the rest of the team at Que.
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