Overview

QuickBooks 2007 on Demand is the ultimate reference for people who really want to learn how to use the most popular accounting program. Using a friendly seeit/do-it technique, QuickBooks 2007 on Demand gives you illustrated, full color, step-by-step explanations that put you in charge of your finances. Whether you keep this book right next to your computer for quick reference or use it to train others, you’ll find this is an indispensable resource.   SEE HOW TO Produce and customize reports that show exactly how your company is doing Schedule transactions so you’ll never forget a due date again Bill time and expenses directly to customers Use the new QuickBooks features for 2007, including a redesigned Payroll Center and the new Accountant’s Copy that lets you keep working while your accountant reviews your books Create and use a budget Reconcile your bank account to the penny without waiting for the bank statement to come in the mail Keep detailed records of fixed asset acquisitions Protect your financial information with the latest in security techniques Send customized mailings to your customers and vendors 1. Setting Up Your Company Accounts with the EasyStep Interview 2. Setting Up and Using Payroll Features   3. Adding or Changing Information After the Interview Is Completed   4. Invoicing and Collecting Income   5. Making Purchases and Recording Payments   6. Collecting and Paying Sales Tax   7. Using Timesaving Features   8. Job Cost Estimating and Tracking   9. Tracking Time   New! 10. QuickBooks Tips and Tricks   11. Using the QuickBooks Online Features   12. Preparing Income Tax Returns   13. Security   14. Using Inventory Features   15. Recording Your Assets   16. Recording Owners’ Equity   17. Recording Liabilities   18. Preparing the Top Ten QuickBooks Reports   New! Features   Index    

Full Product Details

Author:   Gail Perry
Publisher:   Pearson Education (US)
Imprint:   Que Corporation,U.S.
Dimensions:   Width: 19.00cm , Height: 2.00cm , Length: 23.30cm
Weight:   0.759kg
ISBN:  

9780789736321

ISBN 10:   0789736322
Pages:   448
Publication Date:   12 December 2006
Audience:   Professional and scholarly ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Out of Print
Availability:   In Print  
Limited stock is available. It will be ordered for you and shipped pending supplier's limited stock.

Table of Contents

1. Setting Up Your Company Accounts with the EasyStep Interview 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   Entering a Start Date   Setting Up a Bank Account   Setting Up Income and Expense Accounts   Stopping, Restarting, and Completing the Interview   2. Setting Up and Using Payroll Features   Setting Payroll and Employee Preferences   New! Setting Up Employees   New! Setting Up Employee Payroll Information   Setting Up Employee Payroll Taxes   Setting Up Sick and Vacation Benefits   Setting Up Payroll Deductions   New! Paying Employees   Using Timer Information with QuickBooks Payroll   Printing Paychecks   Using Direct Deposit   Creating Employer Payroll Reports   Paying Payroll Taxes with Form 941   Paying Federal Unemployment Compensation Taxes with Form 940   Preparing W-2 Forms   Issuing 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 Interview Is Completed   Setting General Preferences   New! Setting Desktop View Preferences   Sorting Lists   Displaying Lists on Forms   Adding Accounts   New! Using Account Numbers   Adding Customers   New! Displaying Detailed Customer Information   Adding Vendors   Adding Items   New! Adding Information “On-the-Fly”   Moving Items on a List   Creating Subitems   Editing Information on a List   Hiding Entries on Lists   Deleting Entries on a List   Merging Entries on a List   Printing Lists   Searching for Transactions   Generating a QuickReport   Setting Accounting Preferences   4. Invoicing and Collecting Income   Setting Sales and Customers Preferences   New! Creating an Invoice   Previewing Invoices   Printing a Single Invoice   Printing a Batch of Invoices   Emailing an Invoice   Charging Expenses to a Customer   New! Setting Finance Charge Preferences   Creating a Monthly Statement   Setting Send Forms Preferences   Tracking Accounts Receivable   Receiving Payments for Invoices   Issuing a Credit or Refund   Receiving Cash   Making Bank Deposits   Receiving Advances, Retainers, and Down Payments   Issuing Discounts   Viewing the Open Invoices Report   Creating a Collection Letter   Recording Bad Debts   5. Making Purchases and Recording Payments   Setting Purchases and Vendors Preferences   New! Using Purchase Orders   Viewing Items on Purchase Orders   Viewing Vendor Information   Receiving Goods   Receiving a Partial Order   Viewing Unpaid Bills Reports   Paying Bills   Taking Discounts   Using the Check Register   Editing Bill Payments   Deleting Bill Payments   Setting Checking Preferences   Writing Checks   New! Printing Checks   New! Voiding Checks   Creating Purchase Reports   6. Collecting and Paying Sales Tax   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 Timesaving Features   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   Setting Jobs and Estimate Preferences   Setting Up a Job   Using the Job Status Feature   Using the Job Type Feature   Using the Job Dates Feature   Using the Job Description Feature   Creating an Estimate   Invoicing Against an Estimate   Revising Estimates   Creating a Work in Progress Report   9. Tracking Time   New! Setting Time Tracking Preferences   Installing the Timer   Exporting Information to the Timer   New! Creating a New Timer File   Creating a Timed Activity   Using the Timer   Sending Timer Data to QuickBooks   Opening Timer Data in QuickBooks   Viewing Timer Transactions   Editing Timer Transactions   Billing Time from the Timer to the Customer   Backing Up and Condensing Timer Data   Restoring Backed-Up and Condensed Timer Data   10. QuickBooks Tips and Tricks   Setting Spelling Preferences   Creating a Budget   Producing Budget Reports   Setting Up Classes   Displaying a Class List   Using Multiple Classes on One Form   Reporting on Classes   Creating Payment Terms   Customizing Forms–Editing Existing Forms   Customizing Forms–Creating a New Form   Making Journal Entries   New! Using the Audit Trail   Using the QuickBooks Remote Access Feature   Creating Mailing Labels   11. Using the QuickBooks Online Features   Setting Service Connection Preferences   Setting Up Your QuickBooks Internet Connection   Activating Your Online Bank Account   Retrieving Online Bank Statements   Matching Transactions   Making Online Payments   Canceling Online Payments   New! Sending Online Messages   Transferring Money Between Accounts   Getting Reports of Online Transactions   Using the QuickBooks Website   New! Using the QuickBooks Online Edition   12. Preparing Income Tax Returns   Choosing the Correct Income Tax Form   Assigning Tax Lines   Using the Income Tax Summary Report   Using the Income Tax Detail Report   Making Estimated Tax Payments   Creating a Tax Return   13. Security   Backing Up Your QuickBooks Company File   Restoring Backed-Up Information   Using the QuickBooks Online Backup Service   Setting Up the Administrator   Adding Users   Editing User Access   Removing Users   Closing Financial Records at Year-End   Creating a Closing Date Exception Report   14. Using Inventory Features   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 Price of Inventory   15. Recording Your Assets   Reconciling to Your Bank Statement   Recording Automatic Teller Withdrawals   Tracking Petty Cash   Receiving Credit Card Payments   Recording Deposits As Assets   Purchasing Fixed Assets   Entering Depreciation   Selling Fixed Assets   16. Recording Owners’ Equity   Understanding the Opening Balance Equity Account   Recording Owners’ Draws   Entering Prior Period Adjustments   Viewing Contents of Retained Earnings Account   17. Recording Liabilities   Managing Accounts Payable   Recording Payroll Tax Accruals   Setting Up Credit Card Accounts   Accounting for Deposits or Retainers   Recording Loans   Using the QuickBooks Loan Manager   Recording Loan Payments   18. Preparing the Top Ten QuickBooks Reports   Setting Reports and Graphs Preferences   Preparing an Income Statement   Preparing a Balance Sheet   Preparing a Trial Balance   Preparing a General Ledger Report   New! Preparing a Budget Report   Preparing a Sales Tax Liability Report   Preparing a Payroll Liability Report   Preparing an Accounts Receivable Aging Summary Report   Preparing a Job Progress Report   Preparing an Accounts Payable Aging Detail Report   Customizing Reports   Memorizing a Customized Report   New! Features   QuickBooks 2007   Index  

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Author Information

Gail Perry is a CPA and a graduate of Indiana University. She has worked in public accounting for more than 20 years and has spent that time helping her clients make the best use of the tax laws and accounting rules that benefit them most. Gail is a former senior tax consultant with the international CPA firm Deloitte, where she specialized in providing tax planning services and advice to small businesses. She has written hundreds of newspaper and magazine articles about taxes, personal and business finances, and financial software and is a contributing editor for SMBFinance and Accounting Today magazines. Gail is the author of more than 20 books, including The Complete Idiot’s Guide to Doing Your IncomeTaxes, Show Me QuickBooks 2006, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income.

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