Overview

QuickBooks Financial Software has become the preferred accounting software for the small business market. QuickBooks 2010 On Demand is a task-based reference book, designed to appeal to the QuickBooks user who wants the answer to questions in a hurry. The book is highly visual, with screen shots and callouts describing each step of particular tasks. Accompanying the task steps are cross-references to related sections of the book, tips and short cuts, introductory text, and sidebars that expand on more technical areas of the program. From the starting moments of taking the QuickBooks program out of the box for the first time, through setup of a company, to beginning and ongoing tasks, monthly and less frequent periodic tasks, special features unique to QuickBooks Pro, and aspects of using QuickBooks online, this book provides direction that is quick to find and easy to understand. Whether the user is experienced with QuickBooks and just needs a quick answer to a nagging question, or a novice who doesn't know where to begin, this book provides a unique and detailed resource that can be kept by the your side for easy reference.

Full Product Details

Author:   Gail Perry ,  Laura Madeira
Publisher:   Pearson Education (US)
Imprint:   Que Corporation,U.S.
Dimensions:   Width: 23.10cm , Height: 2.00cm , Length: 18.90cm
Weight:   0.753kg
ISBN:  

9780789743237

ISBN 10:   078974323
Pages:   456
Publication Date:   31 December 2009
Audience:   Professional and scholarly ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Out of Print
Availability:   Out of stock  

Table of Contents

Introduction xv 1   Setting Up Your Company Accounts with the EasyStep Interview 1 Installing QuickBooks 2 Registering QuickBooks 5 Setting Up QuickBooks in a Multiuser Office 6 Transferring Data from Older Versions of QuickBooks 7 Transferring Data from Quicken 9 Practicing with the Sample Company Files 11 Entering Data for a New Company 13 Setting Up a Bank Account 20 Setting Up Income and Expense Accounts 21 Stopping, Restarting, and Completing the Interview 22 2   Setting Up and Using Payroll Features 25 Setting Payroll and Employee Preferences 26 Setting Up Employees 29 Setting Up Employee Payroll Information 31 Setting Up Employee Payroll Taxes 32 Setting Up Sick and Vacation Benefits 34 Setting Up Payroll Deductions 37 Paying Employees 39 Printing Paychecks 43 Using Direct Deposit 44 Preparing and Paying Payroll Liabilities 46 Creating Employer Payroll Reports 49 Reporting Payroll Taxes with Form 941 50 Paying Federal Unemployment Compensation Taxes with Form 940 53 Preparing W-2 Forms 55 Issuing W-3 Forms 57 Setting Up Independent Contractors for 1099 Forms 59 Setting 1099 Preferences 61 Issuing 1099 Forms 62 Outsourcing Payroll 63 3   Adding or Changing Information After the EasyStep Interview is Completed 65 Setting General Preferences 66 Setting Desktop View Preferences 69 Setting Accounting Preferences 71 Adding Accounts 73 Using Account Numbers 75 Sorting Lists 76 Displaying Lists on Forms 77 Adding Customers 79 Working with the Customer Center 81 Adding Vendors 83 Adding Items 86 Adding Information “On-the-Fly” 91 Moving Items on a List 92 Creating Subitems 93 Editing Information on a List 94 Marking List Items Inactive 95 Deleting Entries on a List 97 Merging Entries on a List 98 Printing Lists 100 Searching for Transactions 101 4   Invoicing and Collecting Income 103 Setting Customers Preferences 104 Creating an Invoice 106 Previewing or Printing Invoices 110 Emailing an Invoice 112 Charging Expenses to a Customer 116 Setting Finance Charge Preferences 118 Creating a Monthly Statement 119 Receiving Payments for Invoices 121 Issuing a Credit or Refund 122 Recording Cash Sales (COD) 124 Making Bank Deposits 125 Receiving Advances, Retainers, and Down Payments 126 Issuing Discounts 127 Tracking Accounts Receivable 130 Viewing the Open Invoices Report 131 Creating a Collection Letter 132 Recording Bad Debts 135 Working with Multiple Currencies 137 5   Making Purchases and Recording Payments 149 Setting Purchases and Vendors Preferences 150 Working with the Vendor Center 153 Using Purchase Documents 154 Reporting on Open Purchase Orders 159 Receiving Goods 160 Receiving a Partial Order 162 Viewing Aging and Unpaid Bills Reports 163 Paying Bills 164 Taking Discounts 165 Using the Check Register 166 Editing Bill Payments 167 Deleting Bill Payments 169 Setting Checking Preferences 170 Writing Checks 172 Printing Checks 174 Voiding Checks 175 6   Collecting and Paying Sales Tax 179 Setting Sales Tax Preferences 180 Creating a Sales Tax Item 181 Creating a Sales Tax Group 182 Charging Sales Tax to Customers 183 Entering Tax Status of Inventory Items 184 Selling Tax-Exempt Items 185 Selling Items to Tax-Exempt Customers 186 Producing Monthly Sales Tax Reports 187 Paying Sales Tax 188 Taking a Discount for Early Payment 189 7   Using Time-Saving Features 191 Memorizing Transactions 192 Memorizing a Group of Transactions 193 Using Memorized Transactions 195 Scheduling Recurring Transactions 196 Changing Memorized and Scheduled Transactions 199 Removing Memorized Transactions 201 Setting Reminders Preferences 202 Using Reminders 204 8   Job Cost Estimating and Tracking 205 Setting Jobs and Estimate Preferences 206 Setting Up a Job 208 Tracking Job Status and Type 211 Using the Job Type Feature 212 Tracking Other Job Info 213 Working With Estimates 214 Invoicing Against an Estimate 217 Reporting on Job Estimates vs. Actual 220 9   Tracking Time 221 Setting Time Tracking Preferences 222 Installing the Timer 223 Exporting Information to the Timer 225 Creating a New Timer File 226 Creating a Timer Activity 228 Using the Timer 229 Sending Timer Data to QuickBooks 230 Importing Timer Data into QuickBooks 231 Transactions 232 Editing Timer Transactions 233 Invoicing the Customer for Timer Activities 234 10   QuickBooks Tips and Tricks 235 Setting Spelling Preferences 236 Creating a Budget 237 Preparing Budget Reports 241 Setting Up Classes 243 Using Classes on Sales and Purchase Forms 244 Reporting on Classes 245 Creating Payment Terms 246 Customizing Forms Design 247 Customizing Forms Data 250 Making Journal Entries 254 Using the QuickBooks Remote Access Feature 256 Creating Mailing Labels 257 11   Using the QuickBooks Online Features 259 Choosing Online Banking Mode 260 Activating Online Services with Your Financial Institution 262 Retrieving Online Transactions 266 Adding Transactions to QuickBooks 267 Renaming Rules–Automatically Assign List Name 270 Setting Preference to Prefill Accounts 271 Assigning Transactions to Open Vendor Bills 272 Assigning Deposits to Open Customer Invoices 273 Deleting Multiple Transactions 274 Adding Multiple Transactions 275 Making Online Payments 276 Canceling Online Payments 278 Sending Online Messages 279 Transferring Money Between Accounts 280 Getting Reports of Online Transactions 281 Using the QuickBooks Website 282 Using the QuickBooks Online Edition 283 12   Preparing Income Tax Returns 285 Choosing the Correct Income Tax Form 286 Assigning Tax Lines to New or Existing Accounts 288 Using the Income Tax Reporting 289 Making Estimated Tax Payments 293 Creating a Tax Return 294 13   Data Backup and Security 299 Backing Up Your QuickBooks Company File 300 Restoring Backed-Up Information 304 Using the QuickBooks Online Backup Service 306 Adding or Editing the Administrator Password 308 Adding New or Editing Existing Users 309 Closing Financial Records at Year-End 313 Creating a Closing Date Exception Report 315 14   Using Inventory Features 317 Activating Inventory 318 Setting Up Inventory Items 320 Adding to Your Inventory 323 Editing Inventory Items 324 Creating an Inventory Group 326 Managing Sales Orders 328 Setting Up Reminders to Replenish Your Inventory 330 Preparing Inventory Reports 331 Counting Your Inventory 333 Adjusting Inventory Quantities 334 Adjusting the Default Price of Inventory 335 15   Recording Your Assets 337 Reconciling Your Bank Statement 338 Recording Bank Account Transfers 341 Tracking Petty Cash 342 Receiving Credit Card Payments 343 Recording Deposits as Assets 344 Purchasing Fixed Assets 345 Entering Depreciation 348 Selling Fixed Assets 349 16   Recording Owners’ Equity 351 Understanding the Opening Balance Equity Account 352 Recording Owners’ Distributions 355 Entering Prior Period Adjustments 357 Viewing Transactions in Retained Earnings Account 358 17   Recording Liabilities 359 Managing Accounts Payable 361 Recording Payroll Tax Accruals Without a QuickBooks Payroll Subscription 362 Setting Up Credit Card Accounts 363 Accounting for Deposits or Retainers 368 Recording Loans 369 Using the QuickBooks Loan Manager 370 Recording Loan Payments 373 18   Working with Reports in QuickBooks 375 Company Snapshot 376 Using the Improved Report Center 378 Setting Report and Graph Preferences 381 Modifying Reports 384 Creating and Using Report Groups 387 Memorizing Reports 389 Importing and Exporting Report Templates 390 Other Reporting Tips and Tricks 392 Workshops 395 What’s New and Improved 407 Index 413  

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Author Information

Gail Perry is a CPA and a financial journalist. She is the managing editor of AccountingWEB, the online daily news magazine for members of the accounting profession. 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 and their businesses. Gail is a former senior tax accountant with the Big Four firm Deloitte, where she specialized in providing tax planning services and advice to small businesses. Gail has a degree in English and journalism from Indiana University and has written hundreds of newspaper and magazine articles about taxes, accounting, personal and business finances, and financial software. She is the author of more than 20 books, including The Complete Idiot’s Guide to Doing Your Income Taxes, Quicken All-In-One Desk Reference for Dummies, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income.   Laura Madeira is the owner of ACS, Inc., a software sales and consulting firm located in the greater Dallas, Texas area. Her affiliations with Intuit include being an Intuit Solution Provider, a select member of the Intuit Trainer/Writer Network, Advanced QuickBooks Certified, Enterprise and Point of Sale Certified, and member of the Intuit Solution Provider Advisory Council. Laura is also the author of the Quick- Books 2010 Solutions Guide and Quick- Books Essentials: For All QuickBooks Users, 9+ hours of self-paced video instruction, all offered by Que Publishing. For more than 22 years, Laura has worked with companies of all sizes and from many varied industries. Her focus has been to help the small to mid-sized growing businesses become more successful by automating their internal accounting processes and reporting functions. Additionally, Laura is a guest speaker for Intuit, providing training to thousands of consultants and accountants nationwide. She is also a respected author for Intuit who writes technical training materials presentations and documents her research and review of competing software solutions. Her QuickBooks at Year- End document is one of the most sought-after publications that Intuit offers to its ProAdvisor consultants. Laura has served on two Intuit Customer Advisory Councils, and has been a consultant representing the accountant community during product development for QuickBooks 2010. She earned her accounting degree from Florida Atlantic University. Laura can be contacted through her website: www.quick-training.com.  

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