- Copyright
- About the Authors
- Author's Acknowledgments
- Publisher's Acknowledgments
- Introduction
- I. Quickly into QuickBooks
- 1. QuickBooks: The Heart of Your Business
- 2. Answering Mr. Wizard
- 2.1. Getting Ready for the Big Interview
- 2.2. Doing the EasyStep Interview
- 2.2.1. Tip 1: Get to know the interview protocol
- 2.2.2. Tip 2: Take your time
- 2.2.3. Tip 3: Get industry-specific advice
- 2.2.4. Tip 4: Accept the suggested filename and location
- 2.2.5. Tip 5: Go with the suggested Chart of Accounts
- 2.2.6. Tip 6: Consider tracking all your expenses with your checkbook
- 2.2.7. Tip 7: Add accounts you need
- 2.3. The Rest of the Story
- 2.4. Should You Get Your Accountant's Help?
- 3. Populating QuickBooks Lists
- 3.1. The Magic and Mystery of Items
- 3.2. Adding Employees to Your Employee List
- 3.3. Customers Are Your Business
- 3.4. It's Just a Job
- 3.5. Adding Vendors to Your Vendor List
- 3.6. The Other Lists
- 3.6.1. The Fixed Asset list
- 3.6.2. The Price Level list
- 3.6.3. The Sales Tax Code list
- 3.6.4. The Class list
- 3.6.5. The Other Names list
- 3.6.6. The Sales Rep list
- 3.6.7. Customer, Vendor, and Job Types list
- 3.6.8. The Terms list
- 3.6.9. The Customer Message list
- 3.6.10. The Payment Method list
- 3.6.11. The Ship Via list
- 3.6.12. The Vehicle list
- 3.6.13. The Memorized Transaction list
- 3.6.14. The Reminders list
- 3.7. Organizing and Printing Lists
- 3.8. Exporting List Items to Your Word Processor
- 3.9. Dealing with the Chart of Accounts List
- II. Daily Entry Tasks
- 4. Creating Invoices and Credit Memos
- 4.1. Making Sure That You're Ready to Invoice Customers
- 4.2. Preparing an Invoice
- 4.3. Fixing Invoice Mistakes
- 4.4. Preparing a Credit Memo
- 4.5. Fixing Credit Memo Mistakes
- 4.6. Printing Invoices and Credit Memos
- 4.7. Sending Invoices and Credit Memos via E-Mail
- 4.8. Customizing Your Invoices and Credit Memos
- 5. Reeling In the Dough
- 6. Paying the Bills
- 7. Inventory Magic
- 8. Keeping Your Checkbook
- 9. Paying with Plastic
- 4. Creating Invoices and Credit Memos
- III. Stuff You Do from Time to Time
- 10. Printing Checks
- 11. Payroll
- 11.1. Getting Ready to Do Payroll without Help from QuickBooks
- 11.2. Doing Taxes the Right Way
- 11.3. Getting Ready to Do Payroll with QuickBooks
- 11.4. Paying Your Employees
- 11.5. Paying Payroll Liabilities
- 11.6. Preparing Quarterly Payroll Tax Returns
- 11.7. Filing Annual Returns and Wage Statements
- 11.8. The State Wants Some Money, Too
- 12. Building the Perfect Budget
- 12.1. Is This a Game You Want to Play?
- 12.2. All Joking Aside: Some Basic Budgeting Tips
- 12.3. A Budgeting Secret You Won't Learn in College
- 12.4. Setting Up a Secret Plan
- 12.5. Adjusting a Secret Plan
- 12.6. Forecasting Profits and Losses
- 12.7. Projecting Cash Flows
- 12.8. Using the Business Planner Tools
- 13. Online with QuickBooks
- 13.1. Doing the Electronic Banking Thing
- 13.1.1. So what's the commotion about?
- 13.1.2. A thousand reasons not to bank online
- 13.1.3. Making sense of online banking
- 13.1.4. Signing up for the service
- 13.1.5. Making an online payment
- 13.1.6. Transferring money electronically
- 13.1.7. Changing instructions
- 13.1.8. Transmitting instructions
- 13.1.9. Message in a bottle
- 13.2. A Quick Review of the Other Online Opportunities
- 13.1. Doing the Electronic Banking Thing
- IV. Housekeeping Chores
- 14. The Balancing Act
- 15. Reporting on the State of Affairs
- 16. Job Estimating, Billing, and Tracking
- 17. File Management Tips
- 18. Fixed Assets and Vehicle Lists
- V. The Part of Tens
- 19. (Almost) Ten Tips for Business Owners
- 19.1. Sign All Your Own Checks
- 19.2. Don't Sign a Check the Wrong Way
- 19.3. Review Canceled Checks Before Your Bookkeeper Does
- 19.4. Choose a Bookkeeper Who Is Familiar with Computers and Knows How to Do Payroll
- 19.5. Choose an Appropriate Accounting System
- 19.6. If QuickBooks Doesn't Work for Your Business
- 19.7. Keep Things Simple
- 20. Tips for Handling (Almost) Ten Tricky Situations
- 21. (Almost) Ten Secret Business Formulas
- 21.1. The First "Most Expensive Money You Can Borrow" Formula
- 21.2. The Second "Most Expensive Money You Can Borrow" Formula
- 21.3. The "How Do I Break Even?" Formula
- 21.4. The "You Can Grow Too Fast" Formula
- 21.5. The First "What Happens If . . . ?" Formula
- 21.6. The Second "What Happens If . . . ?" Formula
- 21.7. The Economic Order Quantity (Isaac Newton) Formula
- 21.8. The Rule of 72
- 19. (Almost) Ten Tips for Business Owners
- VI. Appendixes
- A. Installing QuickBooks in Ten Easy Steps
- B. If Numbers Are Your Friends
- C. Sharing QuickBooks Files
After you start using QuickBooks, you need to complete some tasks at the end of every week, month, or year. This part describes these tasks: printing checks, payroll, budgeting, and so on. The list goes on and on. Fortunately, QuickBooks comes with some nifty online features to help you get the job done.
-
No Comment
..................Content has been hidden....................
You can't read the all page of ebook, please click here login for view all page.