Index

A note on the digital index

A link in an index entry is displayed as the section title in which that entry appears. Because some sections have multiple index markers, it is not unusual for an entry to have several links to the same section. Clicking on any link will take you directly to the place in the text in which the marker appears.

Symbols

1099-MISC forms
printing, Printing 1099-MISC Forms–Closing the Books for the Year, Printing 1099-MISC Forms, Printing 1099-MISC Forms, Closing the Books for the Year
reports, Generating 1099 Reports

A

A/P Aging reports, A/P Aging and Vendor Balance Reports
accelerated depreciation, Fixed Asset Items
access (security)
areas, What the Access Areas Represent–Setting Access Rights, Setting Access Rights, Setting Access Rights
rights, Setting Access Rights
account registers
creating transactions in, Creating a Transaction in an Account Register–Handling Bounced Checks, Creating a Transaction in an Account Register, Creating a Transaction in an Account Register, Creating a Transaction in an Account Register, Creating a Transaction in an Account Register, Handling Bounced Checks
entering transactions in, Entering Transactions in an Account Register
opening window, Opening a Register Window
accountant review copy (company file)
creating, Creating an Accountant’s Review Copy, Creating an Accountant’s Review Copy
sending directly, Sending a Copy Directly to Your Accountant, Sending a Copy Directly to Your Accountant
accountants
Accountant Edition, Creating an Accountant’s Review Copy
acquiring chart of accounts from, Acquiring a Chart of Accounts
external accountant user, Setting Up an External Accountant User, Setting Up an External Accountant User
merging accountant changes into company files, Merging Accountant Changes into Your Company File, Merging Accountant Changes into Your Company File
setting up company files with, About the EasyStep Interview
ways to work with, Creating an Accountant’s Review Copy
accounting
preferences, An Introduction to Preferences–Bills, Bills, Bills
accounts
activating for online banking, Activating Online Services for Your QuickBooks Account, Activating Online Services for Your QuickBooks Account
adding checks to account registers, Adding Checks to an Account Register, Paying with Cash
balance information, Account Balances, Account Balances
bank, Choosing the Bank Accounts You Use, Setting the Way Company Checks Work
creating, Standardizing Account Names–Creating an Account, Creating Accounts and Subaccounts, Creating an Account, Creating an Account, Creating an Account, Creating an Account, Creating an Account
credit card, Creating a Transaction in an Account Register
deleting, Deleting Accounts
eliminating extraneous, Merging Accounts
for reimbursable expenses, Setting Up Reimbursements As Income
hiding, Hiding Accounts
Intuit, What’s Next?
merging, Merging Accounts
modifying, Modifying Accounts
naming rules for, Standardizing Account Names
reclassifying, Reclassifying Accounts
accounts payable
using, When to Pay Expenses
accounts receivable
aging of, The Aging of Receivables, Accounts Receivable Aging Reports
applying credits to invoices, Applying Credits to Invoices–Discounting for Early Payment, Applying Credits to Invoices, Discounting for Early Payment, Discounting for Early Payment
actuals, Comparing Estimates to Actuals
Add/Edit Multiple List Entries feature, Customer Data Entry Shortcuts, Adding and Editing Multiple Customer Records, The Vendor List
Additional Customization dialog (forms), Additional Customization, Additional Customization, Managing Templates
Additional Info tab
customers, Specifying additional customer information–Designating payment information, Specifying additional customer information, Specifying additional customer information, Designating payment information
Vendor lists, The Vendor List, Additional Info
addresses
entering customers information, Creating a New Customer, Specifying additional customer information
entering vendor list information, The Vendor List
exporting, Exporting lists to a text file
administrator
assigning user name/password, Assigning the Administrator User Name and Password–Resetting the Administrator Password, Assigning the Administrator User Name and Password, Assigning the Administrator User Name and Password, Resetting the Administrator Password
resetting password of, Resetting the Administrator Password, Resetting the Administrator Password
restricting access to features/data, Restricting Access to Features and Data–Setting Access Rights, What the Access Areas Represent, What the Access Areas Represent, Setting Access Rights, Setting Access Rights
users, Creating QuickBooks Users, Creating QuickBooks Users, Adding New Users, Resetting a User Password
aging
of accounts receivable, The Aging of Receivables, Accounts Receivable Aging Reports
reports, Preferences for the Reports You Generate
amortization, Managing Loans
antivirus software, What the Access Areas Represent
archive file copies, Cleaning Up Data
assembling products, Product Items
assets
asset accounts, Inventory Part Fields
depreciating, Some Reasons to Use Journal Entries
depreciation of, Fixed Asset Items
Fixed Asset Item List, Fixed Asset Items–Creating Entries, Fixed Asset Items, Fixed Asset Items, Creating Entries
value of, Account Balances
Audit Trail report, Checking for Problems, Audit Trails
Automated Password Reset Tool (administrator), Resetting the Administrator Password
automated QuickBooks backups, Automated QuickBooks Backups–Restoring Backups, Automated QuickBooks Backups, Setting up automatic backups, Scheduling backups for a single company file, Scheduling backups for a single company file, Restoring Backups

B

backing up files
immediate backup, Backing Up to Your Computer Right Away, Automated QuickBooks Backups
online backup, Choosing Standard Settings for Your Backups
restoring backups, Restoring Backups–Creating a Portable Company File, Restoring Backups, Restoring Backups, Restoring Backups, Restoring Backups, Creating a Portable Company File
restoring company files, Restoring a Backup File
standard settings for, Choosing Standard Settings for Your Backups–Choosing Standard Settings for Your Backups, Choosing Standard Settings for Your Backups, Choosing Standard Settings for Your Backups
backordered products
invoicing for, Invoicing for Backordered Products–Estimating Jobs, Invoicing for Backordered Products, Invoicing for Backordered Products, Using Sales Orders for Backorders, Using Sales Orders for Backorders, Using Sales Orders for Backorders, Using Sales Orders for Backorders, Estimating Jobs
using Sales Order form for, Using Sales Orders for Backorders–Estimating Jobs, Using Sales Orders for Backorders, Using Sales Orders for Backorders, Using Sales Orders for Backorders, Estimating Jobs
balance sheets
Balance Sheet report for fiscal year, Generating Year-End Financial Reports
budgets and, Creating Budgets in QuickBooks
generating reports, Generating a Balance Sheet Report, The Statement of Cash Flows
banks
Banking section (Home page), Banking, The QuickBooks Coach
charges, Service charges for bounced checks, Recording Bank Charges, Unmatched checks
methods for connecting to, An Introduction to Exchanging Data with Your Bank
Basic Customization dialog (forms), Editing an Existing Form in QuickBooks–Including basic company and transaction information, Basic Customization, Including basic company and transaction information, Including basic company and transaction information
batches
batch sales transactions, Memorizing a Batch Sales Transaction, Memorizing a Batch Sales Transaction
emailing forms in, Emailing One Form, Emailing in Batches
printing sales forms in, Choosing a Print Method, Printing in Batches
sending email in, Emailing Sales Forms
bill paying
applying discounts/credits to payments, Applying Discounts and Credits to Payments–Setting the Payment Method and Account, Applying credits manually, Setting the Payment Method and Account, Setting the Payment Method and Account
modifying payment amounts, Modifying Payment Amounts, Applying Discounts and Credits to Payments
of selected bills, Paying Your Bills, Modifying Payment Amounts, Pay Selected Bills
paying with cash, Paying with Credit Cards
paying with credit cards, Recording Vendor Credits
preferences, Bills
receiving inventory before, Receiving Inventory Before the Bill–Handling Reimbursable Expenses, Receiving Inventory Before the Bill, Receiving Inventory Before the Bill, Handling Reimbursable Expenses
receiving inventory with, Receiving Inventory and Bills Simultaneously–Receiving Inventory Before the Bill, Receiving Inventory Before the Bill
sales tax, Paying Sales Tax–Remitting Sales Taxes, Paying Sales Tax, Sales Tax Payment Preferences, Remitting Sales Taxes, Remitting Sales Taxes
setting payment method and account, Setting the Payment Method and Account, Pay Selected Bills
when cash is tight, Modifying Payment Amounts
writing checks without entering, Writing Checks Without Entering Bills, Using the Write Checks Window
billing
billable expenses, Invoicing for Backordered Products
billable time and costs, Invoicing for Billable Time and Costs, Adding Billable Time and Costs to Invoices, Adding Billable Time and Costs to Invoices, Selecting Billable Time and Costs, Selecting Billable Time and Costs, Selecting Billable Time and Costs
Billing Rate Level list, Applying a Price Level
statements, Producing Statements
bills
Bill Pay Service (Intuit), Applying for Online Services
double posting of, Receiving Inventory Before the Bill
Enter Bills window, Using the Write Checks Window
entering, When to Pay Expenses–Entering Bills, Entering Bills, Entering Bills
in foreign currencies, Entering Bills, Entering Bills
memorized, Automating Recurring Bills–Purchasing Inventory, Memorizing a Bill, Using a Memorized Bill, Creating Memorized Groups of Bills, Creating Memorized Groups of Bills, Purchasing Inventory
paying online, Setting Up Your Accounts for Online Services, Paying bills online, Paying bills online, Matching checks and expenses
boilerplate estimates, Creating Multiple Estimates
bounced checks
checking preferences, Checking–Window Preferences, Choosing the Bank Accounts You Use, Choosing Company-Wide Payroll Accounts, Desktop View, Window Preferences
creating refund, Creating Refund Checks, Creating Refund Checks
printing, Setting Up QuickBooks to Print Checks, Setting Up QuickBooks to Print Checks, Setting Up QuickBooks to Print Checks, Printing Checks
purchasing preprinted, Setting Up QuickBooks to Print Checks
re-invoicing for, Re-invoicing for Bounced Checks–Transferring Funds, Re-invoicing for Bounced Checks, Re-invoicing for Bounced Checks, Transferring Funds
recording bank charges for, Recording Bank Charges, Recording Bank Charges
setting up QuickBooks for, Setting Up QuickBooks to Handle Bounced Checks
unmatched (online banking), Adding Multiple Transactions
Write Checks window, Using the Write Checks Window
writing by hand, Producing Checks, Writing Checks by Hand
writing without entering bills, Writing Checks Without Entering Bills
budgets
adjusting row values, Adjust Row Amounts
Budget Overview Report, The Budget Overview Report, Report layouts
Budget Overview window, Report layouts
Budget vs. Actual reports, Report layouts, Budget vs. Actual Report
copying, Copying Budgets and Creating What-if Budgets
copying values across columns, Creating Budgets in QuickBooks, Copy Across Columns
creating in QuickBooks, Creating Budgets in QuickBooks–Copy Across Columns, Creating Budgets in QuickBooks, Creating Budgets in QuickBooks, Copy Across Columns
exporting and importing changes, Copying Budgets and Creating What-if Budgets–Running Budget Reports, Copying Budgets and Creating What-if Budgets, Running Budget Reports, Running Budget Reports
memorizing budget reports, Report layouts
methods for building, Ways to Build Budgets, Creating Budgets in QuickBooks
Profit & Loss Budget Performance report, Profit & Loss Budget Performance Report
Set Up Budgets window, Creating Budgets in QuickBooks
types of, Types of Budgets, Types of Budgets

C

Carbonite online backup service, Choosing Standard Settings for Your Backups
Carousel View (reports), Reviewing Reports in the Report Center, Reviewing Reports in the Report Center
cash
balances, Account Balances
paying expenses with, Paying with Cash
cash flow
analysis, Generating a Statement of Cash Flows
forecasting, Other Helpful Financial Reports
statement of, The Statement of Cash Flows–Generating a Statement of Cash Flows, Understanding the Statement of Cash Flows, Generating a Statement of Cash Flows, Generating a Statement of Cash Flows
cash sales
choosing payments to deposit, Choosing Payments to Deposit
customer reports and, Customer & Job Reports
depositing money from credit cards, Depositing Money from Merchant Card Accounts
finance charges, Applying Finance Charges–Cash Sales, Assessing Finance Charges on Overdue Balances, Assessing Finance Charges on Overdue Balances, Cash Sales
job reports and, Customer & Job Reports
payment deposit types, Recording Deposits
payments, Discounting for Early Payment
sales receipts, Cash Sales, Cash Sales
catch-all items, Subitems
categorizing
classes, Categorizing Customers and Jobs, Categorizing with Classes, Categorizing with Classes, Categorizing with Classes, Price Levels
customers, Categorizing Customers and Jobs–Categorizing jobs, Understanding customer types, Understanding customer types, Categorizing jobs, Categorizing jobs
jobs, Categorizing Customers and Jobs–Categorizing jobs, Categorizing jobs, Categorizing jobs
change orders, Creating Multiple Estimates
charges
bank, Service charges for bounced checks, Recording Bank Charges, Recording Bank Charges, Unmatched checks
finance, Finance Charge, Finance Charge
statement, Producing Statements–Creating Statement Charges, Producing Statements, Creating Statement Charges, Creating Statement Charges, Creating Statement Charges
chart of accounts
deleting accounts, Deleting Accounts
hiding accounts, Hiding Accounts
importing, Acquiring a Chart of Accounts–Account Naming and Numbering, Importing a Downloaded Chart of Accounts, Account Naming and Numbering
modifying accounts, Modifying Accounts
naming/numbering accounts, Importing a Downloaded Chart of Accounts
Opening Balance field, Creating an Account
QuickBooks, Acquiring a Chart of Accounts
subaccounts, Creating an Account
viewing account names/numbers, Viewing Account Names and Numbers
checks
and expenses, Matching checks and expenses, Adding Multiple Transactions
classes
categorizing with, Categorizing with Classes
class budgets, Types of Budgets, Creating Additional Customer:Job or Class Budgets, Creating Additional Customer:Job or Class Budgets
class tracking, Categorizing Customers and Jobs, Accounting
cleaning up data
after deleting files, Cleaning Up After Deleting Files, Cleaning Up After Deleting Files
Clean Up Company File tool, Running the Clean Up Company File Tool–Running the Clean Up Company File Tool, Running the Clean Up Company File Tool, Running the Clean Up Company File Tool, Running the Clean Up Company File Tool
converting from other programs to QuickBooks, Converting from Quicken Home & Business
exporting from QuickBooks, Exporting QuickBooks Data–Importing Data from Other Programs, Exporting lists to a text file, Exporting addresses, Exporting Reports, Importing Data from Other Programs, Importing Data from Other Programs
importing from other programs, Importing Data from Other Programs–Importing a Delimited File, Importing Data from Other Programs, Importing an Excel Spreadsheet, Importing a Delimited File, Importing a Delimited File
multi-user mode, Switching Between Multi-User and Single-User Mode
portable company files, Sending Company Files to Others–Verifying Your QuickBooks Data, Opening a Portable Company File, Opening a Portable Company File, Verifying Your QuickBooks Data
Rebuild Data utility, Running the Rebuild Data Utility
sharing company files, Creating QuickBooks Users
single-user mode, Switching Between Multi-User and Single-User Mode, Switching Between Multi-User and Single-User Mode
Verify Data utility, Verifying Your QuickBooks Data, Running the Verify Data Utility
viewing with spreadsheet programs, Importing Customer Information
closing dates
Closing Date Exception report, Closing the Books for the Year
for books, Accounting, Accounting
COGS (cost of goods sold) accounts, Inventory Part Fields, Setting Up Inventory Items
collections
letters, Creating Letters and Envelopes in QuickBooks
reports, Customer & Job Reports
color schemes
forms, Changing fonts
preferences, Choosing a Color Scheme
columns in reports, Adding and removing columns in summary reports, Sorting Reports
Community web page, The QuickBooks Community, Other Help Resources
company checks, Setting the Way Company Checks Work, Setting the Way Company Checks Work
company files
bookkeeping during accountant review of, Creating an Accountant’s Review Copy
creating, Creating Your Company File
financial reports, Generating Year-End Financial Reports–Generating Year-End Financial Reports, Generating Year-End Financial Reports, Generating Year-End Financial Reports, Generating Year-End Financial Reports
Net Income and Retained Earnings, Generating Year-End Financial Reports
QuickBooks Year-End Guide, Generating Year-End Financial Reports
tax reports, Generating Tax Reports
Trial Balance report, Viewing the Trial Balance
Voided/Deleted Transactions report, Checking for Problems
year-end journal entries, Generating Tax Reports
company preferences, An Introduction to Preferences, Company-Wide General Preferences, Integrated Applications
company profit and loss budget, Types of Budgets
Company section (Home page), Company Features
Company Snapshot
customizing, Customizing the Company Snapshot–Customizing Forms, Customizing Forms, Customizing Forms
window, Banking
company-wide payroll accounts, Choosing Company-Wide Payroll Accounts, Choosing Company-Wide Payroll Accounts
compensation and benefits, Setting Up Compensation and Benefits, Setting Up Compensation and Benefits, Setting Up Compensation and Benefits
complex passwords, Resetting the Administrator Password
contacts
Contact List report, Customized exports using the Contact List report, Customized exports using the Contact List report
Contact Sync for Outlook, Using QuickBooks Contact Sync for Outlook–Setting Up an Integrated Application, Using QuickBooks Contact Sync for Outlook, Using QuickBooks Contact Sync for Outlook, Using QuickBooks Contact Sync for Outlook, Setting Up an Integrated Application
contracts, Inserting and deleting line items
converting
program files to QuickBooks, Converting from Another Program to QuickBooks
Quicken to QuickBooks, Converting from Quicken Home & Business
copying
budget values across columns, Filling in Budget Values, Copy Across Columns
budgets, Creating Additional Customer:Job or Class Budgets, Copying Budgets and Creating What-if Budgets–Running Budget Reports, Running Budget Reports
templates, Managing Templates
timesheets, Entering Time in Timesheets
Cost of Goods Sold (COGS), Understanding the Profit & Loss Report
costs, Checking for Unbilled Costs
CrashPlan service, Choosing Standard Settings for Your Backups
credit cards
accounts, Creating a Transaction in an Account Register
entering information, Designating payment information
online access to, Setting Up Your Accounts for Online Services
credit limits, Designating payment information
credit memos, Handling Refunds and Credits, Creating Refund Checks
credits
and debits, Balancing Debit and Credit Amounts
applying to existing invoices, Applying Credits to Existing Invoices–Editing Invoices, Applying Credits to Existing Invoices, Applying Credits to New Invoices, Editing Invoices
applying to invoices, Discounting for Early Payment
applying to payments, Applying discounts manually, Applying discounts manually
current assets/liabilities, Setting Up Account Numbers, Creating Accounts and Subaccounts
customers
adding messages to, Adding a Message to the Customer
Additional Info tab, Specifying additional customer information–Designating payment information, Specifying additional customer information, Designating payment information
address information, Entering address information, Entering address information
assigning Sales Tax items to, Modifying Items
assigning tax codes to, Assigning tax codes to items
categorizing, Categorizing Customers and Jobs–Categorizing jobs, Categorizing jobs, Categorizing jobs
creating new, Creating Customers in QuickBooks–Designating payment information, Creating a New Customer, Creating a New Customer, Entering address information, Specifying additional customer information, Specifying additional customer information, Designating payment information, Designating payment information
Customer
Job budgets, Creating Additional Customer:Job or Class Budgets, Creating Additional Customer:Job or Class Budgets
Customer & Vendor Profile Lists, Customer and Vendor Profile Lists
customer balances, Account Balances
Customer Message List, Customer Message
Customer Type List, Customer Type List, Customer Type List
customer-based profit and loss budget, Types of Budgets
Customers panel (Home page), Customers–Banking, Customers, Customers, Banking
data entry shortcuts, Customer Data Entry Shortcuts, Customer Data Entry Shortcuts
deleting, Deleting Customers
exporting information on, Exporting Customer Information–Exporting a text file, Exporting to Excel, Exporting a text file, Exporting a text file
importing information on, Customer Data Entry Shortcuts–Importing Customer Information, Importing Customer Information, Importing Customer Information
modifying information on, Modifying Customer and Job Information
multiple records, Adding and Editing Multiple Customer Records, Adding or editing list entries
name limitations in QuickBooks, Creating a New Customer
notes about, Adding Notes About Customers
payment information, Designating payment information, Designating payment information, Designating payment information
receivables reports, Customer & Job Reports
records, Merging Customer Records
Sales & Customers preferences, Sales & Customers–Send Forms, Sales & Customers, Sales & Customers, Send Forms
setting up for time tracking, Setting Up Items and Customers for Time Tracking, Entering Time in Timesheets
statements, Generating Customer Statements, Choosing the date range, Selecting customers, Setting printing options
types of, Categorizing Customers and Jobs, Understanding customer types, Creating a customer type, Categorizing jobs, Categorizing with Classes
customizing
company files, Creating Your Company File–Beginning to Use QuickBooks, Customizing Your Company File, Beginning to Use QuickBooks
Company Snapshot, Customizing the Company Snapshot–Customizing Forms, Customizing the Company Snapshot, Customizing the Company Snapshot, Customizing Forms
Custom Summary Reports, Customizing Reports
defining custom list fields, Hiding Entries
desktop, Customizing the Desktop
Favorites menu, Fast Access to Favorite Commands

D

data
backing up online, Backing Up Files
dates
closing, Accounting
date-driven terms, Setting up date-driven terms
keyboard shortcuts for, Creating a Transaction in an Account Register
ranges for reports, Date Ranges, Date Ranges
ranges of statements, Choosing the date range, Choosing the date range
days sales outstanding, Accounts Receivable Aging Reports
debt, Transferring Funds
deleting
customers, Deleting Customers
downloaded transactions, Deleting Downloaded Transactions, Deleting Downloaded Transactions
items, Hiding Items–Deleting Items, Deleting Items, Deleting Items
line items (invoices), Inserting and deleting line items
list entries, Finding List Entries in Transactions
names in Outlook, Synchronizing Contacts
sales receipts, Voiding and Deleting Sales Receipts
templates, Managing Templates
delimited text files, Customer Data Entry Shortcuts, Exporting Lists and Addresses, Importing a Delimited File, Importing a Delimited File
deposits
and withdrawals to petty cash, What-If Scenarios, Recording ATM Withdrawals and Deposits to Petty Cash
matching (online banking), Matching Unmatched Transactions–Matching checks and expenses, Matching checks and expenses, Matching checks and expenses
of money from credit cards, Recording Deposits
setting up direct deposit (payroll), Setting Up Payroll Taxes
depreciation
of assets, Fixed Asset Items, Some Reasons to Use Journal Entries
recording with journal entries, Recording Owners’ Contributions
designs
managing, Managing form designs
Desktop
customizing, Customizing the Home Page
preferences for saving, Preferences for Saving the Desktop, Setting Up the QuickBooks Home Page
direct deposit, Creating employee records
discounts
applying to invoices, Applying Subtotals, Discounts, and Percentage Charges, Adding a Message to the Customer
Discount items, Discount–Payment, Discount, Discount, Payment
early payment, Discounting for Early Payment–Deposits, Down Payments, and Retainers, Discounting for Early Payment, Discounting for Early Payment, Discounting for Early Payment, Deposits, Down Payments, and Retainers
Discrepancy Report, The Discrepancy Report, The Discrepancy Report
dividing date, Creating an Accountant’s Review Copy
document management, Setting Print Options
donors, Designating payment information
downloading
payee names, Deleting Downloaded Transactions
templates, Managing Templates
Dropbox backup/synchronization service, Choosing Standard Settings for Your Backups
duplicate paychecks, Running Payroll

E

early payment discounts, Discounting for Early Payment–Deposits, Down Payments, and Retainers, Discounting for Early Payment, Discounting for Early Payment, Discounting for Early Payment, Deposits, Down Payments, and Retainers
EasyStep Interview
beginning use of QuickBooks, Customizing Your Company File, Beginning to Use QuickBooks
creating company file, Creating Your Company File
customizing, Customizing Your Company File–Beginning to Use QuickBooks, Beginning to Use QuickBooks
entering company information, Starting the EasyStep Interview, Company Information
entering important information, Other Important Information
exchanging templates between, Managing Templates
final setup steps, What’s Next?
modifying company information, Modifying Company Information
opening any files, Opening Any Company File, Opening Any Company File
opening portable, Opening a Portable Company File
opening recently opened, Opening an Existing Company File
preparing account balance information, Start Date, Other Important Information
restoring backup of, Restoring a Backup File
samples to experiment with, About the EasyStep Interview
setting up with accountants, About the EasyStep Interview
sharing, Creating QuickBooks Users
swapping reports between, Swapping Reports Between Company Files, Swapping Reports Between Company Files
editing
Edit Customer dialog box, Modifying Customer and Job Information
existing forms, Editing an Existing Form in QuickBooks
invoices, Applying Credits to Existing Invoices
list entries, Merging List Entries
memorized transactions, Using a Memorized Transaction
sales receipts, Cash Sales
templates, Basic Customization
elapsed time terms, Setting up date-driven terms
emailing
sales forms, Emailing Sales Forms–Memorized Transactions, Emailing One Form, Emailing in Batches, Memorized Transactions
employees
Employee State Taxes Detail report, Paying Payroll Taxes
Employees pane (Home page), Employees
Payroll & Employees preferences, Payroll & Employees, Payroll & Employees, Payroll & Employees
setting up payroll for, Setting Up Compensation and Benefits–Setting Up Payroll Taxes, Setting Up Employees, Setting employee defaults, Creating employee records, Creating employee records, Setting Up Payroll Taxes, Setting Up Payroll Taxes
end-of year tasks
1099 reports, 1099s, Generating 1099 Reports
1099-MISC forms, Printing 1099-MISC Forms–Closing the Books for the Year, Printing 1099-MISC Forms, Printing 1099-MISC Forms, Closing the Books for the Year
closing books for year, Closing the Books for the Year
Enter Bills window, Using the Write Checks Window
envelopes, Mail Merge to a Word Document, Creating Letters and Envelopes in QuickBooks, Creating Letters and Envelopes in QuickBooks, Creating Letters and Envelopes in QuickBooks, Creating Letters and Envelopes in QuickBooks
equity
accounts, Creating Accounts and Subaccounts
estimating jobs
comparing estimates to actuals, Comparing Estimates to Actuals, Comparing Estimates to Actuals
creating estimates, Creating an Estimate–Creating Multiple Estimates, Creating Multiple Estimates, Creating Multiple Estimates, Creating Multiple Estimates, Creating Multiple Estimates
creating invoices from estimates, Creating an Invoice from an Estimate
Invoice for Time & Expenses command, Using the Invoice for Time and Expenses Command, Using the Invoice for Time and Expenses Command
items, Recording Mileage Driven
Jobs & Estimates preferences, Jobs & Estimates–Multiple Currencies, Multiple Currencies
options for sending, Choosing How to Send the Invoice, Adding a Memo to Yourself
price levels, Adding a Message to the Customer
progress invoices, Creating Progress Invoices
templates for, Choosing an invoice template, Choosing an invoice template
use of, Invoices
Excel
Excel-compatible files, Customer Data Entry Shortcuts
exporting to, Exporting to Excel
importing formatted files, Importing a Delimited File
opening tab-delimited files in, Copying Budgets and Creating What-if Budgets
spreadsheets, Importing an Excel Spreadsheet
exchange rates
for foreign currency, Receiving Payments for Invoiced Income, Receiving Payments for Invoiced Income
expense accounts
filling in (Vendor lists), Filling in Expense Accounts Automatically
expenses
adding markups to billable, Invoicing for Backordered Products
and checks, Matching deposits
bills in foreign currencies, Entering Bills
entering bills, When to Pay Expenses–Entering Bills, Entering Bills, Entering Bills, Entering Bills
Expenses by Vendor Summary report, Other Helpful Financial Reports
memorized bills, Memorizing a Bill–Purchasing Inventory, Memorizing a Bill, Creating Memorized Groups of Bills, Creating Memorized Groups of Bills, Purchasing Inventory
exporting
budgets, Copying Budgets and Creating What-if Budgets, Copying Budgets and Creating What-if Budgets, Copying Budgets and Creating What-if Budgets
customer information, Exporting Customer Information, Exporting Customer Information, Customized exports using the Contact List report
reports, Swapping Reports Between Company Files
exporting data
lists and addresses, Exporting Lists and Addresses–Exporting Reports, Exporting Reports, Exporting Reports, Exporting Reports
reports, Exporting Reports
external accountant users
company file access and, Adding New Users
setting up, Setting Up an External Accountant User, Setting Up an External Accountant User

F

Favorites menu
building, Building Your Favorites Menu
fields, Hiding Entries
FIFO/LIFO inventory costing, Adjusting Quantities
filling in header fields (invoices), Filling in Invoice Header Fields–Entering Invoice Line Items, Choosing an invoice template, Choosing an invoice template, The other header fields, The other header fields, Entering Invoice Line Items, Entering Invoice Line Items
filtering reports, Filtering Reports
finance charges, Applying Finance Charges, Assessing Finance Charges on Overdue Balances, Assessing Finance Charges on Overdue Balances, Finance Charge, Finance Charge, Finance Charge
Financial Accounting Standards Board (FASB), Generating Financial Statements
financial reports
for evaluating business performance, Other Helpful Financial Reports, Other Helpful Financial Reports
year-end, Generating Year-End Financial Reports–Generating Year-End Financial Reports, Generating Year-End Financial Reports, Generating Year-End Financial Reports, Generating Year-End Financial Reports
financial statements
Profit & Loss reports, The Profit & Loss Report–Other Profit & Loss Reports, Understanding the Profit & Loss Report, Understanding the Profit & Loss Report, Generating a Profit & Loss Report, Other Profit & Loss Reports, Other Profit & Loss Reports, Other Profit & Loss Reports
finding
Find command, Using the Find Command–Using search results, Advanced find methods, Using search results
Find-a-ProAdvisor website, About the EasyStep Interview
items, Finding Items, Finding Items
transactions, Finding Transactions–Using search results, Searching with QuickBooks Centers, Using the Find Command, Using search results
fiscal year, Creating Budgets in QuickBooks
FishBowl Inventory, Should You Track Inventory with Items?
fixed assets
accounts, Creating Accounts and Subaccounts
fixed price contracts, Inserting and deleting line items
FOB (free on board), The other header fields, Sales & Customers
fonts
and numbers in reports, Report Headers and Footers–Memorizing Reports, Fonts and Numbers, Fonts and Numbers, Memorizing Reports
changing in forms, Changing fonts
forecasts vs. budgets, Budgeting and Planning
foreign currencies
paying bills submitted in, Entering Bills, Modifying Payment Amounts
forms
aligning paper with (printing), Setting Print Options, Aligning Forms and Paper
Basic Customization dialog, Editing an Existing Form in QuickBooks–Including basic company and transaction information, Basic Customization, Including basic company and transaction information
editing existing forms, Editing an Existing Form in QuickBooks, Editing an Existing Form in QuickBooks
emailing single, Emailing in Batches
form designs, Working with Form Designs, Creating a form design, Managing form designs, Managing form designs
Home page, Customizing the Desktop
icon bar, Fast Access to Favorite Commands–Customizing the Company Snapshot, Customizing the Icon Bar, Adding and removing icons, Adding windows to the icon bar, Adding windows to the icon bar, Customizing the Company Snapshot
letter templates, Creating Letters and Envelopes in QuickBooks
preferences for sending, Sales Tax, Send Forms
printed lists, Customizing a Printed List
QuickBooks, Customizing QuickBooks
reports, Customizing Reports, Customizing Reports, Customizing Reports
setting default printer for, Setting Print Options
templates, Additional Customization–Exchanging Templates Between Company Files, Managing Templates, Exchanging Templates Between Company Files
types of sales forms, Invoicing–Creating an Invoice, Sales Receipts, Invoices, Sales Forms and Accounts, Creating Invoices, Creating an Invoice, Creating an Invoice
funds, Transferring Funds, Transferring Funds, Paying bills online, Transferring funds between accounts

G

GAAP (Generally Accepted Accounting Principles), Generating Financial Statements
general journal entries, Creating an Account
General QuickBooks preferences, General
generic vs. specific items, Generic or Specific?, Generic or Specific?
Get Started screen (Easy Step Interview), Starting the EasyStep Interview
Google Desktop, Finding Transactions, Searching with Google Desktop, Searching with Google Desktop
graphs, Preferences for the Reports You Generate
Grid View (reports), Reviewing Reports in the Report Center
gross profit, Understanding the Profit & Loss Report
Group items, Naming Items, Group, Group, The other header fields
groups, Creating Memorized Groups of Bills, Creating Memorized Groups of Bills

H

headers and footers (reports), Customizing Reports, Report Headers and Footers, Report Headers and Footers
Help
Live Community, Live Community–Other Kinds of Help, Live Community, Live Community, Other Kinds of Help
Quickbooksusers.com, Other Help Resources
window, QuickBooks Help
hiding
items, Modifying Items, Hiding Items
list entries, Hiding and Deleting List Entries
templates, Managing Templates
historical payroll, Setting Up Payroll Taxes, Entering Historical Payroll
Home page
overview, Getting Around the QuickBooks Home Page
QuickBooks Coach, The QuickBooks Coach
Vendors panel, Vendors–Customers, Vendors, Vendors, Customers

I

icon bar, Using Menus and the Icon Bar, Fast Access to Favorite Commands, Customizing the Icon Bar, Adding and removing icons, Adding windows to the icon bar, Adding windows to the icon bar
importing
chart of accounts, Acquiring a Chart of Accounts–Account Naming and Numbering, Importing a Chart of Accounts, Account Naming and Numbering, Account Naming and Numbering
customer information, Customer Data Entry Shortcuts–Creating Jobs in QuickBooks, Importing Customer Information, Importing Customer Information, Exporting Customer Information–Exporting a text file, Exporting a text file, Adding and Editing Multiple Customer Records, Selecting the list to work with, Adding or editing list entries, Adding or editing list entries, Creating Jobs in QuickBooks
vendor information, Additional Info, Importing Vendor Information
importing data
delimited files, Importing a Delimited File
Excel spreadsheets, Exporting Reports, Importing Data from Other Programs
formatted Excel files, Importing an Excel Spreadsheet
income
accounts, Creating Accounts and Subaccounts, Inventory Part Fields
Income & Expense Graph, Other Helpful Financial Reports
Income by Customer Summary report, Other Helpful Financial Reports
tracking reimbursable expenses as, Handling Reimbursable Expenses, Setting Up Reimbursements As Income
installing QuickBooks
first launching of, Running QuickBooks for the First Time, Running QuickBooks for the First Time
multiple versions of, Installing QuickBooks
opening, Opening QuickBooks
Premier editions, Using a QuickBooks Chart of Accounts
preparation for, Installing QuickBooks
procedure for, Installing QuickBooks–Running QuickBooks for the First Time, Installing QuickBooks, Installing QuickBooks, Installing QuickBooks, Running QuickBooks for the First Time
QuickBooks Coach (Home page), The QuickBooks Coach
QuickBooks Payroll Setup wizard, Setting Up Compensation and Benefits
setting up on networks, Running QuickBooks for the First Time, Setting Up QuickBooks on a Network
Year-End Guide, Generating Year-End Financial Reports
instant messages, Creating QuickBooks Users
integrated applications
finding, Using QuickBooks Contact Sync for Outlook
preferences for, Integrated Applications
setting up, Setting Up an Integrated Application
interest-only loans, Managing Loans
Internet connections, Setting Up Your Internet Connection
Intuit
1099 Kits, Printing 1099-MISC Forms
Bill Pay Service, Applying for Online Services
online banking services, Applying for Online Services
inventory
adjusting quantities and values of, Adjusting Quantities–Adjusting Quantities and Values, Adjusting Quantities, Adjusting Quantities and Values, Adjusting Quantities and Values
determining for company files, Account Balances
freezing while counting, Performing a Physical Inventory
Inventory Assembly items, Product Items, Product Items, Product Items
Inventory Part items/fields, Product Items, Inventory Part Fields, Inventory Part Fields, Inventory Part Fields
Inventory Valuation Detail report, Inventory Valuation Detail report
Inventory Valuation Summary report, Inventory Valuation Summary report–Inventory Valuation Detail report, Inventory Valuation Summary report, Inventory Valuation Detail report
Items & Inventory preferences, Items & Inventory, Items & Inventory
loss of value of, Inventory Valuation Summary report
management overview, Managing Inventory
money trail, Product Items
paying for prior to arrival, Purchasing Inventory
physical inventory, Performing a Physical Inventory, Performing a Physical Inventory
posting received inventory, Receiving Inventory Before the Bill
purchase orders, Purchasing Inventory, Creating Purchase Orders, Creating Purchase Orders, Creating Purchase Orders
purchasing and selling, Purchasing Inventory, Purchasing Inventory, Purchasing and Selling Inventory
receiving with bills, Receiving Inventory and Bills Simultaneously–Receiving Inventory Before the Bill, Receiving Inventory and Bills Simultaneously, Receiving Inventory Before the Bill
recording vendor credits, Recording Vendor Credits, Running Expense-Related Reports
recurring bills, Automating Recurring Bills
running reports, Running Inventory Reports
seasonal items and, Purchasing and Selling Inventory
setting up inventory items, Setting Up Inventory Items
stock status, Inventory Stock Status
tracking with items, Should You Track Inventory with Items?–Generic or Specific?, Should You Track Inventory with Items?, Should You Track Inventory with Items?, Generic or Specific?
viewing one item in, Viewing One Inventory Item
invoices
adding billable time and costs to, Adding Billable Time and Costs to Invoices, Using the Invoice for Time and Expenses Command
adding group items to, The other header fields
adding self-reminder memos, Adding a Memo to Yourself
applying credits to existing, Applying Credits to Existing Invoices–Editing Invoices, Editing Invoices
applying prepayments to, Applying a Deposit, Down Payment, or Retainer to an Invoice, Refunding Prepayments
creating, Creating an Invoice
editing, Editing Invoices
entering line items, Entering Invoice Line Items–Inserting and deleting line items, Entering Invoice Line Items, Inserting and deleting line items, Inserting and deleting line items
for backordered products, Selecting Billable Time and Costs–Estimating Jobs, Invoicing for Backordered Products, Using Pending Invoices for Backorders, Using Sales Orders for Backorders, Using Sales Orders for Backorders, Estimating Jobs, Estimating Jobs
for billable time and costs, Invoicing for Billable Time and Costs–Invoicing for Backordered Products, Setting Up Invoicing for Time and Cost, Using the Invoice for Time and Expenses Command, Using the Invoice for Time and Expenses Command, Selecting Billable Time and Costs, Checking for Unbilled Costs, Invoicing for Backordered Products
for nonprofits, Adding a Memo to Yourself
forms, Choosing the Right Type of Form, Sales Forms and Accounts
sales receipts, Sales Receipts, Sales Receipts
statement charges, Statements
invoicing
accounts, Sales Forms and Accounts, Sales Forms and Accounts
Item Lists
statement charges and, Producing Statements
items
businesses not requiring, When You Don’t Need Items
catch-all, Subitems
creating, Creating Items–Service Items, Creating Items, Creating Items, Service Items
deleting, Deleting Items–Deleting Items, Deleting Items
Discount, Discount–Payment, Discount, Payment
finding, Finding Items, Using the Find Command
function of, Setting Up Invoice Items, What Items Do
Group, Group, Group
hiding, Hiding and Deleting Items, Hiding Items
identifying with descriptions and groups, Naming Items
modifying, Modifying Items–Hiding and Deleting Items, Hiding and Deleting Items
naming, Naming Items
Other Charge items, Other Charge
Payment items, Payment, Payment
planning, Planning Your Items

J

jobs
categorizing, Categorizing Customers and Jobs–Categorizing jobs, Categorizing jobs
creating new, Creating a New Job
Job Info fields, Creating a New Job
Job Info tab, Designating payment information
Job Type List, Job Type List
job-based profit and loss budget, Types of Budgets
Profit & Loss by Job report, Other Profit & Loss Reports
reassigning, Reassigning Jobs
journal entries
checking general, Checking General Journal Entries, Checking General Journal Entries
creating general, Creating General Journal Entries–Filling in General Journal Entry Fields, Creating General Journal Entries, Filling in General Journal Entry Fields, Filling in General Journal Entry Fields
creating opening balances with, Some Reasons to Use Journal Entries
filling in general fields, Filling in General Journal Entry Fields, Filling in General Journal Entry Fields
identifiers for, Accounting
reasons for using, Some Reasons to Use Journal Entries, Some Reasons to Use Journal Entries
reassigning jobs, Reassigning Jobs

K

keyboard shortcuts
for dates, Creating a Transaction in an Account Register

L

layouts, Report layouts
Learning Center tutorials, Other Kinds of Help
letters in QuickBooks
creating, Creating Letters and Envelopes in QuickBooks–Synchronizing Contacts, Creating Letters and Envelopes in QuickBooks, Creating Letters and Envelopes in QuickBooks, Synchronizing Contacts
customizing templates, Creating Letters and Envelopes in QuickBooks
types of, Integrating QuickBooks with Other Programs
liabilities on balance sheets, Account Balances, Understanding the Balance Sheet
Library, Reviewing Reports in the Report Center
line items, Entering Invoice Line Items, Entering Invoice Line Items, Entering Invoice Line Items, Inserting and deleting line items
lists
creating entries for, Creating Entries, Editing Entries
Customer Message List, Customer Message
Customer Type List, Customer Type List
deleting entries in, Deleting Entries
editing entries in, Editing Entries
exporting, Exporting lists to a text file, Exporting Reports
finding list entries in transactions, Finding List Entries in Transactions, Sorting Lists
hiding entries in, Hiding Entries, Hiding Entries
Job Type List, Job Type List
List View (reports), Reviewing Reports in the Report Center
merging entries in, Merging List Entries
Other Names List, Customer Type List
Payment Method List, Payment Method List
Price Level lists, Price Levels–Applying a Price Level, Creating a Price Level, Creating a Price Level, Applying a Price Level
printing, Printing Lists, Printing Lists
Sales Rep List, Sales Rep List, Sales Rep List
Ship Via List, Ship Via List
sorting, Sorting Lists
Terms List, Terms List–Ship Via List, Ship Via List
Vehicle List, Vehicle List
Live Community (message boards), Live Community–Other Kinds of Help, Live Community, Live Community, Other Kinds of Help
loans
adding to Loan Manager, Adding a Loan to Loan Manager–Modifying Loan Terms, Basic setup, Payment information, Payment information, Interest rate information, Modifying Loan Terms
modifying terms of, Modifying Loan Terms
payments, Setting Up Payments, Setting Up Payments, Setting Up Payments
setting up, Setting Up a Loan, Setting Up a Loan
What-If Scenarios, What-If Scenarios
login passwords, Company Information
long-term assets/liabilities, Setting Up Account Numbers
long-term liability accounts, Creating Accounts and Subaccounts

M

Mail Invoice service, Choosing a Send Method
mail merge to Word documents, Mail Merge to a Word Document–Synchronizing Contacts, Creating Letters and Envelopes in QuickBooks, Creating Letters and Envelopes in QuickBooks, Synchronizing Contacts
mailing/shipping labels, Printing Mailing and Shipping Labels, Printing Mailing and Shipping Labels, Printing Mailing and Shipping Labels, Printing Mailing and Shipping Labels
matching
checks and expenses, Matching checks and expenses, Adding Multiple Transactions
deposits, Matching deposits–Matching checks and expenses, Matching deposits, Matching deposits, Matching checks and expenses
downloaded transactions, Matching Transactions, Matching Unmatched Transactions, Matching Transactions, Matching Transactions, Unmatched deposits
unmatched transactions, Matching Unmatched Transactions–Adding Multiple Transactions, Matching deposits, Matching checks and expenses, Matching checks and expenses, Adding Multiple Transactions
memorizing
budget reports, Report layouts
memorized bills, Creating Memorized Groups of Bills
Memorized Report List window, Memorizing Reports
memorized transactions, Memorized Transactions–Finding Transactions, Memorized Transactions, Memorized Transactions, Finding Transactions
reports, Fonts and Numbers, Memorizing Reports
memos
credit, Handling Refunds and Credits, Creating Credit Memos
menu bar, Using Menus and the Icon Bar
merging
customer records, Merging Customer Records, Merging Customer Records
list entries, Hiding and Deleting List Entries
messages
sending to banks, Sending a message to your bank
mileage tracking
adding vehicles, Adding a Vehicle
rates and invoice items, Recording Mileage Driven
recording mileage driven, Recording Mileage Driven–Recording Mileage Driven, Recording Mileage Driven, Recording Mileage Driven, Recording Mileage Driven
setting mileage rates, Setting the Mileage Rate
modes of online banking, QuickBooks Online Banking Modes, QuickBooks Online Banking Modes
Modify Report dialog box, Customizing Reports
money, Creating a Transaction in an Account Register
multi-user mode (files), Managing QuickBooks Files, Switching Between Multi-User and Single-User Mode, Creating QuickBooks Users
multiple company files, Opening Any Company File
multiple currency preference, Multiple Currencies
multiple customer records, Adding and Editing Multiple Customer Records, Selecting the list to work with, Adding or editing list entries, Saving changes
Multiple Customers option (statements), Selecting customers
multiple reports, Running Reports
multiple transactions, Adding Multiple Transactions, Adding Multiple Transactions, Adding Multiple Transactions
My Preferences tab, An Introduction to Preferences, General, Tuning QuickBooks to Your Liking, Tuning QuickBooks to Your Liking, Reminders on the My Preferences Tab

N

naming
items, Generic or Specific?
naming accounts
rules for, Standardizing Account Names
Net Income and Retained Earnings, Generating Year-End Financial Reports
Net Ordinary Income, Understanding the Profit & Loss Report
Non-inventory Part items/fields, Product Items, Non-Inventory Part Fields
non-posting accounts, Creating Accounts and Subaccounts
non-posting transactions, Creating Purchase Orders, Purchasing and Selling Inventory
nonprofits
invoicing for, Adding a Memo to Yourself
tracking donors for, Designating payment information
notes, Adding Notes About Customers, Adding Notes About Customers
numbers and fonts in reports, Fonts and Numbers–Memorizing Reports, Fonts and Numbers, Fonts and Numbers, Memorizing Reports

O

One Window option, Customizing the Desktop
online
backup of data, Backing Up Files
bill paying, Setting Up Your Accounts for Online Services, Paying bills online, Paying bills online, Matching checks and expenses
file backup, Choosing Standard Settings for Your Backups
Online Backup Service (Intuit), Choosing Standard Settings for Your Backups
time tracking, Filling in Weekly Timesheets
online banking services
applying for, Applying for Online Services, Applying for Online Services
from Intuit, Applying for Online Services
online banking modes, QuickBooks Online Banking Modes, QuickBooks Online Banking Modes, Choosing the Online Banking Mode
online items for direct connections, Creating Online Items for Direct Connections–Sending and Receiving, Paying bills online, Transferring funds between accounts, Sending and Receiving
sending messages to, Sending a message to your bank
open invoices, Customer & Job Reports, Creating Letters and Envelopes in QuickBooks
opening
any company files, Opening an Existing Company File, Opening Any Company File
QuickBooks, Creating a Company File, Opening QuickBooks
recently opened company files, Opening a Recently Opened Company File
Opening Balance field (customers), Creating a New Customer
ordering inventory, Purchasing and Selling Inventory
Other Charge items, Other Charge
Other Names List, Customer Type List
Outlook, Synchronizing Contacts, Using QuickBooks Contact Sync for Outlook, Using QuickBooks Contact Sync for Outlook, Using QuickBooks Contact Sync for Outlook
overdue balances, Assessing Finance Charges on Overdue Balances, Assessing Finance Charges on Overdue Balances
owners’ equity, Creating a Transaction in an Account Register

P

packing slips, Printing Packing Slips
parts, Product Items
passwords
administrator, Company Information
credit card security requirements, Complying with Credit Card Security Regulations, Complying with Credit Card Security Regulations
resetting user, Resetting a User Password
setting login (company files), Company Information
tips for creating, Assigning the Administrator User Name and Password
paychecks
building from time worked, Running Time Reports
deleting duplicate, Running Payroll
printing, Running Payroll–Paying Payroll Taxes, Printing Paychecks and Pay Stubs, Paying Payroll Taxes
reissuing lost, Paying Payroll Taxes
payee names, Deleting Downloaded Transactions
payments
designating payment information (customers), Designating payment information–Designating payment information, Designating payment information
Payment Method List, Payment Method List
preferences, Payments
receiving for invoiced income, Receiving Payments for Invoiced Income–Applying Credits to Invoices, Receiving Payments for Invoiced Income, Receiving Payments for Invoiced Income, Receiving Payments for Invoiced Income, Applying Credits to Invoices
setting up for loans, Setting Up Payments, Setting Up Payments, What-If Scenarios
ways of applying, Discounting for Early Payment
payroll
adding transactions from outside services, Adding Payroll Transactions from an Outside Service, Adding Payroll Transactions from an Outside Service
applying for service, Applying for a Payroll Service, Applying for a Payroll Service
choosing service, Choosing a Payroll Service, Choosing a Payroll Service
direct deposit, Creating employee records
employees, Setting Up Compensation and Benefits, Setting Up Employees, Creating employee records, Creating employee records, Creating employee records, Creating employee records
entering historical payroll, Entering Historical Payroll
lost paychecks, Paying Payroll Taxes
printing paychecks/stubs, Printing Paychecks and Pay Stubs–Paying Payroll Taxes, Printing Paychecks and Pay Stubs, Paying Payroll Taxes
running, Running Payroll–Running Payroll, Running Payroll
selecting start date for, Setting Up Employees
setup overview, Setting Up Payroll
summary reports, Setting Up Payroll Taxes
tax forms, Preparing Payroll Tax Forms
taxes, Creating employee records, Setting Up Payroll Taxes, Paying Payroll Taxes, Paying Payroll Taxes, Preparing Payroll Tax Forms
pdf files, Saving Reports to Files
pending invoices for backorders, Using Pending Invoices for Backorders
percentage charges, Applying Subtotals, Discounts, and Percentage Charges, Applying Subtotals, Discounts, and Percentage Charges
percentage gross profits, Understanding the Profit & Loss Report
permissions, What the Access Areas Represent, What the Access Areas Represent
petty cash
recording ATM withdrawals/deposits to, Recording ATM Withdrawals and Deposits to Petty Cash, Recording Purchases Made with Petty Cash
physical inventory, Performing a Physical Inventory, Performing a Physical Inventory
portable company files, Opening a Portable Company File, Sending Company Files to Others, Creating a Portable Company File, Opening a Portable Company File
preferences
accounting preferences, Accounting–Bills, Accounting, Accounting, Bills
bills preferences, Bills
checking preferences, Choosing the Bank Accounts You Use–Window Preferences, Window Preferences
color schemes, Choosing a Color Scheme
finance charge preferences, Finance Charge, Finance Charge
for integrated applications, Company-Wide General Preferences, Integrated Applications
General preferences, General
Home page, Preferences for Saving the Desktop
My Preferences tab, Tuning QuickBooks to Your Liking–Company-Wide General Preferences, Company-Wide General Preferences
payments preferences, Payments
reminders preferences, Reminders–Reminders for Everyone, Reminders for Everyone, Reminders for Everyone
report preferences, Reports and Graphs–Sales & Customers, Preferences for the Reports You Generate, Preferences That Apply to Every Company Report, Sales & Customers
Sales Tax Company Preferences tab, Sales Tax
sales tax payments, Paying Sales Tax, Remitting Sales Taxes
service connection preferences, Spelling
window preferences, Window Preferences
prepayments
recording, Recording Prepayments, Recording Prepayments
recording deposits, Recording Deposits–Depositing Money from Merchant Card Accounts, Recording Deposits, Recording Deposits, Depositing Money from Merchant Card Accounts
refunding, Refunding Prepayments–Finance Charge Preferences, Refunding Prepayments, Finance Charge Preferences
transferring credit between jobs, Deposits, Down Payments, and Retainers
trends, Accounts Receivable Aging Reports
preprinted checks, Setting Up QuickBooks to Print Checks
preprinted forms (Intuit), Setting Print Options
previewing statements, Previewing Statements
price levels
adjusting (invoices), Adding a Message to the Customer
Price Level list, Price Levels–Applying a Price Level, Creating a Price Level, Applying a Price Level
printing
1099-MISC forms, Printing 1099-MISC Forms
checks, Setting Up QuickBooks to Print Checks, Printing Checks
forms, Additional Customization, Additional Customization
lists, Sorting Lists, Printing Lists
reports, Printing and Saving Reports
setting up checks for, Setting Up QuickBooks to Print Checks–Setting Up QuickBooks to Print Checks, Setting Up QuickBooks to Print Checks, Setting Up QuickBooks to Print Checks, Setting Up QuickBooks to Print Checks
statements, Selecting customers, Generating Statements
status stamps, Including basic company and transaction information
printing sales forms
in batches, Choosing a Print Method, Printing in Batches
packing slips, Printing Packing Slips
print method, Choosing a Print Method, Choosing a Print Method
Print One Invoice dialog, Printing One Form
Sales By Customer Summary report, Other Helpful Financial Reports
Sales Graph, Other Helpful Financial Reports
Sales Rep List, Sales Rep List, Sales Rep List
setting print options, Setting Print Options–Aligning Forms and Paper, Setting Print Options, Setting Print Options, Setting Print Options, Aligning Forms and Paper
pro forma reports, Generating a Profit & Loss Report
ProAdvisors, Installing QuickBooks, Other Kinds of Help
Process Multiple Reports command, Running Reports
product items
inventory Part items, Product Items
Sales Tax, Setting Up Sales Tax, Creating additional sales tax codes, Sales Tax Items, Modifying Items
Sales Tax Group, Modifying Items
service, Service Items–Service Items, Service Items, Service Items
subitems, Subitems
subitems for nonprofits, Service Items
tracking inventory with, Should You Track Inventory with Items?–Generic or Specific?, Should You Track Inventory with Items?, Generic or Specific?
types of, Service Items, Product Items
working with online, Working with Online Items, Working with Online Items
products
shipping, Choosing How to Send the Invoice
turning parts into, Product Items
Profit & Loss
Profit & Loss Budget Performance report, Profit & Loss Budget Performance Report
Profit & Loss budget reports, Types of Budgets
reports, Understanding the Profit & Loss Report–Other Profit & Loss Reports, Generating a Profit & Loss Report, Other Profit & Loss Reports, Other Profit & Loss Reports
year-end report, Generating Year-End Financial Reports
profit percentage, Understanding the Profit & Loss Report
profitability comparisons, The Balance Sheet
progress invoices, Other Charge, Comparing Estimates to Actuals, Progress Invoicing Options, Fine-Tuning a Progress Invoice, Fine-Tuning a Progress Invoice
purchases
made with petty cash, Recording ATM Withdrawals and Deposits to Petty Cash
purchase orders, Purchasing Inventory, Creating Purchase Orders, Creating Purchase Orders, Creating Purchase Orders
purchasing/selling inventory, Purchasing Inventory, Purchasing Inventory, Purchasing and Selling Inventory
reports, Purchases Reports

Q

QIF to IIF Convertor for QuickBooks, Cleaning Up Data
Quick Launch toolbar, Opening QuickBooks
QuickBooks
centers, Searching with QuickBooks Centers
chart of accounts, Acquiring a Chart of Accounts
converting other program files to, Converting from Quicken Home & Business
customizing, Customizing the Desktop
document management in, Setting Print Options
help, Help, Support, and Other Resources–QuickBooks Help, QuickBooks Help, QuickBooks Help, QuickBooks Help
QuickBooks Premier/Enterprise editions
for tracking product inventory, Should You Track Inventory with Items?
Quicken conversion to QuickBooks, Converting from Quicken Home & Business

R

rates, Setting the Mileage Rate
Rebuild Data utility, Running the Rebuild Data Utility
receipts, Invoicing, Sales Receipts
reconciliation of accounts
adjusting accounts failing to reconcile, Starting a Reconciliation
discrepancies, Correcting Discrepancies, Other ways to find discrepancies
modifying transactions during, Modifying Transactions During Reconciliation, Modifying Transactions During Reconciliation
preparing for, Preparing for the First Reconciliation, Preparing for Every Reconciliation
reconciling reports, Reconciliation Reports
reconciling transactions, Reconciling Transactions
starting reconciliations, Starting a Reconciliation–Starting a Reconciliation, Starting a Reconciliation
undoing last reconciliation, Undoing the Last Reconciliation
reconciling accounts
setting up for online banking, Setting Up Your Accounts for Online Services
setting up numbers for, Setting Up Account Numbers–Creating Accounts and Subaccounts, Setting Up Account Numbers, Standardizing Account Names, Creating Accounts and Subaccounts, Creating Accounts and Subaccounts
standardized names for, Standardizing Account Names, Standardizing Account Names
types of, Creating Accounts and Subaccounts
reconciling excess and short cash, Reconciling Excess and Short Cash, Reconciling Excess and Short Cash
recording
deposits, Choosing Payments to Deposit–Depositing Money from Merchant Card Accounts, Recording Deposits, Recording Deposits, Depositing Money from Merchant Card Accounts
depreciation with journal entries, Recording Depreciation with Journal Entries
prepayments, Setting Up QuickBooks for Prepayments, Recording Prepayments
purchases made with petty cash, Recording Purchases Made with Petty Cash
reimbursable expenses, Recording Reimbursable Expenses
sales, Cash Sales, Cash Sales
transactions for payroll services, Some Reasons to Use Journal Entries
year-end transactions, Some Reasons to Use Journal Entries
records
adding/editing customer, Adding and Editing Multiple Customer Records–Creating Jobs in QuickBooks, Selecting the list to work with, Adding or editing list entries, Adding or editing list entries, Creating Jobs in QuickBooks
creating employee, Creating employee records–Creating employee records, Creating employee records, Creating employee records, Creating employee records
merging customer, Merging Customer Records
refunding
refund checks, Creating Credit Memos, Creating Refund Checks
Register mode (online banking)
adding multiple transactions, Adding Multiple Transactions
matching downloaded transactions, Matching Transactions–Adding Multiple Transactions, Matching Transactions, Unmatched deposits, Adding Multiple Transactions
modifying online items, Sending and Receiving, Working with Online Items
setting up accounts for, Setting Up Your Accounts for Online Services
setting up Internet connections, Setting Up Your Internet Connection
registering QuickBooks, Registering QuickBooks
reimbursable expenses
accounts for, Handling Reimbursable Expenses
running reports, Running Expense-Related Reports, Purchases Reports
sales tax, Paying Sales Tax, Paying Sales Tax, Sales Tax Payment Preferences, Remitting Sales Taxes
tracking reimbursements as, Handling Reimbursable Expenses
when to pay, When to Pay Expenses
reminders
preferences, Payroll & Employees–Reminders for Everyone, Reminders for Everyone, Reminders for Everyone
Reminders List, When to Pay Expenses, Using a Memorized Bill
remote access services, Creating an Accountant’s Review Copy
renaming downloaded payee names, Deleting Downloaded Transactions
reports
aging, Accounts Receivable Aging Reports, Accounts Receivable Aging Reports
balance sheet, Understanding the Balance Sheet, Generating a Balance Sheet Report
choosing date ranges for, Date Ranges, Date Ranges
Collections, Customer & Job Reports
customer receivables, Customer & Job Reports
customizing columns in, Adding or removing columns in detail reports
expenses, Recording Vendor Credits
exporting, Exporting a Report
filtering, Filtering Reports
finding frequently-used, Finding Frequently-used Reports, Running Reports
fitting to single page, Sorting Reports
formatting fonts and numbers in, Fonts and Numbers–Memorizing Reports, Fonts and Numbers, Memorizing Reports, Memorizing Reports
headers and footers in, Report Headers and Footers
in Report Center, Finding the Right Reports–Finding Frequently-used Reports, Reviewing Reports in the Report Center, Working with Reports in the Report Center, Finding Frequently-used Reports
inventory, Running Inventory Reports
layouts for, Report layouts
memorizing, Memorizing Reports
preferences, Reports and Graphs–Sales & Customers, Preferences That Apply to Every Company Report, Sales & Customers, Sales & Customers
printing, Printing and Saving Reports
running, Running Reports–Printing and Saving Reports, Running Reports, Running Reports, Printing and Saving Reports
running custom, Customizing Reports, Customizing Reports, Customizing Reports
sales tax owed, Sales Tax Payment Preferences
sorting, Sorting Reports–Filtering Reports, Sorting Reports, Filtering Reports
time tracking, Running Time Reports, Running Time Reports
viewing on small screens, Customizing Reports
resizing and moving Help window, QuickBooks Help
restoring
backups of company files, Opening Any Company File
file backups, Scheduling backups for a single company file–Creating a Portable Company File, Restoring Backups, Restoring Backups, Restoring Backups, Restoring Backups, Creating a Portable Company File
files to earlier versions of QuickBooks, Restoring Backups
Retained Earnings account, Accounting
return on assets, Understanding the Balance Sheet
reversing journal entries, Reclassifying Accounts
rounding price level values, Applying a Price Level
rules for renaming payees, Deleting Downloaded Transactions
running payroll, Running Payroll–Running Payroll, Running Payroll, Running Payroll, Running Payroll

S

sales
forms, Emailing Sales Forms, Emailing in Batches, Emailing in Batches
sales receipts
creating, Creating Sales Receipts
editing, Editing Sales Receipts
sales tax
invoices and, Entering Invoice Line Items
paying, Paying Sales Tax–Remitting Sales Taxes, Sales Tax Payment Preferences, Remitting Sales Taxes
Sales Tax codes, Setting Up Sales Tax, Sales Tax Codes, Creating additional sales tax codes, Creating additional sales tax codes
Sales Tax Group items, Modifying Items
Sales Tax Information area, Specifying additional customer information
Sales Tax items, Setting Up Sales Tax, Creating additional sales tax codes, Sales Tax Items, Modifying Items
Tax Code fields, Non-Inventory Part Fields, Discount
Tax-Line Mapping field, Creating an Account
salvage value, Fixed Asset Items
saving reports to files, Saving Reports to Files, Saving Reports to Files
searching
for items, Finding Items, Finding Items, Finding Items
with Find command, Finding Items–Using search results, Advanced find methods, Using search results
with Google Desktop, Searching with Google Desktop, Searching with Google Desktop, Searching with Google Desktop
with QuickBooks centers, Searching with QuickBooks Centers, Searching with QuickBooks Centers
seasonal items, Purchasing and Selling Inventory
security
access areas, Restricting Access to Features and Data–Setting Access Rights, What the Access Areas Represent, What the Access Areas Represent, Setting Access Rights, Setting Access Rights
access rights, Setting Access Rights
credit card password requirements, Complying with Credit Card Security Regulations, Complying with Credit Card Security Regulations
selling/purchasing inventory, Purchasing and Selling Inventory
send methods for emailing forms, Emailing Sales Forms
service charges for bounced checks, Service charges for bounced checks, Service charges for bounced checks
service connection preferences, Spelling
service items, Service Items–Service Items, Service Items, Service Items, Service Items
services
recording transactions for, Some Reasons to Use Journal Entries, Some Reasons to Use Journal Entries
Set Up Budgets window, Creating Budgets in QuickBooks
Set-up & Training Services, Beginning to Use QuickBooks
Ship Via List, Ship Via List, Ship Via List
shipping
and mailing labels, Printing Mailing and Shipping Labels, Printing Mailing and Shipping Labels, Printing Mailing and Shipping Labels
products, Choosing How to Send the Invoice
shrinkage, Adjusting Inventory in QuickBooks
Side-by-side mode (online banking)
adding multiple transactions, Adding Multiple Transactions
deleting downloaded transactions, Deleting Downloaded Transactions
matching downloaded transactions, Matching Transactions, Matching deposits
matching unmatched transactions, Matching checks and expenses, Matching checks and expenses
WebConnect, Downloading Statements with WebConnect
single-user mode (files), Managing QuickBooks Files, Switching Between Multi-User and Single-User Mode, Creating QuickBooks Users
sorting
lists, Sorting Lists–Customizing a Printed List, Customizing a Printed List
reports, Adding or removing columns in detail reports–Filtering Reports, Sorting Reports, Filtering Reports, Filtering Reports
spell checking preferences, Spelling
spreadsheets
importing (Excel), Importing Data from Other Programs, Importing Data from Other Programs
spreadsheet programs, Importing Customer Information
start date options (company file), Start Date, Start Date
statements
charges, Statements, Producing Statements–Creating Statement Charges, Creating Statement Charges, Creating Statement Charges, Creating Statement Charges
creating, Producing Statements
downloading with WebConnect, Downloading Statements with WebConnect
generating, Generating Statements–Generating Statements, Generating Statements
generating customer, Generating Customer Statements–Generating Statements, Choosing the date range, Selecting customers, Generating Statements
Statement of Cash Flows, Understanding the Statement of Cash Flows, Generating a Statement of Cash Flows, Generating a Statement of Cash Flows, Preferences That Apply to Every Company Report
status stamps, Including basic company and transaction information
stock status, Inventory Stock Status
storing company files, Where to Store Your Company Files, Storing company files on a network
subaccounts
creating, Creating Accounts and Subaccounts, Creating an Account, Creating an Account, Creating an Account
subitems
for nonprofits, Service Items
subtotal calculations in reports, Subtotals, Subtotals
Subtotal items, Subtotal
summary payroll reports, Setting Up Payroll Taxes
Support Home page, Other Kinds of Help
synchronizing Outlook contacts, Synchronizing Contacts–Setting Up an Integrated Application, Using QuickBooks Contact Sync for Outlook, Using QuickBooks Contact Sync for Outlook, Setting Up an Integrated Application

T

taxes
end of year tax reports, Generating Tax Reports
payroll, Creating employee records, Setting Up Payroll Taxes, Printing Paychecks and Pay Stubs, Paying Payroll Taxes, Paying Payroll Taxes, Paying Payroll Taxes, Paying Payroll Taxes
templates
invoice, Choosing an invoice template, Choosing an invoice template
Terms List, Terms List–Ship Via List, Setting up terms using elapsed time, Setting up date-driven terms, Ship Via List
time tracking
entering time for single activity, Entering Time for One Activity–Running Time Reports, Entering Time for One Activity, Entering Time for One Activity, Entering Time for One Activity, Running Time Reports
online, Filling in Weekly Timesheets
reports, Running Time Reports, Running Time Reports
setting up people for, Setting Up the People Who Track Time
time recording methods, Setting Up Time Tracking
Time Tracker service, Filling in Weekly Timesheets
Timer stopwatch, Setting Up Time Tracking
turning on, Turning on Time Tracking, Turning on Time Tracking
timesheets
copying, Entering Time in Timesheets
filling in weekly, Entering Time in Timesheets–Entering Time for One Activity, Filling in Weekly Timesheets, Filling in Weekly Timesheets, Filling in Weekly Timesheets, Entering Time for One Activity
tracking
class, Accounting
inventory with items, Should You Track Inventory with Items?–Generic or Specific?, Planning Your Items, Generic or Specific?
reimbursable expenses, Handling Reimbursable Expenses
training online, Beginning to Use QuickBooks
transactions
adding multiple (online banking), Adding Multiple Transactions
creating in account registers, Creating a Transaction in an Account Register–Handling Bounced Checks, Handling Bounced Checks
customer, Customers
deleting, Deleting Accounts
entering in account registers, Entering Transactions in an Account Register
failing to match downloaded, Online Banking Using Register Mode
finding, Finding Transactions–Using search results, Searching with QuickBooks Centers, Finding made simple, Using search results
memorized, Memorized Transactions, Memorized Transactions, Using a Memorized Transaction
recording for payroll services, Some Reasons to Use Journal Entries, Some Reasons to Use Journal Entries
vendor, Vendors
transferring funds, Transferring Funds, Transferring Funds, Transferring funds between accounts, Transferring funds between accounts
Trial Balance report, Creating an Account, Viewing the Trial Balance

U

unbilled costs, Checking for Unbilled Costs
Undeposited Funds account, Preparing for Every Reconciliation
Unified Chart of Accounts for nonprofits (UCOA), Importing a Chart of Accounts
unmatched checks (online banking), Unmatched checks
unmatched deposits (online banking), Unmatched deposits
updating tax tables (payroll), Running Payroll
upgrading company files to current QuickBooks version, Opening a Portable Company File
users
creating, Creating QuickBooks Users–What the Access Areas Represent, Adding New Users, What the Access Areas Represent

V

valuation reports, Inventory Valuation: How Much Is Inventory Worth?, Inventory Valuation Summary report, Inventory Valuation Detail report
values/quantities of inventory, Adjusting Inventory in QuickBooks, Adjusting Quantities, Adjusting Quantities
vehicles
Vehicle List, Vehicle List
vendor lists
Additional Info tab, Additional Info
address information, Entering Address Information
expense accounts, Filling in Expense Accounts Automatically
importing vendor information, Importing Vendor Information–Creating a Price Level, Importing Vendor Information, Categorizing with Classes, Creating a Price Level
Vendor Type List, Vendor Type List
vendors
credits, Recording Vendor Credits
Vendor Balance reports, A/P Aging and Vendor Balance Reports, A/P Aging and Vendor Balance Reports
vendor balances, Account Balances
Verify Data utility, Verifying Your QuickBooks Data, Running the Verify Data Utility
views, Customizing the Company Snapshot, Customizing the Company Snapshot
voiding
sales receipts, Voiding and Deleting Sales Receipts

W

W-2 forms, 1099s
websites
bar code readers, Inventory Stock Status
charts of accounts, Importing a Chart of Accounts
CrashPlan backup service, Choosing Standard Settings for Your Backups
Intuit Marketplace, Using QuickBooks Contact Sync for Outlook
Intuit payroll services, Choosing a Payroll Service
IRS forms, Printing 1099-MISC Forms
ProAdvisor services, Other Kinds of Help
QuickBooks Community web page, The QuickBooks Community
QuickBooks Set-up & Training Services, Beginning to Use QuickBooks
Quickbooksusers.com, Other Help Resources
third-party estimating programs, Naming Items
Windows security updates, What the Access Areas Represent
weekly timesheets, Filling in Weekly Timesheets, Filling in Weekly Timesheets, Filling in Weekly Timesheets, Filling in Weekly Timesheets
what-if budgets, Copying Budgets and Creating What-if Budgets
What-If Scenarios (loans), What-If Scenarios
windows
account register, Creating a Transaction in an Account Register
adding to icon bar, Adding windows to the icon bar, Changing icon appearance
Help window, QuickBooks Help
preferences, Desktop View
Write Checks window, Writing Checks Without Entering Bills, Using the Write Checks Window
writing off bad debt, Transferring Funds

Y

year-end
journal entries, Generating Tax Reports
transactions, Some Reasons to Use Journal Entries
year-to-date Profit & Loss standard, Understanding the Balance Sheet
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