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Full Description
Need answers quickly? QuickBooks 2014 on Demand provides those answers in a visual step-by-step format.We will show you exactly what to do through lots of full color illustrations and easy-to-follow instructions.Numbered Steps guide you through each task See Also points you to related information in the book Did You Know alerts you to tips and techniques Illustrations with matching steps Tasks are presented on one or two pagesInside the BookLearn everything you need to know to quickly start using your QuickBooks financial software Produce and customize reports that show exactly how your company is doing Schedule transactions so you'll never forget a due date again Bill time and expenses directly to customers Use the new QuickBooks features for 2014, including Income Tracker, Bank Feeds, and Rules Create and use a budget Reconcile your bank account to the penny without waiting for the bank statement to come in the mail Keep detailed records of fixed asset acquisitions Send customized mailings to your customers and vendors Learn tips and shortcuts to help make your QuickBooks experience more efficient and to customize your program to fit your style Process transactions the right way by following the accounting rules interspersed throughout the bookIncludesHundreds of the Most Essential QuickBooks 2014 Tasks Workshops Easy Setup Procedures Reporting TechniquesVisit the authors' websites:http://longforsuccess.comhttp://www.cpapracticeadvisor.comBonus Online ContentRegister your book at queondemand.com to gain access to online files such as a video on "Using the Sample Data File."
Contents
Introduction xv1 Setting Up Your Company Accounts with the EasyStep Interview 1Introduction 1Installing QuickBooks 2Registering QuickBooks 5Setting Up QuickBooks in a Multiuser Office 6Transferring Data from Older Versions of QuickBooks 7Transferring Data from Quicken 9Practicing with the Sample Company Files 11Entering Data for a New Company 12Setting Up a Bank Account 19Setting Up Income and Expense Accounts 20Stopping, Restarting, and Completing the Interview 212 Setting Up and Using Payroll Features 23Introduction 23Setting Payroll and Employee Preferences 24Setting Up Employees 28Setting Up Employee Payroll Information 30Setting Up Employee Payroll Taxes 31Setting Up Sick and Vacation Benefits 33Setting Up Payroll Deductions 36Paying Employees 39Printing Paychecks 43Using Direct Deposit 44Preparing and Paying Payroll Liabilities 46Creating Employer Payroll Reports 49Reporting Payroll Taxes with Form 941 51Paying Federal Unemployment CompensationTaxes with Form 940 54Preparing W-2/W-3 Forms 56Setting Up Independent Contractors for 1099 Forms 59Setting 1099 Preferences 61Issuing 1099 Forms 62Outsourcing Payroll 653 Adding or Changing Information After the Initial Company Setup 67Introduction 67Setting General Preferences 68Setting Desktop View Preferences 72Setting Accounting Preferences 74Adding Accounts 76Using Account Numbers 78Sorting Lists 79Displaying Lists on Forms 80Adding Customers 82Working with the Customer Center 86Adding Vendors 88Adding Items 92Adding Multiple List Entries: Customers, Vendors, or Items 97Adding Information "On-the-Fly" 98Moving Items on a List 100Creating Subitems 101Editing Information on a List 102Marking List Items Inactive 103Deleting Entries on a List 106Merging Entries on a List 107Printing Lists 109Searching for Transactions 1104 Invoicing and Collecting Income 111Introduction 111Setting Customers'Preferences 112Creating an Invoice 116Creating Batch Invoices 117Previewing or Printing Invoices 121Emailing an Invoice 123Charging (or Billing) Expenses to a Customer 127Setting Finance Charge Preferences 130Creating a Monthly Statement 131Receiving Payments for Invoices 133Issuing a Credit or Refund 134Recording Cash Sales/Sales Receipts 135Making Bank Deposits 136Receiving Advances, Retainers, and Down Payments 137Issuing Discounts 138Tracking Accounts Receivable 141Using the Income Tracker 142Working with the Customer and Payments Snapshots 143Viewing the Open Invoices Report 145Using the Collections Center 146Creating a Collection Letter 148Recording Bad Debts 151Recording Bounced Checks 153Working with Multiple Currencies 1555 Making Purchases and Recording Payments 167Introduction 167Setting Purchases and Vendors Preferences 168Working with the Vendor Center 171Using Purchase Orders 173Reporting on Open Purchase Orders 177Receiving Goods 178Receiving a Partial Order 180Viewing Aging and Unpaid Bills Reports 182Paying Bills 183Taking Discounts 184Using the Check Register 185Editing Bill Payments 186Deleting Bill Payments 188Setting Checking Preferences 189Writing Checks 191Printing Checks 193Voiding Checks 1956 Collecting and Paying Sales Tax 199Introduction 199Setting Sales Tax Preferences 200Creating a Sales Tax Item 201Creating a Sales Tax Group 202Charging Sales Tax to Customers 203Entering Tax Status of Inventory Items 204Selling Tax-Exempt Items 205Selling Items to Tax-Exempt Customers 206Producing Monthly Sales Tax Reports 207Paying Sales Tax 208Taking a Discount for Early Payment 2097 Using Time-Saving Features 211Introduction 211Memorizing Transactions 212Memorizing a Group of Transactions 213Using Memorized Transactions 215Scheduling Recurring Transactions 216Changing Memorized and Scheduled Transactions 219Removing Memorized Transactions 221Setting Reminders Preferences 222Using Reminders 2248 Job Cost Estimating and Tracking 225Introduction 225Setting Jobs and Estimate Preferences 226Setting Up a Job 228Tracking Job Status and Type 232Using the Job Type Feature 233Tracking Other Job Info 234Working with Estimates 235Invoicing Against an Estimate 237Reporting on Job Estimates Versus Actuals 2399 Tracking Time 241Introduction 241Setting Time Tracking Preferences 242Installing the Timer 243Exporting Information to the Timer 245Creating a New Timer File 246Creating a Timer Activity 248Using the Timer 249Sending Timer Data to QuickBooks 250Importing Timer Data into QuickBooks 252Viewing Timer Transactions 254Editing Timer Transactions 255Invoicing the Customer for Timer Activities 25610 QuickBooks Tips and Tricks 257Introduction 257Setting Spelling Preferences 258Creating a Budget 259Preparing Budget Reports 263Setting Up Classes 266Using Classes on Sales and Purchase Forms 268Reporting on Classes 269Creating Payment Terms 270Customizing Forms Design 271Customizing Forms Data 274Making Journal Entries 278Using the QuickBooks Remote Access Feature 280Creating Mailing Labels 28111 Using Bank Feeds and Online Banking 283Introduction 283Choosing Bank Feeds Mode 284Activating Bank Feeds 286Retrieving Online Transactions 289Manually Importing Transactions 290Quick Add Transactions to QuickBooks 292Adding More Details to Transactions 294Batch Adding Transactions 296Automatically Assigning Names and Accounts 297Assigning Transactions to Open Vendor Bills 299Deleting Transactions 300Making Online Payments 301Canceling Online Payments 302Transferring Money Between Accounts 304Getting Reports of Online Transactions 30512 Preparing Income Tax Returns 307Introduction 307Choosing the Correct Income Tax Form 308Assigning Tax Lines to New or Existing Accounts 310Using the Income Tax Reporting 311Making Estimated Tax Payments 315Creating a Tax Return 31613 Data Backup and Security 319Introduction 319Backing Up Your QuickBooks Company File 320Restoring Backed-Up Information 324Using the QuickBooks Online Backup Service 326Adding or Editing the Administrator Password 328Adding New or Editing Existing Users 329Closing Financial Records at Year-End 333Creating a Closing Date Exception Report 33514 Using Inventory Features 337Introduction 337Activating Inventory 338Setting Up Inventory Items 340Adding to Your Inventory 343Editing Inventory Items 344Creating an Inventory Group 346Managing Sales Orders 348Setting Up Reminders to Replenish Your Inventory 350Preparing Inventory Reports 352Counting Your Inventory 354Adjusting Inventory Quantities 355Adjusting the Default Price of Inventory 35615 Recording Your Assets 359Introduction 359Reconciling Your Bank Statement 360Recording Bank Account Transfers 363Tracking Petty Cash 364Receiving Credit Card Payments 365Recording Deposits as Assets 366Purchasing Fixed Assets 367Entering Depreciation 370Selling Fixed Assets 37116 Recording Owners' Equity 373Introduction 373Understanding the Opening Balance Equity Account 374Recording Owners' Distributions 377Entering Prior Period Adjustments 379Viewing Transactions in Retained Earnings Account 38017 Recording Liabilities 381Introduction 381Managing Accounts Payable 383Recording Payroll Tax Accruals Without a QuickBooks Payroll Subscription 384Setting Up Credit Card Accounts 385Accounting for Deposits or Retainers 390Recording Loans 391Using the QuickBooks Loan Manager 392Recording Loan Payments 39518 Working with Reports in QuickBooks 397Introduction 397Looking at the Company Snapshot 398Using the Report Center 400Setting Report and Graph Preferences 403Modifying Reports 406Creating and Using Report Groups 409Memorizing Reports 411Importing and Exporting Report Templates 412Understanding Sharing and Contributed Reports 414Learning Other Reporting Tips and Tricks 416Workshops 419Introduction 419Project 1: Creating Your Own Favorites Menu 419Project 2: Customizing the Company Snapshot 421Project 3: Using Document Management 423Project 4: Color-Coding Your Accounts 425Project 5: Using To Do Notes 426Project 6: Using the Lead Center 429Index 433
