Includes index.

Machine generated contents note: What's New in QuickBooks 2014 -- When QuickBooks May Not Be the Answer -- Choosing the Right Edition -- Accounting Basics: The Important Stuff -- About This Book -- About the Outline -- The Very Basics -- About-*These-*Arrows -- About the Online Resources -- Safari® Books Online -- ch. 1 Creating a Company File -- Opening QuickBooks -- Before You Create a Company File -- Creating a Company File -- Converting from Another Program to QuickBooks -- Opening an Existing Company File -- Modifying Company Info -- ch. 2 Getting Around in QuickBooks -- Menus and the Icon Bars -- Switching among Open Windows -- The Home Page -- The Company Snapshot -- ch. 3 Setting Up a Chart of Accounts -- Acquiring a Chart of Accounts -- Planning the Chart of Accounts -- Creating Accounts and Subaccounts -- Working with Accounts -- ch. 4 Setting Up Customers, Jobs, and Vendors -- Creating Customers in QuickBooks -- Creating Jobs in QuickBooks -- Setting Up Vendors -- Working with Customers, Jobs, and Vendors -- Managing Leads -- ch. 5 Setting Up Items -- What Items Do -- When You Don't Need Items -- Should You Track Inventory with Items? -- Planning Your Items -- Creating Items -- Service Items -- Product Items -- Other Types of Items -- Working with Items -- ch. 6 Data Entry Shortcuts for Lists -- Adding and Editing Multiple Records -- Importing Customer, Vendor, and Item Information -- ch. 7 Setting Up Other QuickBooks Lists -- Categorizing with Classes -- Price Levels -- Customer and Vendor Profile Lists -- Fixed Asset Items -- Managing Lists -- ch. 8 Tracking Time and Mileage -- Setting Up Time Tracking -- Entering Time in QuickBooks -- Running Time Reports -- Tracking Mileage -- Generating Mileage Reports -- ch. 9 Paying for Expenses -- When to Pay Expenses -- Entering Bills -- Recording a Deposit to a Vendor -- Handling Reimbursable Expenses -- Paying Your Bills -- Writing Checks Without Entering Bills -- Producing Checks -- Paying Using Other Payment Methods -- Recording Vendor Refunds and Credits -- Running Expense-Related Reports -- ch. 10 Invoicing -- Choosing the Right Type of Form -- Sales Forms and Accounts -- Creating Invoices -- Creating Batch Invoices -- Deposits, Down Payments, and Retainers -- Invoicing for Billable Time and Costs -- Invoicing for Backordered Products -- Estimating Jobs -- Creating Progress Invoices -- Handling Customer Refunds and Credits -- Modifying Invoices -- ch. 11 Producing Statements -- Generating Statements -- ch. 12 Transaction Timesavers -- Printing Forms -- Emailing Forms -- Memorizing Transactions -- Finding Transactions -- ch. 13 Managing Accounts Receivable -- Receivables Aging -- Receiving Payments for Invoiced Income -- Applying Credits to Invoices -- Discounting for Early Payment -- Correcting Misapplied Customer Payments -- Applying Finance Charges -- Cash Sales -- Making Deposits -- ch. 14 Bank Accounts and Credit Cards -- Entering Transactions in an Account Register -- Handling Bounced Checks -- Transferring Funds -- Reconciling Accounts -- Managing Loans -- ch. 15 Doing Payroll -- Getting Started with QuickBooks Payroll -- Intuit Payroll Services -- Signing Up for an Intuit Payroll Service -- Setting Up Payroll in QuickBooks -- Running Payroll -- Paying Payroll Liabilities -- Preparing Payroll Tax Forms -- Running Payroll Reports -- Recording Transactions from a Payroll Service -- Paying Yourself -- ch. 16 Making Journal Entries -- Balancing Debit and Credit Amounts -- Some Reasons to Use Journal Entries -- Creating Journal Entries -- Checking Journal Entries -- Reclassifications and Corrections -- Recording Depreciation with Journal Entries -- Recording Owners' Contributions -- ch. 17 Performing Year-End Tasks -- Checking for Problems -- Viewing Your Trial Balance -- Generating Financial Reports -- Generating Tax Reports -- Sharing a Company File with Your Accountant -- 1099s -- Closing the Books for the Year -- ch. 18 Keeping Track of Financial Tasks -- Tracking To-Dos -- Adding Notes -- Reminders -- Your Financial Calendar -- ch. 19 Managing QuickBooks Files -- Switching Between Multi- and Single-User Mode -- Backing Up Files -- Restoring Backups -- Sending Company Files to Others -- Verifying Your QuickBooks Data -- Condensing Data -- Cleaning Up after Deleting Files -- ch. 20 Managing Inventory -- Following the Inventory Money Trail -- Setting Up Inventory Items -- Purchasing Inventory -- Selling Inventory -- Running Inventory Reports -- Working with the Inventory Center -- Performing a Physical Inventory -- Adjusting Inventory in QuickBooks -- ch. 21 Working with Sales Tax -- Setting Up Sales Tax -- Producing Reports of the Sales Tax You Owe -- Paying Sales Tax -- ch. 22 Budgeting and Planning -- Types of Budgets -- Ways to Build Budgets -- Creating Budgets in QuickBooks -- Creating Customer: Job or Class Budgets -- Filling in Budget Values -- Creating and Copying Budgets with Excel -- Running Budget Reports -- ch. 23 Tracking Finances with Reports and Graphs -- Finding the Right Reports -- Running Reports -- Printing and Saving Reports -- Customizing Reports -- Memorizing Reports -- Swapping Reports Between Company Files -- ch. 24 Banking Online with QuickBooks -- Setting Up Your Accounts for Online Services -- Exchanging Data with Your Bank -- Banking Online Using Express Mode -- Banking Online Using Classic Mode -- ch. 25 Configuring Preferences to Fit Your Company -- Preferences: The Basics -- Accounting -- Bills -- Calendar -- Checking -- Desktop View -- Finance Charge -- General -- Integrated Applications -- Items & Inventory -- Jobs & Estimates -- Multiple Currencies -- Payments -- Payroll & Employees -- Reminders -- Reports and Graphs -- Sales & Customers -- Sales Tax -- Search -- Send Forms -- Service Connection -- Spelling -- Tax: 1099 -- Time & Expenses -- ch. 26 Integrating QuickBooks with Other Programs -- Mail Merge to a Word Document -- Synchronizing Contacts -- Working with Other Apps -- Exporting QuickBooks Data -- Importing Data from Other Programs -- ch. 27 Customizing QuickBooks -- Customizing the Home Page -- Fast Access to Favorite Features -- Customizing the Company Snapshot -- Customizing Forms -- ch. 28 Keeping Your QuickBooks Data Secure -- Setting Up the Administrator -- Creating QuickBooks Users -- Restricting Access to Features and Data -- Appendix A: Installing QuickBooks -- Before You Install -- Installing QuickBooks -- Registering QuickBooks -- Setting Up QuickBooks on a Network -- Where to Store Your Company Files -- Appendix B: Help, Support, and Other Resources -- QuickBooks Help -- Intuit Community -- Other Kinds of Help -- Other Help Resources -- QuickBooks Training -- Note Appendixes C, D, and E are available from this book's Missing CD page at www.missingmanuals.com/cds. (To learn about the Missing CD page, turn to page xxvi.) -- Appendix C: Keyboard Shortcuts -- Appendix D: Tracking Time With The Standalone Timer.

Explains how to use QuickBooks to set-up and manage bookkeeping systems, track invoices, pay bills, manage payroll, generate reports, and determine job costs.