Introduction
Welcome
()
Using the double-entry system of accounting
()
Using the sample and exercise files
()
1. Navigating QuickBooks
A tour of the interface
()
Navigating inside each center
()
2. Working with Company Files
Opening and closing an existing company file
()
Setting up a new company file
()
Backing up and restoring a company file
()
3. Setting Up Shop
Working with the chart of accounts
()
Adding bank accounts and credit cards
()
Using account numbers
()
Adding service or inventory items
()
Setting up sales tax
()
Adding vehicles
()
Using the Fixed Assets Manager
()
Editing company information
()
4. Adding Customers
Setting up the customer profile
()
Creating and editing customers
()
Importing customers from another program
()
Working with leads
()
5. Working with Vendors
Setting up the vendor profile
()
Creating and editing vendors
()
6. Adding Employees
Creating and editing employees
()
Creating and editing sales reps
()
7. Day-to-Day Operations
Creating estimates
()
Creating purchase orders for vendors
()
Entering vendor bills
()
Invoicing customers
()
Progress invoicing customers
()
Entering time and mileage against jobs
()
Receiving payments
()
Creating sales receipts for cash sales
()
Viewing reminders for overdue invoices
()
Sending statements to customers
()
Entering credit card charges
()
Recording deposits
()
Paying vendor bills
()
Printing checks
()
Working with jobs
()
8. Handling Special Cases
Taking care of refunds
()
Handling customer credits
()
Voiding invoices and other line items
()
Fixing mismatched data
()
Working with check registers manually
()
Discounts
()
Grouping customers to batch invoices
()
Deleting and marking items inactive
()
Entering statement charges
()
Assessing finance charges
()
Memorizing transactions
()
Reconciling bank accounts
()
9. Payroll
Turning on payroll
()
Setting up payroll items
()
Setting up employees for payroll
()
Paying employees
()
10. Online Banking
Setting up accounts for online banking
()
Reconciling online transactions
()
11. Sharing QuickBooks with Others
Enabling multiuser mode
()
Adding and editing user accounts
()
Keeping QuickBooks up to date
()
Enabling credit card protection
()
12. Finding Information Quickly
Using the Snapshot, Insights, and Bill Tracker tools
()
Searching for data
()
Filtering lists
()
Classes
()
13. Reports
Introduction to reports
()
Navigating and customizing report data
()
Filtering a report
()
Memorizing, exporting, and printing a report
()
14. End-of-Year Preparations
Setting up 1099 forms
()
Closing the books
()
15. Customizing QuickBooks
Customizing invoices and forms
()
Setting QuickBooks preferences
()
Ex_Files_QBPro_2016_EssT.zip
(130.0 MB)