QuickBooks 2010 on Demand (On Demand Series)

Paperback
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Author: Gail Perry CPA

ISBN-10: 078974323X

ISBN-13: 9780789743237

Category: Business Software

QuickBooks Financial Software has become the preferred accounting software for the small business market. QuickBooks 2010 On Demand is a task-based reference book, designed to appeal to the QuickBooks user who wants the answer to questions in a hurry. The book is highly visual, with screen shots and callouts describing each step of particular tasks. Accompanying the task steps are cross-references to related sections of the book, tips and short cuts, introductory text, and sidebars that...

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QuickBooks Financial Software has become the preferred accounting software for the small business market. QuickBooks 2010 On Demand is a task-based reference book, designed to appeal to the QuickBooks user who wants the answer to questions in a hurry. The book is highly visual, with screen shots and callouts describing each step of particular tasks. Accompanying the task steps are cross-references to related sections of the book, tips and short cuts, introductory text, and sidebars that expand on more technical areas of the program. From the starting moments of taking the QuickBooks program out of the box for the first time, through setup of a company, to beginning and ongoing tasks, monthly and less frequent periodic tasks, special features unique to QuickBooks Pro, and aspects of using QuickBooks online, this book provides direction that is quick to find and easy to understand. Whether the user is experienced with QuickBooks and just needs a quick answer to a nagging question, or a novice who doesn't know where to begin, this book provides a unique and detailed resource that can be kept by the your side for easy reference.

Introduction xv1 Setting Up Your Company Accounts with the EasyStep Interview 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 13Setting Up a Bank Account 20Setting Up Income and Expense Accounts 21Stopping, Restarting, and Completing the Interview 222 Setting Up and Using Payroll Features 25Setting Payroll and Employee Preferences 26Setting Up Employees 29Setting Up Employee Payroll Information 31Setting Up Employee Payroll Taxes 32Setting Up Sick and Vacation Benefits 34Setting Up Payroll Deductions 37Paying Employees 39Printing Paychecks 43Using Direct Deposit 44Preparing and Paying Payroll Liabilities 46Creating Employer Payroll Reports 49Reporting Payroll Taxes with Form 941 50Paying Federal Unemployment Compensation Taxes with Form 940 53Preparing W-2 Forms 55Issuing W-3 Forms 57Setting Up Independent Contractors for 1099 Forms 59Setting 1099 Preferences 61Issuing 1099 Forms 62Outsourcing Payroll 633 Adding or Changing Information After the EasyStep Interview is Completed 65Setting General Preferences 66Setting Desktop View Preferences 69Setting Accounting Preferences 71Adding Accounts 73Using Account Numbers 75Sorting Lists 76Displaying Lists on Forms 77Adding Customers 79Working with the Customer Center 81Adding Vendors 83Adding Items 86Adding Information “On-the-Fly” 91Moving Items on a List 92Creating Subitems 93Editing Information on a List 94Marking List Items Inactive 95Deleting Entries on a List 97Merging Entries on a List 98Printing Lists 100Searching for Transactions 1014 Invoicing and Collecting Income 103Setting Customers Preferences 104Creating an Invoice 106Previewing or Printing Invoices 110Emailing an Invoice 112Charging Expenses to a Customer 116Setting Finance Charge Preferences 118Creating a Monthly Statement 119Receiving Payments for Invoices 121Issuing a Credit or Refund 122Recording Cash Sales (COD) 124Making Bank Deposits 125Receiving Advances, Retainers, and Down Payments 126Issuing Discounts 127Tracking Accounts Receivable 130Viewing the Open Invoices Report 131Creating a Collection Letter 132Recording Bad Debts 135Working with Multiple Currencies 1375 Making Purchases and Recording Payments 149Setting Purchases and Vendors Preferences 150Working with the Vendor Center 153Using Purchase Documents 154Reporting on Open Purchase Orders 159Receiving Goods 160Receiving a Partial Order 162Viewing Aging and Unpaid Bills Reports 163Paying Bills 164Taking Discounts 165Using the Check Register 166Editing Bill Payments 167Deleting Bill Payments 169Setting Checking Preferences 170Writing Checks 172Printing Checks 174Voiding Checks 1756 Collecting and Paying Sales Tax 179Setting Sales Tax Preferences 180Creating a Sales Tax Item 181Creating a Sales Tax Group 182Charging Sales Tax to Customers 183Entering Tax Status of Inventory Items 184Selling Tax-Exempt Items 185Selling Items to Tax-Exempt Customers 186Producing Monthly Sales Tax Reports 187Paying Sales Tax 188Taking a Discount for Early Payment 1897 Using Time-Saving Features 191Memorizing Transactions 192Memorizing a Group of Transactions 193Using Memorized Transactions 195Scheduling Recurring Transactions 196Changing Memorized and Scheduled Transactions 199Removing Memorized Transactions 201Setting Reminders Preferences 202Using Reminders 2048 Job Cost Estimating and Tracking 205Setting Jobs and Estimate Preferences 206Setting Up a Job 208Tracking Job Status and Type 211Using the Job Type Feature 212Tracking Other Job Info 213Working With Estimates 214Invoicing Against an Estimate 217Reporting on Job Estimates vs. Actual 2209 Tracking Time 221Setting Time Tracking Preferences 222Installing the Timer 223Exporting Information to the Timer 225Creating a New Timer File 226Creating a Timer Activity 228Using the Timer 229Sending Timer Data to QuickBooks 230Importing Timer Data into QuickBooks 231Transactions 232Editing Timer Transactions 233Invoicing the Customer for Timer Activities 23410 QuickBooks Tips and Tricks 235Setting Spelling Preferences 236Creating a Budget 237Preparing Budget Reports 241Setting Up Classes 243Using Classes on Sales and Purchase Forms 244Reporting on Classes 245Creating Payment Terms 246Customizing Forms Design 247Customizing Forms Data 250Making Journal Entries 254Using the QuickBooks Remote Access Feature 256Creating Mailing Labels 25711 Using the QuickBooks Online Features 259Choosing Online Banking Mode 260Activating Online Services with Your Financial Institution 262Retrieving Online Transactions 266Adding Transactions to QuickBooks 267Renaming Rules–Automatically Assign List Name 270Setting Preference to Prefill Accounts 271Assigning Transactions to Open Vendor Bills 272Assigning Deposits to Open Customer Invoices 273Deleting Multiple Transactions 274Adding Multiple Transactions 275Making Online Payments 276Canceling Online Payments 278Sending Online Messages 279Transferring Money Between Accounts 280Getting Reports of Online Transactions 281Using the QuickBooks Website 282Using the QuickBooks Online Edition 28312 Preparing Income Tax Returns 285Choosing the Correct Income Tax Form 286Assigning Tax Lines to New or Existing Accounts 288Using the Income Tax Reporting 289Making Estimated Tax Payments 293Creating a Tax Return 29413 Data Backup and Security 299Backing Up Your QuickBooks Company File 300Restoring Backed-Up Information 304Using the QuickBooks Online Backup Service 306Adding or Editing the Administrator Password 308Adding New or Editing Existing Users 309Closing Financial Records at Year-End 313Creating a Closing Date Exception Report 31514 Using Inventory Features 317Activating Inventory 318Setting Up Inventory Items 320Adding to Your Inventory 323Editing Inventory Items 324Creating an Inventory Group 326Managing Sales Orders 328Setting Up Reminders to Replenish Your Inventory 330Preparing Inventory Reports 331Counting Your Inventory 333Adjusting Inventory Quantities 334Adjusting the Default Price of Inventory 33515 Recording Your Assets 337Reconciling Your Bank Statement 338Recording Bank Account Transfers 341Tracking Petty Cash 342Receiving Credit Card Payments 343Recording Deposits as Assets 344Purchasing Fixed Assets 345Entering Depreciation 348Selling Fixed Assets 34916 Recording Owners’ Equity 351Understanding the Opening Balance Equity Account 352Recording Owners’ Distributions 355Entering Prior Period Adjustments 357Viewing Transactions in Retained Earnings Account 35817 Recording Liabilities 359Managing Accounts Payable 361Recording Payroll Tax Accruals Without a QuickBooksPayroll Subscription 362Setting Up Credit Card Accounts 363Accounting for Deposits or Retainers 368Recording Loans 369Using the QuickBooks Loan Manager 370Recording Loan Payments 37318 Working with Reports in QuickBooks 375Company Snapshot 376Using the Improved Report Center 378Setting Report and Graph Preferences 381Modifying Reports 384Creating and Using Report Groups 387Memorizing Reports 389Importing and Exporting Report Templates 390Other Reporting Tips and Tricks 392Workshops 395What’s New and Improved 407Index 413