Rights Contact Login For More Details
More About This Title Teach Yourself VISUALLY Quickbooks 2015
English
If you learn better by seeing rather than wading through confusing text, then this visual guide is for you! Teach Yourself VISUALLY QuickBooks 2015 gives you hundreds of succinctly captioned, step-by-step screenshots that reveal how to master QuickBooks 2015 and get your business finances in working order.
QuickBooks 2015 is the world's most popular accounting software, but that doesn't mean it's easy to figure out on your own. In this great guide, you'll find tons of visual references that make it easy to navigate QuickBooks 2015. Learn how to store and process company names, addresses, and account information, track accounts payable, compile and integrate data, produce reports for tracking and analyzing financial data, and so much more—all with visual references that won't make you pull your hair out!
Find out how to choose a company identity and set up your sales taxCut through the jargon and see how to edit paycheck information and track employees' time recordsCreate invoices and estimates with QuickBooks 2015Follow along with easy-to-decipher screenshots that make it clear how to pay bills online and print financial reportsIf you're a visual learner interested in getting your business finances in order, this see-as-you-go guide makes it easier to master QuickBooks 2015 without the headache of trying to figure out hard-to-read text.
English
Chapter 1 Getting Started with QuickBooks
Prepare to Use QuickBooks 4
Create a New Company 6
Understanding the QuickBooks Window 9
Select an Icon Bar 10
Using the Customer Center 11
Using the Vendor Center 12
Using the Employee Center 13
Set Accounting Preferences 14
Set Checking Account Preferences 16
Set General Preferences 18
Open an Existing Company 20
Chapter 2 Setting Up General Information
Create a New Account 24
Enter Opening Account Balances 26
Set Up an Existing Bank Account 28
Create Classes 30
Create Other Names 32
Chapter 3 Preparing to Invoice
Create a New Item 36
Create a New Subtotal Item 37
Create a New Discount Item 38
Create a New Group Item 39
Create a New Payment Item 40
Set Up Sales Taxes 41
Create a New Sales Tax Group Item 44
Create a New Service Item 45
Create a New Inventory Part Item 46
Create a New Inventory Assembly Item 47
Create a New Non-Inventory Part Item 48
Create a New Other Charge Item 49
Chapter 4 Setting Up Customers and Vendors
Set Preferences 52
Create Profile Information 55
Create Sales Rep Records 56
Create Customer Types and Subtypes 57
Create Job Types 58
Create Payment Terms 59
Create Payment Methods 60
Create Customer Messages 61
Create a New Price Level 62
Create Shipping Methods 64
Create a New Customer Record 65
Create Vendor Types 68
Create a New Vendor Record 69
Chapter 5 Set Up Payroll Background Information
Set Up Payroll 74
Create a Payroll Schedule 75
Create a Payroll Item 76
Create a State or Local Tax Item 78
Set Payroll & Employee Preferences 82
Create an Employee Record 84
Set Up Workers’ Compensation 90
Chapter 6 Handling Payroll and Tax Reporting
Pay Employees 96
Print a Paycheck Stub 100
Edit or Void Paychecks 102
Print a Termination Check 104
Pay Payroll Liabilities 106
Adjust Payroll Liabilities 107
Create Federal Payroll Tax Returns 108
Process W-2s 112
Summarize Payroll Data in Excel 116
Chapter 7 Tracking Time and Mileage
Set Time Tracking Preferences 120
Record Time Single Activity 121
Record Time Weekly 122
Pay Employees for Recorded Time 124
Add Vehicles to the Vehicle List 126
Track Vehicle Mileage 128
Create Billing Rate Levels 130
Invoice for Time, Expense, and Mileage Charges 132
Reimburse Employees for Mileage Expense 134
Chapter 8 Invoicing and Recording Payments
Create an Invoice 138
Using Statement Charges to Invoice 140
Create a Sales Order 141
Create an Invoice from a Sales Order 142
Create Credit Memos and Refund Checks 144
Print Invoices in a Batch 146
Assess Finance Charges 148
Create Customer Statements 150
Manage Customer Leads 152
Import Leads 154
Create a To Do for a Lead 156
Convert a Lead to a Customer 157
Record a Cash Sale 158
Receive a Payment 159
Make Bank Deposits 160
Chapter 9 Working with Estimates
Create a Job Estimate 164
Convert an Estimate to an Invoice 166
Duplicate an Estimate 168
Create a Progress Invoice 170
Chapter 10 Managing Vendor Bills
Create Purchase Orders 174
Enter Bills 176
Manage Recurring Bills 178
Enter Credit Card Charges 180
Pay Bills 182
Write Checks 184
Print Checks in a Batch 186
Pay the Sales Tax Liability 188
Print 1099s and 1096s 190
Change Item Prices 196
Build Assemblies 198
Count and Adjust Inventory Quantity or Value 199
Chapter 11 Working with Bank Accounts
Handle NSF Checks 202
Reconcile a Bank Statement 204
Resolve Discrepancies 206
Move Funds Between Accounts 208
Chapter 12 Performing General Tasks
Find a Transaction 212
View Transaction Details 214
Delete or Void a Transaction 215
Memorize a Transaction 216
Enter a Memorized Transaction 217
Work with a List Window 218
Track Back Orders Using Pending Invoices 220
Calculate Sales Commissions 222
Track Unpaid Invoices by Salesman 226
Chapter 13 Working with Reports
Find and Print a Report 230
Memorize a Report 232
Print Memorized Reports 234
Create a Custom Summary Report 236
Create a Custom Transaction Detail Report 238
Work with the Doc Center 242
Using the Income Tracker 244
Chapter 14 Working Your Own Way
Define Custom Fields 248
Work with Reminders 250
Create a To Do Note 252
Set Desktop View Preferences 254
Set Up Favorite Features 255
Set Email Preferences 256
Set Preferences for Finance Charges 257
Set Preferences for Reports and Graphs 258
Customize the Top Icon Bar 260
Customize the Left Icon Bar 262
Switch to a Different Form Template 264
Download a Form Template 266
Customize the Data Layout of a Form 268
Chapter 15 Managing QuickBooks Data
Update QuickBooks 274
Back Up Your Company Records 276
Restore a Backup 280
Create an Accountant’s Copy 284
Import Accountant’s Changes 286
Condense Data 289
Verify or Rebuild Data 292
Set Up Security 294
Index 298
