QuickBooks 2018 All-in-One For Dummies

Höfundur: Stephen L. Nelson
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QuickBooks 2018 All-in-One For Dummies

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Efnisyfirlit

  • Cover
  • Introduction
    • About This Book
    • Foolish Assumptions
    • Icons Used in This Book
    • Beyond the Book
    • Where to Go from Here
  • Book 1: An Accounting Primer
    • Chapter 1: Principles of Accounting
      • The Purpose of Accounting
      • Reviewing the Common Financial Statements
      • The Philosophy of Accounting
      • A Few Words about Tax Accounting
    • Chapter 2: Double-Entry Bookkeeping
      • The Fiddle-Faddle Method of Accounting
      • How Double-Entry Bookkeeping Works
      • Almost a Real-Life Example
      • A Few Words about How QuickBooks Works
    • Chapter 3: Special Accounting Problems
      • Working with Accounts Receivable
      • Recording Accounts Payable Transactions
      • Inventory Accounting
      • Accounting for Fixed Assets
      • Recognizing Liabilities
      • Closing Out Revenue and Expense Accounts
      • One More Thing …
  • Book 2: Getting Ready to Use QuickBooks
    • Chapter 1: Setting Up QuickBooks
      • Planning Your New QuickBooks System
      • Installing QuickBooks
      • Dealing with the Presetup Jitters
      • Running the QuickBooks Setup Wizard
      • Identifying the Starting Trial Balance
    • Chapter 2: Loading the Master File Lists
      • Setting Up the Chart of Accounts List
      • Setting Up the Item List
      • Working with the Price Level List
      • Using Sales Tax Codes
      • Setting Up a Payroll Item List
      • Setting Up Classes
      • Setting Up a Customer List
      • Setting Up the Vendor List
      • Setting Up a Fixed Assets List
      • Setting Up a Price Level List
      • Setting Up a Billing Rate Level List
      • Setting Up Your Employees
      • Setting Up an Other Names List
      • Setting Up the Profile Lists
    • Chapter 3: Fine-Tuning QuickBooks
      • Accessing the Preferences Settings
      • Setting the Accounting Preferences
      • Setting the Bills Preferences
      • Setting the Calendar Preferences
      • Setting the Checking Preferences
      • Changing the Desktop View
      • Setting Finance Charge Calculation Rules
      • Setting General Preferences
      • Controlling Integrated Applications
      • Controlling Inventory
      • Controlling How Jobs and Estimates Work
      • Dealing with Multiple Currencies
      • Starting Integrated Payment Processing
      • Controlling How Payroll Works
      • Telling QuickBooks How Reminders Should Work
      • Specifying Reports & Graphs Preferences
      • Setting Sales & Customers Preferences
      • Specifying How Sales Are Taxed
      • Setting the Search Preferences
      • Setting the Send Forms Preferences
      • Fine-Tuning the Service Connection
      • Controlling Spell Checking
      • Controlling How 1099 Tax Reporting Works
      • Setting Time & Expenses Preferences
  • Book 3: Bookkeeping Chores
    • Chapter 1: Invoicing Customers
      • Choosing an Invoice Form
      • Customizing an Invoice Form
      • Invoicing a Customer
      • Billing for Time
      • Printing Invoices
      • Emailing Invoices
      • Recording Sales Receipts
      • Recording Credit Memos
      • Receiving Customer Payments
      • Assessing Finance Charges
      • Using Odds and Ends on the Customers Menu
    • Chapter 2: Paying Vendors
      • Creating a Purchase Order
      • Recording the Receipt of Items
      • Simultaneously Recording the Receipt and the Bill
      • Entering a Bill
      • Paying Bills
      • Reviewing the Other Vendor Menu Commands
    • Chapter 3: Tracking Inventory and Items
      • Looking at Your Item List
      • Adding Items to the Item List
      • Editing Items
      • Adjusting Physical Counts and Inventory Values
      • Adjusting Prices and Price Levels
      • Managing Inventory in a Manufacturing Firm
    • Chapter 4: Managing Cash and Bank Accounts
      • Writing Checks
      • Making Bank Deposits
      • Transferring Money between Bank Accounts
      • Working with the Register
      • Using Edit Menu Commands
      • Reconciling the Bank Account
      • Reviewing the Other Banking Commands
    • Chapter 5: Paying Employees
      • Setting Up Basic Payroll
      • Scheduling Payroll Runs
      • Paying Employees
      • Editing and Voiding Paychecks
      • Paying Payroll Liabilities
  • Book 4: Accounting Chores
    • Chapter 1: For Accountants Only
      • Working with QuickBooks Journal Entries
      • Updating Company Information
      • Working with Memorized Transactions
      • Reviewing the Accountant & Taxes Reports
      • Creating an Accountant’s Copy of the QuickBooks Data File
      • Using the Client Data Review Commands
    • Chapter 2: Preparing Financial Statements and Reports
      • Some Wise Words Up Front
      • Producing a Report
      • Working with the Report Window
      • Modifying a Report
      • Processing Multiple Reports
      • A Few Words about Document Retention
    • Chapter 3: Preparing a Budget
      • Reviewing Common Budgeting Tactics
      • Taking a Practical Approach to Budgeting
      • Using the Set Up Budgets Window
      • Managing with a Budget
      • Some Wrap-Up Comments on Budgeting
    • Chapter 4: Using Activity-Based Costing
      • Reviewing Traditional Overhead Allocation
      • Understanding How ABC Works
      • Implementing a Simple ABC System
      • Seeing How QuickBooks Supports ABC
      • Turning On Class Tracking
      • Using Classes for ABC
    • Chapter 5: Setting Up Project and Job Costing Systems
      • Setting Up a QuickBooks Job
      • Tracking Job or Project Costs
      • Job Cost Reporting
      • Using Job Estimates
      • Progress Billing
  • Book 5: Financial Management
    • Chapter 1: Ratio Analysis
      • Some Caveats about Ratio Analysis
      • Liquidity Ratios
      • Leverage Ratios
      • Activity Ratios
      • Profitability Ratios
    • Chapter 2: Economic Value Added Analysis
      • Introducing the Logic of EVA
      • Seeing EVA in Action
      • Reviewing Some Important Points about EVA
      • Using EVA When Your Business Has Debt
      • Presenting Two Final Pointers
      • And Now, a Word to My Critics
    • Chapter 3: Capital Budgeting in a Nutshell
      • Introducing the Theory of Capital Budgeting
      • Calculating the Rate of Return on Capital
      • Measuring Liquidity
      • Thinking about Risk
      • What Does All of This Have to Do with QuickBooks?
  • Book 6: Business Plans
    • Chapter 1: Profit-Volume-Cost Analysis
      • Seeing How Profit-Volume-Cost Analysis Works
      • Calculating Break-Even Points
      • Using Real QuickBooks Data for Profit-Volume-Cost Analysis
      • Recognizing the Downside of the Profit-Volume-Cost Model
      • Using the Profit-Volume-Cost Analysis Workbook
    • Chapter 2: Creating a Business Plan Forecast
      • Reviewing Financial Statements and Ratios
      • Using the Business Plan Workbook
      • Understanding the Workbook Calculations
      • Customizing the Starter Workbook
    • Chapter 3: Writing a Business Plan
      • What the Term “Business Plan” Means
      • A Few Words about Strategic Plans
      • Look, Ma: No Strategy
      • A White-Paper Business Plan
      • A New-Venture Plan
  • Book 7: Care and Maintenance
    • Chapter 1: Administering QuickBooks
      • Keeping Your Data Confidential
      • Using QuickBooks in a Multiuser Environment
      • Using Audit Trails
      • Enabling Simultaneous Multiuser Access
      • Maintaining Good Accounting Controls
    • Chapter 2: Protecting Your Data
      • Backing Up the QuickBooks Data File
      • Restoring a QuickBooks Data File
      • Condensing the QuickBooks Company Files
    • Chapter 3: Troubleshooting
      • Using the QuickBooks Help File and This Book
      • Browsing Intuit’s Product-Support Website
      • Checking Another Vendor’s Product-Support Website
      • Tapping into Intuit’s Online and Expert Communities
      • When All Else Fails …
  • Book 8: Appendixes
    • Appendix A: A Crash Course in Excel
      • Starting Excel
      • Stopping Excel
      • Explaining Excel’s Workbooks
      • Putting Text, Numbers, and Formulas in Cells
      • Writing Formulas
      • Scrolling through Big Workbooks
      • Copying and Cutting Cell Contents
      • Formatting Cell Contents
      • Recognizing That Functions Are Simply Formulas
      • Saving and Opening Workbooks
      • Printing Excel Workbooks
      • One Other Thing to Know
    • Appendix B: Government Web Resources for Businesses
      • Bureau of Economic Analysis
      • Bureau of Labor Statistics
      • Census Bureau
      • Securities and Exchange Commission
      • Federal Reserve
      • Government Printing Office
      • Internal Revenue Service
    • Appendix C: Glossary of Accounting and Financial Terms
  • About the Author
  • Advertisement Page
  • Connect with Dummies
  • End User License Agreement

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