QuickBooks 2007 On Demand

QuickBooks 2007 on Demand is the ultimate reference for people who really want to learn how to use the most popular accounting program. Using a friendly seeit/do-it technique, QuickBooks 2007 on Demand gives you illustrated, full color, step-by-step explanations that put you in charge of your finances. Whether you keep this book right next to your computer for quick reference or use it to train others, you’ll find this is an indispensable resource. http://www.dropshippers.co.za/

SEE HOW TO http://www.dropshippers.co.za/

• Produce and customize reports that show exactly how your company is doing
• Schedule transactions so you’ll never forget a due date again
• Bill time and expenses directly to customers
• Use the new QuickBooks features for 2007, including a redesigned Payroll Center and the new Accountant’s Copy that lets you keep working while your accountant reviews your books
• Create and use a budget
• Reconcile your bank account to the penny without waiting for the bank statement to come in the mail
• Keep detailed records of fixed asset acquisitions
• Protect your financial information with the latest in security techniques
• Send customized mailings to your customers and vendors
http://www.dropshippers.co.za/

1. Setting Up Your Company Accounts with the EasyStep Interview http://www.dropshippers.co.za/

2. Setting Up and Using Payroll Features http://www.dropshippers.co.za/

3. Adding or Changing Information After the Interview Is Completed http://www.dropshippers.co.za/

4. Invoicing and Collecting Income http://www.dropshippers.co.za/

5. Making Purchases and Recording Payments http://www.dropshippers.co.za/

6. Collecting and Paying Sales Tax http://www.dropshippers.co.za/

7. Using Timesaving Features http://www.dropshippers.co.za/

8. Job Cost Estimating and Tracking http://www.dropshippers.co.za/

9. Tracking Time New! http://www.dropshippers.co.za/

10. QuickBooks Tips and Tricks http://www.dropshippers.co.za/

11. Using the QuickBooks Online Features http://www.dropshippers.co.za/

12. Preparing Income Tax Returns http://www.dropshippers.co.za/

13. Security http://www.dropshippers.co.za/

14. Using Inventory Features http://www.dropshippers.co.za/

15. Recording Your Assets http://www.dropshippers.co.za/

16. Recording Owners’ Equity http://www.dropshippers.co.za/

17. Recording Liabilities http://www.dropshippers.co.za/

18. Preparing the Top Ten QuickBooks Reports http://www.dropshippers.co.za/

New! Features http://www.dropshippers.co.za/

Index http://www.dropshippers.co.za/

Table of Contents

1. Setting Up Your Company Accounts with the EasyStep Interview

• Installing QuickBooks
• Registering QuickBooks
• Setting Up QuickBooks in a Multiuser Office
• Transferring Data from Older Versions of QuickBooks
• Transferring Data from Quicken
• Practicing with the Sample Company Files
• Entering Data for a New Company
• Entering a Start Date
• Setting Up a Bank Account
• Setting Up Income and Expense Accounts
• Stopping, Restarting, and Completing the Interview
http://www.dropshippers.co.za/

2. Setting Up and Using Payroll Features

• Setting Payroll and Employee Preferences
http://www.dropshippers.co.za/

New!

• Setting Up Employees
http://www.dropshippers.co.za/

New!

• Setting Up Employee Payroll Information
• Setting Up Employee Payroll Taxes
• Setting Up Sick and Vacation Benefits
• Setting Up Payroll Deductions
http://www.dropshippers.co.za/

New!

• Paying Employees
• Using Timer Information with QuickBooks Payroll
• Printing Paychecks
• Using Direct Deposit
• Creating Employer Payroll Reports
• Paying Payroll Taxes with Form 941
• Paying Federal Unemployment Compensation Taxes with Form 940
• Preparing W-2 Forms
• Issuing W-3 Forms
• Setting Up Independent Contractors for 1099 Forms
• Setting 1099 Preferences
• Issuing 1099 Forms
• Outsourcing Payroll
http://www.dropshippers.co.za/

3. Adding or Changing Information After the Interview Is Completed

• Setting General Preferences
http://www.dropshippers.co.za/

New!

• Setting Desktop View Preferences
• Sorting Lists
• Displaying Lists on Forms
• Adding Accounts
http://www.dropshippers.co.za/

New!

• Using Account Numbers
• Adding Customers
http://www.dropshippers.co.za/

New!

• Displaying Detailed Customer Information
• Adding Vendors
• Adding Items
http://www.dropshippers.co.za/

New!

• Adding Information “On-the-Fly”
• Moving Items on a List
• Creating Subitems
• Editing Information on a List
• Hiding Entries on Lists
• Deleting Entries on a List
• Merging Entries on a List
• Printing Lists
• Searching for Transactions
• Generating a QuickReport
• Setting Accounting Preferences
http://www.dropshippers.co.za/

4. Invoicing and Collecting Income

• Setting Sales and Customers Preferences
http://www.dropshippers.co.za/

New!

• Creating an Invoice
• Previewing Invoices
• Printing a Single Invoice
• Printing a Batch of Invoices
• Emailing an Invoice
• Charging Expenses to a Customer
http://www.dropshippers.co.za/

New!

• Setting Finance Charge Preferences
• Creating a Monthly Statement
• Setting Send Forms Preferences
• Tracking Accounts Receivable
• Receiving Payments for Invoices
• Issuing a Credit or Refund
• Receiving Cash
• Making Bank Deposits
• Receiving Advances, Retainers, and Down Payments
• Issuing Discounts
• Viewing the Open Invoices Report
• Creating a Collection Letter
• Recording Bad Debts
http://www.dropshippers.co.za/

5. Making Purchases and Recording Payments

• Setting Purchases and Vendors Preferences
http://www.dropshippers.co.za/

New!

• Using Purchase Orders
• Viewing Items on Purchase Orders
• Viewing Vendor Information
• Receiving Goods
• Receiving a Partial Order
• Viewing Unpaid Bills Reports
• Paying Bills
• Taking Discounts
• Using the Check Register
• Editing Bill Payments
• Deleting Bill Payments
• Setting Checking Preferences
• Writing Checks
http://www.dropshippers.co.za/

New!

• Printing Checks
http://www.dropshippers.co.za/

New!

• Voiding Checks
• Creating Purchase Reports
http://www.dropshippers.co.za/

6. Collecting and Paying Sales Tax

• Setting Sales Tax Preferences
• Creating a Sales Tax Item
• Creating a Sales Tax Group
• Charging Sales Tax to Customers
• Entering Tax Status of Inventory Items
• Selling Tax-Exempt Items
• Selling Items to Tax-Exempt Customers
• Producing Monthly Sales Tax Reports
• Paying Sales Tax
• Taking a Discount for Early Payment
http://www.dropshippers.co.za/

7. Using Timesaving Features

• Memorizing Transactions
• Memorizing a Group of Transactions
• Using Memorized Transactions
• Scheduling Recurring Transactions
• Changing Memorized and Scheduled Transactions
• Removing Memorized Transactions
• Setting Reminders Preferences
• Using Reminders
http://www.dropshippers.co.za/

8. Job Cost Estimating and Tracking

• Setting Jobs and Estimate Preferences
• Setting Up a Job
• Using the Job Status Feature
• Using the Job Type Feature
• Using the Job Dates Feature
• Using the Job Description Feature
• Creating an Estimate
• Invoicing Against an Estimate
• Revising Estimates
• Creating a Work in Progress Report
http://www.dropshippers.co.za/

9. Tracking Time New!

• Setting Time Tracking Preferences
• Installing the Timer
• Exporting Information to the Timer
http://www.dropshippers.co.za/

New!

• Creating a New Timer File
• Creating a Timed Activity
• Using the Timer
• Sending Timer Data to QuickBooks
• Opening Timer Data in QuickBooks
• Viewing Timer Transactions
• Editing Timer Transactions
• Billing Time from the Timer to the Customer
• Backing Up and Condensing Timer Data
• Restoring Backed-Up and Condensed Timer Data
http://www.dropshippers.co.za/

10. QuickBooks Tips and Tricks

• Setting Spelling Preferences
• Creating a Budget
• Producing Budget Reports
• Setting Up Classes
• Displaying a Class List
• Using Multiple Classes on One Form
• Reporting on Classes
• Creating Payment Terms
• Customizing Forms–Editing Existing Forms
• Customizing Forms–Creating a New Form
• Making Journal Entries
http://www.dropshippers.co.za/

New!

• Using the Audit Trail
• Using the QuickBooks Remote Access Feature
• Creating Mailing Labels
http://www.dropshippers.co.za/

11. Using the QuickBooks Online Features

• Setting Service Connection Preferences
• Setting Up Your QuickBooks Internet Connection
• Activating Your Online Bank Account
• Retrieving Online Bank Statements
• Matching Transactions
• Making Online Payments
• Canceling Online Payments
http://www.dropshippers.co.za/

New!

• Sending Online Messages
• Transferring Money Between Accounts
• Getting Reports of Online Transactions
• Using the QuickBooks Website
http://www.dropshippers.co.za/

New!

• Using the QuickBooks Online Edition
http://www.dropshippers.co.za/

12. Preparing Income Tax Returns

• Choosing the Correct Income Tax Form
• Assigning Tax Lines
• Using the Income Tax Summary Report
• Using the Income Tax Detail Report
• Making Estimated Tax Payments
• Creating a Tax Return
http://www.dropshippers.co.za/

13. Security

• Backing Up Your QuickBooks Company File
• Restoring Backed-Up Information
• Using the QuickBooks Online Backup Service
• Setting Up the Administrator
• Adding Users
• Editing User Access
• Removing Users
• Closing Financial Records at Year-End
• Creating a Closing Date Exception Report
http://www.dropshippers.co.za/

14. Using Inventory Features

• Activating Inventory
• Setting Up Inventory Items
• Adding to Your Inventory
• Editing Inventory Items
• Creating an Inventory Group
• Managing Sales Orders
• Setting Up Reminders to Replenish Your Inventory
• Preparing Inventory Reports
• Counting Your Inventory
• Adjusting Inventory Quantities
• Adjusting the Price of Inventory
http://www.dropshippers.co.za/

15. Recording Your Assets

• Reconciling to Your Bank Statement
• Recording Automatic Teller Withdrawals
• Tracking Petty Cash
• Receiving Credit Card Payments
• Recording Deposits As Assets
• Purchasing Fixed Assets
• Entering Depreciation
• Selling Fixed Assets
http://www.dropshippers.co.za/

16. Recording Owners’ Equity

• Understanding the Opening Balance Equity Account
• Recording Owners’ Draws
• Entering Prior Period Adjustments
• Viewing Contents of Retained Earnings Account
http://www.dropshippers.co.za/

17. Recording Liabilities

• Managing Accounts Payable
• Recording Payroll Tax Accruals
• Setting Up Credit Card Accounts
• Accounting for Deposits or Retainers
• Recording Loans
• Using the QuickBooks Loan Manager
• Recording Loan Payments
http://www.dropshippers.co.za/

18. Preparing the Top Ten QuickBooks Reports

• Setting Reports and Graphs Preferences
• Preparing an Income Statement
• Preparing a Balance Sheet
• Preparing a Trial Balance
• Preparing a General Ledger Report
http://www.dropshippers.co.za/

New!

• Preparing a Budget Report
• Preparing a Sales Tax Liability Report
• Preparing a Payroll Liability Report
• Preparing an Accounts Receivable Aging Summary Report
• Preparing a Job Progress Report
• Preparing an Accounts Payable Aging Detail Report
• Customizing Reports
• Memorizing a Customized Report
http://www.dropshippers.co.za/

New! Features

• QuickBooks 2007
http://www.dropshippers.co.za/

Index