QuickBooks 2014: The Missing Manual

Bonnie Biafore is a Project Management Professional (PMP) with more than 25 years' experience helping clients, large and small, make project management excellence part of their business strategies. She is the author of 26 books about project management, investing, personal finance, Microsoft Project, QuickBooks, and other software programs.

Setting Up QuickBooks
Chapter 1 Creating a Company File
Opening QuickBooks
Before You Create a Company File
Creating a Company File
Converting from Another Program to QuickBooks
Opening an Existing Company File
Modifying Company Info
Chapter 2 Getting Around in QuickBooks
Menus and the Icon Bars
Switching among Open Windows
The Home Page
The Company Snapshot
Chapter 3 Setting Up a Chart of Accounts
Acquiring a Chart of Accounts
Planning the Chart of Accounts
Creating Accounts and Subaccounts
Working with Accounts
Chapter 4 Setting Up Customers, Jobs, and Vendors
Creating Customers in QuickBooks
Creating Jobs in QuickBooks
Setting Up Vendors
Working with Customers, Jobs, and Vendors
Managing Leads
Chapter 5 Setting Up Items
What Items Do
When You Don’t Need Items
Should You Track Inventory with Items?
Planning Your Items
Creating Items
Service Items
Product Items
Other Types of Items
Working with Items
Chapter 6 Data Entry Shortcuts for Lists
Adding and Editing Multiple Records
Importing Customer, Vendor, and Item Information
Chapter 7 Setting Up Other QuickBooks Lists
Categorizing with Classes
Price Levels
Customer and Vendor Profile Lists
Fixed Asset Items
Managing Lists
Bookkeeping
Chapter 8 Tracking Time and Mileage
Setting Up Time Tracking
Entering Time in QuickBooks
Running Time Reports
Tracking Mileage
Generating Mileage Reports
Chapter 9 Paying for Expenses
When to Pay Expenses
Entering Bills
Recording a Deposit to a Vendor
Handling Reimbursable Expenses
Paying Your Bills
Writing Checks Without Entering Bills
Producing Checks
Paying Using Other Payment Methods
Recording Vendor Refunds and Credits
Running Expense-Related Reports
Chapter 10 Invoicing
Choosing the Right Type of Form
Sales Forms and Accounts
Creating Invoices
Creating Batch Invoices
Deposits, Down Payments, and Retainers
Invoicing for Billable Time and Costs
Invoicing for Backordered Products
Estimating Jobs
Creating Progress Invoices
Handling Customer Refunds and Credits
Modifying Invoices
Chapter 11 Producing Statements
Generating Statements
Chapter 12 Transaction Timesavers
Printing Forms
Emailing Forms
Memorizing Transactions
Finding Transactions
Chapter 13 Managing Accounts Receivable
Receivables Aging
Receiving Payments for Invoiced Income
Applying Credits to Invoices
Discounting for Early Payment
Correcting Misapplied Customer Payments
Applying Finance Charges
Cash Sales
Making Deposits
Chapter 14 Bank Accounts and Credit Cards
Entering Transactions in an Account Register
Handling Bounced Checks
Transferring Funds
Reconciling Accounts
Managing Loans
Chapter 15 Doing Payroll
Getting Started with QuickBooks Payroll
Intuit Payroll Services
Signing Up for an Intuit Payroll Service
Setting Up Payroll in QuickBooks
Running Payroll
Paying Payroll Liabilities
Preparing Payroll Tax Forms
Running Payroll Reports
Recording Transactions from a Payroll Service
Paying Yourself
Chapter 16 Making Journal Entries
Balancing Debit and Credit Amounts
Some Reasons to Use Journal Entries
Creating Journal Entries
Checking Journal Entries
Reclassifications and Corrections
Recording Depreciation with Journal Entries
Recording Owners’ Contributions
Chapter 17 Performing Year-End Tasks
Checking for Problems
Viewing Your Trial Balance
Generating Financial Reports
Generating Tax Reports
Sharing a Company File with Your Accountant
1099s
Closing the Books for the Year
Managing Your Business
Chapter 18 Keeping Track of Financial Tasks
Tracking To-Dos
Adding Notes
Reminders
Your Financial Calendar
Chapter 19 Managing QuickBooks Files
Switching Between Multi- and Single-User Mode
Backing Up Files
Restoring Backups
Sending Company Files to Others
Verifying Your QuickBooks Data
Condensing Data
Cleaning Up after Deleting Files
Chapter 20 Managing Inventory
Following the Inventory Money Trail
Setting Up Inventory Items
Purchasing Inventory
Selling Inventory
Running Inventory Reports
Working with the Inventory Center
Performing a Physical Inventory
Adjusting Inventory in QuickBooks
Chapter 21 Working with Sales Tax
Setting Up Sales Tax
Producing Reports of the Sales Tax You Owe
Paying Sales Tax
Chapter 22 Budgeting and Planning
Types of Budgets
Ways to Build Budgets
Creating Budgets in QuickBooks
Creating Customer:Job or Class Budgets
Filling in Budget Values
Creating and Copying Budgets with Excel
Running Budget Reports
Chapter 23 Tracking Finances with Reports and Graphs
Finding the Right Reports
Running Reports
Printing and Saving Reports
Customizing Reports
Memorizing Reports
Swapping Reports Between Company Files
QuickBooks Power
Chapter 24 Banking Online with QuickBooks
Setting Up Your Accounts for Online Services
Exchanging Data with Your Bank
Banking Online Using Express Mode
Banking Online Using Classic Mode
Chapter 25 Configuring Preferences to Fit Your Company
Preferences: The Basics
Accounting
Bills
Calendar
Checking
Desktop View
Finance Charge
General
Integrated Applications
Items & Inventory
Jobs & Estimates
Multiple Currencies
Payments
Payroll & Employees
Reminders
Reports and Graphs
Sales & Customers
Sales Tax
Search
Send Forms
Service Connection
Spelling
Tax: 1099
Time & Expenses
Chapter 26 Integrating QuickBooks with Other Programs
Mail Merge to a Word Document
Synchronizing Contacts
Working with Other Apps
Exporting QuickBooks Data
Importing Data from Other Programs
Chapter 27 Customizing QuickBooks
Customizing the Home Page
Fast Access to Favorite Features
Customizing the Company Snapshot
Customizing Forms
Chapter 28 Keeping Your QuickBooks Data Secure
Setting Up the Administrator
Creating QuickBooks Users
Restricting Access to Features and Data
Appendixes
Appendix Installing QuickBooks
Before You Install
Installing QuickBooks
Registering QuickBooks
Setting Up QuickBooks on a Network
Where to Store Your Company Files
Appendix Help, Support, and Other Resources
QuickBooks Help
Intuit Community
Other Kinds of Help
Other Help Resources
QuickBooks Training