Quickbooks 2013: The Missing Manual

The Missing Credits;
About the Author;
About the Creative Team;
Acknowledgements;
The Missing Manual Series;
Introduction;
What’s New in QuickBooks 2013;
When QuickBooks May Not Be the Answer;
Choosing the Right Edition;
Accounting Basics: The Important Stuff;
About This Book;
About the Outline;
The Very Basics;
About?These?Arrows;
About the Online Resources;
Safari® Books Online;
Part One: Getting Started;
Chapter 1: Creating a Company File;
1.1 Opening QuickBooks;
1.2 Before You Create a Company File;
1.3 Creating a Company File;
1.4 Modifying Company Info;
1.5 What’s Next?;
1.6 Opening an Existing Company File;
1.7 Converting from Another Program to QuickBooks;
Chapter 2: Getting Around in QuickBooks;
2.1 The Home Page;
2.2 The Company Snapshot;
2.3 Your Financial Calendar;
2.4 Menus and the Icon Bars;
2.5 Switching Among Open Windows;
Chapter 3: Setting Up a Chart of Accounts;
3.1 Acquiring a Chart of Accounts;
3.2 Planning the Chart of Accounts;
3.3 Creating Accounts and Subaccounts;
3.4 Modifying Accounts;
3.5 Hiding and Deleting Accounts;
3.6 Merging Accounts;
Chapter 4: Setting Up Customers, Jobs, and Vendors;
4.1 Creating Customers in QuickBooks;
4.2 Creating Jobs in QuickBooks;
4.3 Modifying Customer and Job Information;
4.4 Categorizing Customers and Jobs;
4.5 Adding Notes;
4.6 Working with Leads;
4.7 Merging Customer Records;
4.8 Hiding and Deleting Customers;
4.9 Setting Up Vendors;
4.10 Data Entry Shortcuts;
4.11 Tracking To-Dos;
Chapter 5: Setting Up Items;
5.1 What Items Do;
5.2 When You Don’t Need Items;
5.3 Should You Track Inventory with Items?;
5.4 Planning Your Items;
5.5 Creating Items;
5.6 Service Items;
5.7 Product Items;
5.8 Other Types of Items;
5.9 Setting Up Sales Tax;
5.10 Modifying Items;
5.11 Hiding and Deleting Items;
Chapter 6: Setting Up Other QuickBooks Lists;
6.1 Categorizing with Classes;
6.2 Price Levels;
6.3 Customer and Vendor Profile Lists;
6.4 Fixed Asset Items;
6.5 Creating and Editing List Entries;
6.6 Hiding and Deleting List Entries;
6.7 Sorting Lists;
6.8 Printing Lists;
Chapter 7: Managing QuickBooks Files;
7.1 Switching Between Multi- and Single-User Mode;
7.2 Backing Up Files;
7.3 Restoring Backups;
7.4 Sending Company Files to Others;
7.5 Verifying Your QuickBooks Data;
7.6 Condensing Data;
7.7 Cleaning Up after Deleting Files;
Part Two: Bookkeeping;
Chapter 8: Tracking Time and Mileage;
8.1 Setting Up Time Tracking;
8.2 Entering Time in QuickBooks;
8.3 Running Time Reports;
8.4 Tracking Mileage;
8.5 Generating Mileage Reports;
Chapter 9: Paying for Expenses;
9.1 When to Pay Expenses;
9.2 Entering Bills;
9.3 Automating Recurring Bills;
9.4 Purchasing Inventory;
9.5 Handling Reimbursable Expenses;
9.6 Recording Vendor Refunds and Credits;
9.7 Paying Your Bills;
9.8 Producing Checks;
9.9 Writing Checks Without Entering Bills;
9.10 Paying with Cash;
9.11 Paying with Credit Cards;
9.12 Running Expense-Related Reports;
9.13 Paying Sales Tax;
Chapter 10: Invoicing;
10.1 Choosing the Right Type of Form;
10.2 Sales Forms and Accounts;
10.3 Creating Invoices;
10.4 Creating Batch Invoices;
10.5 Invoicing for Billable Time and Costs;
10.6 Invoicing for Backordered Products;
10.7 Estimating Jobs;
10.8 Creating Progress Invoices;
10.9 Handling Refunds and Credits;
10.10 Editing Invoices;
10.11 Voiding and Deleting Invoices;
Chapter 11: Producing Statements;
11.1 Generating Statements;
Chapter 12: Transaction Timesavers;
12.1 Printing Sales Forms;
12.2 Emailing Sales Forms;
12.3 Memorized Transactions;
12.4 Finding Transactions;
Chapter 13: Managing Accounts Receivable;
13.1 Receivables Aging;
13.2 Receiving Payments for Invoiced Income;
13.3 Applying Credits to Invoices;
13.4 Discounting for Early Payment;
13.5 Deposits, Down Payments, and Retainers;
13.6 Applying Finance Charges;
13.7 Cash Sales;
13.8 Making Deposits;
Chapter 14: Doing Payroll;
14.1 Paying Yourself;
14.2 Recording Transactions from a Payroll Service;
14.3 Using an Intuit Payroll Service;
Chapter 15: Bank Accounts and Petty Cash;
15.1 Entering Transactions in an Account Register;
15.2 Handling Bounced Checks;
15.3 Transferring Funds;
15.4 Reconciling Accounts;
15.5 Managing Loans;
15.6 Tracking Petty Cash;
Chapter 16: Making Journal Entries;
16.1 Balancing Debit and Credit Amounts;
16.2 Some Reasons to Use Journal Entries;
16.3 Creating General Journal Entries;
16.4 Checking General Journal Entries;
16.5 Reclassifications and Corrections;
16.6 Recording Depreciation with Journal Entries;
16.7 Recording Owners’ Contributions;
Chapter 17: Generating Financial Statements;
17.1 The Profit & Loss Report;
17.2 The Balance Sheet;
17.3 The Statement of Cash Flows;
17.4 Other Helpful Financial Reports;
Chapter 18: Performing End-of-Year Tasks;
18.1 Checking for Problems;
18.2 Viewing Your Trial Balance;
18.3 Generating Year-End Financial Reports;
18.4 Generating Tax Reports;
18.5 Sharing a Company File with Your Accountant;
18.6 1099s;
18.7 Closing the Books for the Year;
Part Three: Managing Your Business;
Chapter 19: Managing Inventory;
19.1 The QuickBooks Inventory Process;
19.2 Running Inventory Reports;
19.3 Performing a Physical Inventory;
19.4 Adjusting Inventory in QuickBooks;
Chapter 20: Budgeting and Planning;
20.1 Types of Budgets;
20.2 Ways to Build Budgets;
20.3 Creating Budgets in QuickBooks;
20.4 Creating Additional Customer: Job or Class Budgets;
20.5 Creating and Copying Budgets with Excel;
20.6 Filling in Budget Values;
20.7 Running Budget Reports;
Chapter 21: Working with Reports;
21.1 Finding the Right Reports;
21.2 Running Reports;
21.3 Printing and Saving Reports;
21.4 Customizing Reports;
21.5 Memorizing Reports;
21.6 Swapping Reports Between Company Files;
Part Four: QuickBooks Power;
Chapter 22: Online Banking Services;
22.1 Setting Up Your Internet Connection;
22.2 Setting Up Your Accounts for Online Services;
22.3 Exchanging Data with Your Bank;
22.4 Online Banking Using Side-by-Side Mode;
22.5 Online Banking Using Register Mode;
Chapter 23: Configuring Preferences to Fit Your Company;
23.1 Preferences: The Basics;
23.2 Accounting;
23.3 Bills;
23.4 Calendar;
23.5 Checking;
23.6 Desktop View;
23.7 Finance Charge;
23.8 General;
23.9 Integrated Applications;
23.10 Items & Inventory;
23.11 Jobs & Estimates;
23.12 Multiple Currencies;
23.13 Payments;
23.14 Payroll & Employees;
23.15 Reminders;
23.16 Reports and Graphs;
23.17 Sales & Customers;
23.18 Sales Tax;
23.19 Search;
23.20 Send Forms;
23.21 Spelling;
23.22 Tax: 1099;
23.23 Time & Expenses;
Chapter 24: Integrating QuickBooks with Other Programs;
24.1 Mail Merge to a Word Document;
24.2 Synchronizing Contacts;
24.3 Working with Third-Party Programs;
24.4 Exporting QuickBooks Data;
24.5 Importing Data from Other Programs;
Chapter 25: Customizing QuickBooks;
25.1 Customizing the Desktop;
25.2 Customizing the Home Page;
25.3 Fast Access to Favorite Features;
25.4 Customizing the Company Snapshot;
25.5 Customizing Forms;
Chapter 26: Keeping Your QuickBooks Data Secure;
26.1 Setting Up the Administrator;
26.2 Creating QuickBooks Users;
26.3 Restricting Access to Features and Data;
26.4 Audit Trails;
Part Five: Appendixes;
Installing QuickBooks;
Before You Install;
Installing QuickBooks;
Registering QuickBooks;
Setting Up QuickBooks on a Network;
Where to Store Your Company Files;
Help, Support, and Other Resources;
QuickBooks Help;
Intuit Community;
Other Kinds of Help;
Other Help Resources;
QuickBooks Training;