QuickBooks 2014 For Dummies

Learn to: Organize all your business finances in one place Create invoices and credit memos, record sales receipts, and pay the bills Track inventory, figure job costs, and monitor your business with reports Make tax time easier Keep a close eye on your business accounts with QuickBooks Running or working for a small business can be exciting. Tracking all the bills and invoices, accounts and tax forms, not so fun. That's why businesspeople like you rely on QuickBooks. Written by a bestselling CPA and QuickBooks expert, this friendly guide makes it easy to use QuickBooks to manage your financial records, track sales, pay bills, balance your books, and keep your business in the black. Start off on the right foot — get ready for the QuickBooks setup, populate QuickBooks lists, and customize QuickBooks for your business needs Your daily do's — build good data entry habits, create professional-looking invoices, pay bills, and record sales Good housekeeping — write checks, set up payment reminders, and keep the payroll rolling Balancing act — effectively keep track of your checkbook, credit and debit card accounts, inventory, payroll, and budgets Know what's where when — track inventory, fill out purchase orders, and deal with multiple inventory locations The state of your affairs — create financial reports and track every dollar coming in and going out A 411 for the taxman — organize your data as you go and get reliable records for tax time Open the book and find: Steps to setting up and succeeding with QuickBooks Tips for processing invoices How to build the perfect budget Ways to handle payroll and withholding Details about downloading transactions and paying bills online Steps for tracking sales and customer payments Advice on developing a business plan forecast How to maintain records for tax time

Introduction 1 Part I: Quickly into QuickBooks 7 Chapter 1: QuickBooks: The Heart of Your Business 9 Chapter 2: The Big Setup 19 Chapter 3: Populating QuickBooks Lists 37 Part II: Daily Entry Tasks 81 Chapter 4: Creating Invoices and Credit Memos 83 Chapter 5: Reeling In the Dough 107 Chapter 6: Paying the Bills 131 Chapter 7: Inventory Magic 155 Chapter 8: Keeping Your Checkbook 175 Chapter 9: Paying with Plastic 193 Part III: Stuff You Do from Time to Time 203 Chapter 10: Printing Checks 205 Chapter 11: Payroll 217 Chapter 12: Building the Perfect Budget 229 Chapter 13: Online with QuickBooks 237 Part IV: Housekeeping Chores 249 Chapter 14: The Balancing Act 251 Chapter 15: Reporting on the State of Affairs 261 Chapter 16: Job Estimating, Billing, and Tracking 275 Chapter 17: File Management Tips 285 Chapter 18: Fixed Assets and Vehicle Lists 297 Part V: The Part of Tens 309 Chapter 19: Tips for Handling (Almost) Ten Tricky Situations 311 Chapter 20: (Almost) Ten Secret Business Formulas 319 Part VI: Appendixes 355 Appendix A: Installing QuickBooks in a Dozen Easy Steps 337 Appendix B: If Numbers Are Your Friends 341 Appendix C: Sharing QuickBooks Files 361 Index 369  

Stephen L. Nelson, MBA, CPA, provides accounting, business advisory, tax planning, and tax preparation services to small businesses. He belongs to the American Institute of CPAs and holds an MBA in Finance and a Masters in Taxation. His 100-plus books, including QuickBooks For Dummies and Quicken For Dummies, have sold more than four million copies.