QuickBooks 2015 The Missing Manual - The Official Intuit Guide 2015 - Bonnie Biafore.pdf

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THE OFFICIAL
INTUIT
GUIDE
QuickBooks
2015
Covers
Books for
Quick
W i n d ow s
Bonnie Biafore
THE OFFICIAL
INTUIT
GUIDE
Answers found here!
How can you make your bookkeeping workflow smoother
and faster? Simple. With this Missing Manual, you’re in
control: you get step-by-step instructions on how and
when to use specific features, along with basic bookkeeping
and accounting advice to guide you through the learning
process. Discover new and improved features like the Insights
dashboard and easy report commenting. You’ll soon see why
this book is the Official Intuit Guide to QuickBooks 2015.
Bonnie Biafore
is a Project Management
Professional (PMP) with
over 25 years of
experience helping clients,
large and small, make
project-management
excellence part of their
business strategies. She’s
written 29 books about
project management,
investing, personal
finance, Microsoft Project,
QuickBooks, and more.
The important stuff you need to know
n
Get started fast.
Quickly set up accounts, customers, jobs,
and invoice items.
Track everything from billable and
unbillable time and expenses to income and profit.
Examine budgets and
actual spending, income, inventory, assets, and liabilities.
Open a new dashboard that highlights your
company’s financial activity and status the moment you log in.
Create and reuse bills,
invoices, sales receipts, and timesheets.
QuickBooks’ Search and Find features,
as well as the Vendor, Customer, Inventory, and Employee
Centers.
n
ollow the money.
F
n
Keep your company financially fit.
n
ain insights.
G
n
Spend less time on bookkeeping.
n
Find key info.
Use
QuickBooks/Business/Finance
US $34.99
CAN $36.99
ISBN: 978-1-491-94713-5
missingmanuals.com
twitter: @missingmanuals
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QuickBooks 2015
The book that should have been in the box®
Bonnie Biafore
Beijing | Cambridge | Farnham | Köln | Sebastopol | Tokyo
QuickBooks 2015: The Missing Manual
by Bonnie Biafore
Copyright © 2015 O’Reilly Media. All rights reserved.
Printed in the United States of America.
Published by O’Reilly Media, Inc.,
1005 Gravenstein Highway North, Sebastopol, CA 95472.
O’Reilly books may be purchased for educational, business, or sales promotional use.
Online editions are also available for most titles (https://www.safaribooksonline.com).
For more information, contact our corporate/institutional sales department:
(800) 998-9938 or
corporate@oreilly.com.
October 2014:
First Edition.
Revision History for the First Edition:
2014-10-10
First release
See
http://www.oreilly.com/catalog/errata.csp?isbn=0636920032700
for release details.
The Missing Manual is a registered trademark of O’Reilly Media, Inc. The Missing
Manual logo, and “The book that should have been in the box” are trademarks of
O’Reilly Media, Inc. Many of the designations used by manufacturers and sellers to
distinguish their products are claimed as trademarks. Where those designations
appear in this book, and O’Reilly Media is aware of a trademark claim, the
designations are capitalized.
While every precaution has been taken in the preparation of this book, the publisher
assumes no responsibility for errors or omissions, or for damages resulting from the
use of the information contained in it.
ISBN-13: 978-1-4919-4713-5
[LSI]
Contents
The Missing Credits
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
xi
Introduction
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
xv
What’s New in QuickBooks 2015 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
When QuickBooks May Not Be the Answer . . . . . . . . . . . . . . . . . . . . . . . . . . xvii
Choosing the Right Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii
Accounting Basics: The Important Stuff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi
About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
About the Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiv
The Very Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
About→These→Arrows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxvi
About the Online Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxvi
Safari® Books Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxvii
Part One:
Setting Up QuickBooks
CHAPTER 1:
Creating a Company File
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Opening QuickBooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Before You Create a Company File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Creating a Company File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Converting from Another Program to QuickBooks . . . . . . . . . . . . . . . . . . . . . 21
Opening an Existing Company File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Modifying Company Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
CHAPTER 2:
Getting Around in QuickBooks
. . . . . . . . . . . . . . . . . . . . . . . . . . . .
29
Menus and the Icon Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Switching among Open Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
The Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
The Company Snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
The Insights Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
CHAPTER 3:
Setting Up a Chart of Accounts
. . . . . . . . . . . . . . . . . . . . . . . . . . .
47
Acquiring a Chart of Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Planning the Chart of Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Creating Accounts and Subaccounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Working with Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
iii

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