QuickBooks 2006: The Missing Manual

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• QuickBooks 2006: The Missing Manual
  • SPECIAL OFFER: Upgrade this ebook with OReilly
  • The Missing Credits
    • About the Author
    • About the Creative Team
    • Acknowledgements
    • The Missing Manual Series
  • Introduction
    • Whats New in QuickBooks 2006
    • Getting to Know QuickBooks
    • Choosing the Right QuickBooks Product
      • The QuickBooks Premier Choices
    • Accounting BasicsThe Important Stuff
    • About This Book
    • About the Outline
    • The Very Basics
    • About These Arrows
    • About MissingManuals.com
    • Safari Enabled
  • I. Getting Started
    • 1. Creating a Company in QuickBooks
      • 1.1. Opening QuickBooks
      • 1.2. Creating a New Company
      • 1.3. Steps to Take Before You Create Your Company File
        • 1.3.1. A Start Date
        • 1.3.2. Account Balances
        • 1.3.3. Other Important Information
      • 1.4. Starting the EasyStep Interview
        • 1.4.1. Company Information
        • 1.4.2. The Administrator Password
        • 1.4.3. Create Your Company File
        • 1.4.4. Customizing Your Company File
      • 1.5. What's Next
      • 1.6. Open an Existing Company File
      • 1.7. Convert a Quicken File to QuickBooks
      • 1.8. Restore a Backup File
      • 1.9. Modifying Company Information
    • 2. Setting Up a Chart of Accounts
      • 2.1. Obtaining a Chart of Accounts
      • 2.2. Account Naming and Numbering
        • 2.2.1. Setting Up Account Numbers
        • 2.2.2. Standardizing Account Names
      • 2.3. Creating Accounts and Subaccounts
        • 2.3.1. Creating an Account
        • 2.3.2. Viewing Account Names and Numbers
      • 2.4. Modifying Accounts
      • 2.5. Merging Accounts
      • 2.6. Hiding and Deleting Accounts
        • 2.6.1. Hiding Accounts
        • 2.6.2. Deleting Accounts
    • 3. Setting Up Customers and Jobs
      • 3.1. What to Do Before You Create Customers and Jobs
        • 3.1.1. Categorizing Customers and Jobs
          • 3.1.1.1. Creating types of customers
          • 3.1.1.2. Categorizing jobs
      • 3.2. Creating Customers in QuickBooks
        • 3.2.1. Creating a New Customer
          • 3.2.1.1. Entering address information
          • 3.2.1.2. Specifying additional customer information
          • 3.2.1.3. Designating payment information
      • 3.3. Importing and Exporting Customer Information
        • 3.3.1. Exporting Customer Information
          • 3.3.1.1. Exporting to Excel
          • 3.3.1.2. Customized exports using the Contact List report
          • 3.3.1.3. Exporting a text file
        • 3.3.2. Importing Customer Information
      • 3.4. Creating Jobs in QuickBooks
        • 3.4.1. Creating a New Job
      • 3.5. Modifying Customer and Job Information
      • 3.6. Adding Notes About Customers
      • 3.7. Merging Customer Records
      • 3.8. Hiding and Deleting Customers
        • 3.8.1. Deleting Customers
        • 3.8.2. Hiding Customers
    • 4. Setting Up Invoice Items
      • 4.1. What Items Do
      • 4.2. When You Don't Need Items
      • 4.3. Should You Track Inventory with Items?
      • 4.4. The QuickBooks Item Types
        • 4.4.1. Items for Services
        • 4.4.2. Items for Products
        • 4.4.3. Other Items
      • 4.5. Planning Your Items
        • 4.5.1. Generic or Specific?
        • 4.5.2. Item Naming
        • 4.5.3. Subitems
        • 4.5.4. Taxing Decisions
      • 4.6. Setting Up Sales Tax
        • 4.6.1. Sales Tax Codes
          • 4.6.1.1. Assigning tax codes to customers
          • 4.6.1.2. Assigning tax codes to items
          • 4.6.1.3. Creating additional sales tax codes
        • 4.6.2. Sales Tax Items
      • 4.7. Creating Items
        • 4.7.1. Service Fields
        • 4.7.2. Inventory Part Fields
        • 4.7.3. Non-inventory Part Fields
        • 4.7.4. Other Charge Fields
        • 4.7.5. Subtotal
        • 4.7.6. Group
        • 4.7.7. Discount
        • 4.7.8. Payment
        • 4.7.9. Sales Tax Item
      • 4.8. Modifying Items
      • 4.9. Hiding and Deleting Items
        • 4.9.1. Hiding Items
        • 4.9.2. Deleting Items
    • 5. Setting Up Other QuickBooks Lists
      • 5.1. The Vendor List
        • 5.1.1. Entering Address Information
        • 5.1.2. Additional Info
      • 5.2. Classes
      • 5.3. Price Levels
      • 5.4. Customer & Vendor Profile Lists
        • 5.4.1. Sales Rep List
        • 5.4.2. Customer Type List
        • 5.4.3. Vendor Type List
        • 5.4.4. Job Type List
        • 5.4.5. Terms List
        • 5.4.6. Customer Message
        • 5.4.7. Payment Method List
        • 5.4.8. Ship Via List
        • 5.4.9. Vehicle List
      • 5.5. Memorized Transactions
      • 5.6. Fixed Asset Items
      • 5.7. Creating and Editing List Entries
        • 5.7.1. Creating Entries
        • 5.7.2. Editing Entries
      • 5.8. Merging List Entries
      • 5.9. Hiding and Deleting List Entries
        • 5.9.1. Hiding Entries
        • 5.9.2. Deleting Entries
      • 5.10. Sorting Lists
      • 5.11. Printing Lists
        • 5.11.1. Blasting Out a Quick List
        • 5.11.2. Customizing a Printed List
    • 6. Configuring Preferences to Fit Your Company
      • 6.1. An Introduction to Preferences
      • 6.2. Accounting Preferences
      • 6.3. Checking
        • 6.3.1. Choosing the Bank Accounts You Use
        • 6.3.2. Setting the Way Company Checks Work
        • 6.3.3. Choosing Company-Wide Payroll Accounts
      • 6.4. Desktop View
        • 6.4.1. Window Preferences
        • 6.4.2. Preferences for Saving the Desktop
        • 6.4.3. Choosing a Color Scheme
        • 6.4.4. Setting Up the QuickBooks Home Page
      • 6.5. Finance Charge
      • 6.6. General
        • 6.6.1. Tuning QuickBooks to Your Liking
        • 6.6.2. Company-Wide General Preferences
      • 6.7. Jobs & Estimates
      • 6.8. Payroll & Employees
      • 6.9. Purchases & Vendors
      • 6.10. Reminders
        • 6.10.1. Reminders on the My Preferences Tab
        • 6.10.2. Reminders for Everyone
      • 6.11. Reports and Graphs
        • 6.11.1. Preferences for the Reports You Generate
        • 6.11.2. Preferences That Apply to Every Company Report
      • 6.12. Sales & Customers
      • 6.13. Sales Tax
      • 6.14. Send Forms
      • 6.15. Spelling
      • 6.16. Tax: 1099
      • 6.17. Time Tracking
    • 7. Managing QuickBooks Files
      • 7.1. Where to Store Your Company Files
      • 7.2. Backing Up Files
        • 7.2.1. Manual Backups
        • 7.2.2. Choosing Standard Settings for Your Backups
        • 7.2.3. Automated QuickBooks Backups
        • 7.2.4. Unattended Backups
      • 7.3. Restoring Backups
      • 7.4. Sending Company Files to Others
        • 7.4.1. Creating a Portable Company File
        • 7.4.2. Opening a Portable Company File
      • 7.5. Verifying Your QuickBooks Data
        • 7.5.1. Running the Verify Data Utility
        • 7.5.2. Reviewing Problems
        • 7.5.3. Running the Rebuild Data Utility
      • 7.6. Cleaning Up Data
        • 7.6.1. Running the Clean Up Company File Tool
      • 7.7. Deleting Files
  • II. Accounting with QuickBooks
    • 8. Invoicing
      • 8.1. Choosing the Right Type of Form
        • 8.1.1. Sales Receipts
        • 8.1.2. Statements
        • 8.1.3. Invoices
      • 8.2. Creating Invoices
      • 8.3. Filling in Invoice Header Fields
        • 8.3.1. Choosing an Invoice Template
        • 8.3.2. Choosing the Customer or Job
      • 8.4. The Rest of the Header Fields
      • 8.5. Entering Invoice Line Items
        • 8.5.1. Inserting and Deleting Line Items
        • 8.5.2. Invoicing for Billable Time and Costs
          • 8.5.2.1. Assigning time and expenses to customers or jobs
          • 8.5.2.2. Adding billable time and expenses to invoices
        • 8.5.3. Applying Subtotals, Discounts, and Percentage Charges
        • 8.5.4. Adding a Message to the Customer
        • 8.5.5. Choosing How to Send the Invoice
        • 8.5.6. Adding a Memo to Yourself
      • 8.6. Invoicing for Backordered Products
        • 8.6.1. Using Pending Invoices for Backorders
        • 8.6.2. Using Sales Orders for Backorders
      • 8.7. Memorizing Recurring Invoices
        • 8.7.1. Editing a Memorized Invoice
      • 8.8. Estimating Jobs
        • 8.8.1. Creating an Estimate
        • 8.8.2. Creating Multiple Estimates
      • 8.9. Creating Progress Invoices
        • 8.9.1. Progress Invoicing Options
        • 8.9.2. Fine-Tuning a Progress Invoice
      • 8.10. Producing Statements
        • 8.10.1. Creating Statement Charges
        • 8.10.2. Generating Customer Statements
          • 8.10.2.1. Choosing the date range
          • 8.10.2.2. Selecting customers
          • 8.10.2.3. Setting printing options
        • 8.10.3. Previewing Statements
        • 8.10.4. Generating Statements
      • 8.11. Finding Invoices (and Other Sales Forms)
      • 8.12. Editing Invoices and Sales Receipts
      • 8.13. Voiding and Deleting Invoices and Sales Receipts
      • 8.14. Handling Refunds and Credits
        • 8.14.1. Creating Credit Memos
        • 8.14.2. Creating Refund Checks
        • 8.14.3. Applying Credits to Invoices
      • 8.15. Sending Sales Forms
        • 8.15.1. Setting Print Options
        • 8.15.2. Aligning Forms and Paper
        • 8.15.3. Choosing a Send Method
        • 8.15.4. Print One Form
        • 8.15.5. Printing in Batches
        • 8.15.6. Printing Mailing and Shipping Labels
        • 8.15.7. Printing Packing Slips
        • 8.15.8. Emailing Sales Forms
        • 8.15.9. Emailing One Form
        • 8.15.10. Emailing in Batches
    • 9. Managing Accounts Receivable
      • 9.1. The Aging of Receivables
        • 9.1.1. Accounts Receivable Aging Reports
        • 9.1.2. Customer & Job Reports
      • 9.2. Receiving Payments for Invoiced Income
      • 9.3. Applying Credits to Invoices
      • 9.4. Discounting for Early Payment
      • 9.5. Deposits, Down Payments, and Retainers
        • 9.5.1. Setting Up QuickBooks for Prepayments
        • 9.5.2. Recording Prepayments
        • 9.5.3. Applying a Deposit, Down Payment, or Retainer to an Invoice
        • 9.5.4. Refunding Prepayments
      • 9.6. Applying Finance Charges
        • 9.6.1. Finance Charge Preferences
        • 9.6.2. Assessing Finance Charges on Overdue Balances
      • 9.7. Cash Sales
        • 9.7.1. Creating Sales Receipts
        • 9.7.2. Creating a Batch Sales Template
        • 9.7.3. Reconciling Excess and Short Cash
      • 9.8. Making Deposits
        • 9.8.1. Choosing Payments to Deposit
        • 9.8.2. Recording Deposits
        • 9.8.3. Depositing Money from Merchant Card Accounts
    • 10. Paying for Expenses
      • 10.1. When to Pay Expenses
      • 10.2. Entering Bills in QuickBooks
      • 10.3. Automating Recurring Bills
        • 10.3.1. Memorizing a Bill
        • 10.3.2. Creating Memorized Groups of Bills
        • 10.3.3. Using a Memorized Bill
      • 10.4. Purchasing Inventory
        • 10.4.1. Creating Purchase Orders
        • 10.4.2. Receiving Inventory and Bills Simultaneously
        • 10.4.3. Receiving Inventory Before the Bill
      • 10.5. Handling Reimbursable Expenses
        • 10.5.1. Setting Up Reimbursements as Income
        • 10.5.2. Recording Reimbursable Expenses
      • 10.6. Paying Your Bills
        • 10.6.1. Selecting Bills to Pay
        • 10.6.2. Modifying Payment Amounts
        • 10.6.3. Applying Discounts and Credits
          • 10.6.3.1. Applying discounts manually
          • 10.6.3.2. Applying credits manually
        • 10.6.4. Setting the Payment Method and Account
        • 10.6.5. Saving Paid Bills
      • 10.7. Producing Checks
        • 10.7.1. Writing Checks by Hand
        • 10.7.2. Setting Up QuickBooks for Printing Checks
        • 10.7.3. Printing Checks
      • 10.8. Writing Checks Without Entering Bills
        • 10.8.1. Using the Write Checks Dialog Box
        • 10.8.2. Adding Checks to an Account Register
      • 10.9. Paying with Cash
      • 10.10. Paying with Credit Cards
      • 10.11. Recording Vendor Credits
      • 10.12. Paying Sales Tax
        • 10.12.1. Sales Tax Payment Preferences
        • 10.12.2. Producing Reports of the Sales Tax You Owe
        • 10.12.3. Remitting Sales Taxes
    • 11. Payroll
      • 11.1. Choosing a Payroll Service
      • 11.2. Applying for a Payroll Service
      • 11.3. Setting Up Payroll
        • 11.3.1. Setting Up Compensation and Benefits
        • 11.3.2. Setting Up Employees
          • 11.3.2.1. Setting employee defaults
          • 11.3.2.2. Creating employee records
        • 11.3.3. Setting Up Payroll Taxes
      • 11.4. Entering Historical Payroll
      • 11.5. Running Payroll
        • 11.5.1. Selecting Employees
        • 11.5.2. Fill in Paycheck Data
        • 11.5.3. Printing Paychecks and Pay Stubs
      • 11.6. Paying Payroll Taxes
      • 11.7. Preparing Payroll Tax Forms
    • 12. Bank Accounts, Credit Cards, and Petty Cash
      • 12.1. Entering Transactions in an Account Register
        • 12.1.1. Opening a Register Window
        • 12.1.2. Creating a Transaction in an Account Register
      • 12.2. Handling Bounced Checks
        • 12.2.1. Setting Up QuickBooks to Handle Bounced Checks
          • 12.2.1.1. Bounced check item
          • 12.2.1.2. Service charges for bounced checks
        • 12.2.2. Recording Bank Charges
        • 12.2.3. Bounced Checks
      • 12.3. Transferring Funds
      • 12.4. Reconciling Accounts
        • 12.4.1. Preparing for the First Reconciliation
        • 12.4.2. Preparing for Every Reconciliation
        • 12.4.3. Starting a Reconciliation
        • 12.4.4. Reconciling Transactions
        • 12.4.5. Reconciliation Reports
        • 12.4.6. Modifying Transactions During Reconciliation
        • 12.4.7. Stopping and Restarting a Reconciliation
        • 12.4.8. Correcting Discrepancies
          • 12.4.8.1. The Discrepancy Report
          • 12.4.8.2. Other ways to find discrepancies
        • 12.4.9. Undoing the Last Reconciliation
        • 12.4.10. When Your Bank Makes a Mistake
      • 12.5. Managing Loans
        • 12.5.1. Setting Up a Loan
        • 12.5.2. Adding a Loan to Loan Manager
          • 12.5.2.1. Basic setup
          • 12.5.2.2. Payment information
          • 12.5.2.3. Interest rate information
        • 12.5.3. Modifying Loan Terms
        • 12.5.4. Setting Up Payments
        • 12.5.5. What If Scenarios
      • 12.6. Tracking Petty Cash
        • 12.6.1. Recording ATM Withdrawals and Deposits to Petty Cash
        • 12.6.2. Recording Purchases Made with Petty Cash
    • 13. Making Journal Entries
      • 13.1. Balancing Debit and Credit Amounts
      • 13.2. Some Reasons to Use Journal Entries
      • 13.3. Creating General Journal Entries
      • 13.4. Filling in General Journal Entry Fields
      • 13.5. Checking General Journal Entries
      • 13.6. Reclassifications and Corrections
      • 13.7. Depreciation
    • 14. Working with Financial Statements
      • 14.1. The Profit & Loss Report
        • 14.1.1. Understanding the Profit & Loss Report
        • 14.1.2. Generating a Profit & Loss Report
        • 14.1.3. Other Profit & Loss Reports
      • 14.2. The Balance Sheet
        • 14.2.1. Understanding the Balance Sheet
        • 14.2.2. Generating a Balance Sheet Report
      • 14.3. The Statement of Cash Flows
        • 14.3.1. Understanding the Statement of Cash Flows
        • 14.3.2. Generating a Statement of Cash Flows
  • III. Managing Your Business
    • 15. End-of-Year Tasks
      • 15.1. Viewing the Trial Balance
      • 15.2. Generating Year-End Financial Reports
        • 15.2.1. The Year-End Profit & Loss Report
        • 15.2.2. The Year-End Balance Sheet
      • 15.3. Generating Tax Reports
      • 15.4. Sharing the Company File with Your Accountant
        • 15.4.1. Creating an Accountant's Review Copy
        • 15.4.2. Merging Accountant Changes into Your Company File
        • 15.4.3. Canceling an Accountant's Review Copy
      • 15.5. 1099s
        • 15.5.1. Generating 1099 Reports
        • 15.5.2. Printing 1099-MISC Forms
      • 15.6. Closing the Books for the Year
    • 16. Managing Inventory
      • 16.1. The QuickBooks Inventory Process
        • 16.1.1. Setting Up Inventory Items
        • 16.1.2. Ordering and Purchasing Inventory
        • 16.1.3. Selling Inventory
      • 16.2. Running Inventory Reports
        • 16.2.1. Inventory Valuation: How Much Is Inventory Worth?
          • 16.2.1.1. The Inventory Valuation Summary report
          • 16.2.1.2. The Inventory Valuation Detail report
        • 16.2.2. Inventory Stock Status
        • 16.2.3. Viewing One Inventory Item
      • 16.3. Performing a Physical Inventory
      • 16.4. Adjusting Inventory in QuickBooks
        • 16.4.1. Adjusting Quantities
        • 16.4.2. Adjusting Quantities and Values
    • 17. Tracking Time and Mileage
      • 17.1. Setting Up Time Tracking
        • 17.1.1. Turning on Time Tracking
        • 17.1.2. Setting Up the People Who Track Time
        • 17.1.3. Setting Up Items and Customers for Time Tracking
      • 17.2. Entering Time in Timesheets
        • 17.2.1. Filling in Weekly Timesheets
        • 17.2.2. Entering Time for One Activity
      • 17.3. Setting Up the Standalone Timer
        • 17.3.1. Exporting Lists for Timer Users
        • 17.3.2. Distributing Timer
        • 17.3.3. Importing Workers' Time into QuickBooks
      • 17.4. Using Timer to Track Time
        • 17.4.1. Installing the Timer on a Computer
        • 17.4.2. Setting Up the Timer Program
        • 17.4.3. Setting Up an Activity
        • 17.4.4. Entering Time
          • 17.4.4.1. Stopwatch timing
          • 17.4.4.2. Typing in time
        • 17.4.5. Creating an Export File of Your Time
      • 17.5. Running Time Reports
      • 17.6. Tracking Mileage
        • 17.6.1. Adding a Vehicle
        • 17.6.2. Setting the Mileage Rate
        • 17.6.3. Recording Mileage Driven
      • 17.7. Generating Mileage Reports
    • 18. Budgeting and Planning
      • 18.1. Types of Budgets
      • 18.2. Ways to Build Budgets
      • 18.3. Creating Budgets in QuickBooks
      • 18.4. Filling in Budget Values
        • 18.4.1. Copy Across the Columns
        • 18.4.2. Adjust Row Amounts
      • 18.5. Creating Additional Customer:Job or Class Budgets
      • 18.6. Copying Budgets and Creating What-if Budgets
      • 18.7. Running Budget Reports
        • 18.7.1. The Budget Overview Report
          • 18.7.1.1. Report layouts
        • 18.7.2. Budget vs. Actual Report
        • 18.7.3. Profit & Loss Budget Performance Report
        • 18.7.4. Budget vs. Actual Graph
      • 18.8. Planning with QuickBooks Decision Tools
    • 19. Tracking Your Business with Reports
      • 19.1. Finding the Right Reports
      • 19.2. A Quick Guide to QuickBooks Reports
        • 19.2.1. Company & Financial Reports
          • 19.2.1.1. Profit & Loss reports
          • 19.2.1.2. Income and expenses
          • 19.2.1.3. Balance sheet
          • 19.2.1.4. Statement of Cash Flows
        • 19.2.2. Customers & Receivables Reports
          • 19.2.2.1. Accounts Receivable Aging reports
          • 19.2.2.2. Customer balance reports
          • 19.2.2.3. Customer lists
        • 19.2.3. Sales Reports
        • 19.2.4. Jobs, Time & Mileage
          • 19.2.4.1. Job reports
          • 19.2.4.2. Time reports
          • 19.2.4.3. Mileage reports
        • 19.2.5. Vendors & Payables
          • 19.2.5.1. A/P Aging and Vendor Balance reports
          • 19.2.5.2. 1099 forms
          • 19.2.5.3. Sales tax reports
        • 19.2.6. Purchases
        • 19.2.7. Inventory
        • 19.2.8. Employees and Payroll
        • 19.2.9. Banking
        • 19.2.10. Accountant and Taxes
        • 19.2.11. Budgets and Forecasts
        • 19.2.12. List Reports
        • 19.2.13. Custom Reports
      • 19.3. A Review of Report Preferences
        • 19.3.1. Company-Wide Report Preferences
        • 19.3.2. Individual Preferences
      • 19.4. Running Reports
        • 19.4.1. Printing and Saving Reports
        • 19.4.2. Printing Reports
        • 19.4.3. Saving Reports to Files
      • 19.5. Customizing Reports
      • 19.6. Date Ranges
      • 19.7. Subtotals
      • 19.8. Customizing the Columns in Reports
        • 19.8.1. Adding and Removing Columns
        • 19.8.2. Resizing and Moving Columns
      • 19.9. Sorting Reports
      • 19.10. Filtering Reports
      • 19.11. Report Headers and Footers
      • 19.12. Fonts and Numbers
      • 19.13. Memorizing Reports
      • 19.14. Swapping Reports Between Company Files
        • 19.14.1. Exporting a Report
      • 19.15. Importing Report Templates
  • IV. QuickBooks Power
    • 20. Online Banking Services
      • 20.1. Setting Up Your Internet Connection
      • 20.2. Setting Up Your Accounts for Online Services
        • 20.2.1. Applying for Online Services
        • 20.2.2. Activating Online Services for Your QuickBooks Account
      • 20.3. Exchanging Data with Your Financial Institution
        • 20.3.1. Downloading Statements with WebConnect
        • 20.3.2. Exchanging Data via a Direct Connection
        • 20.3.3. Working with Online Items
      • 20.4. Creating Online Items for Direct Connections
        • 20.4.1. Sending a Message to Your Bank
        • 20.4.2. Transferring Funds Between Accounts
      • 20.5. Viewing and Matching Downloaded Transactions
        • 20.5.1. Matching the Transactions QuickBooks Couldn't Match
          • 20.5.1.1. Unmatched checks
          • 20.5.1.2. Unmatched deposits
          • 20.5.1.3. Bank charges
      • 20.6. Paying Bills Online
    • 21. Sharing QuickBooks Data with Other Programs
      • 21.1. Mail Merge to a Word Document
        • 21.1.1. Creating Letters and Envelopes in QuickBooks
      • 21.2. Synchronizing Contacts
        • 21.2.1. Using QuickBooks Contact Sync for Outlook
        • 21.2.2. Setting Up Contacts in Act!
        • 21.2.3. Synchronizing Data with Act!
      • 21.3. Finding Third-Party Integrated Applications
        • 21.3.1. The QuickBooks Solutions Marketplace
        • 21.3.2. Other Ways to Find Third-Party Programs
      • 21.4. Setting Up an Integrated Application
      • 21.5. Exporting QuickBooks Data
        • 21.5.1. Exporting Lists and Addresses
          • 21.5.1.1. Exporting lists
          • 21.5.1.2. Exporting addresses
        • 21.5.2. Exporting Reports
      • 21.6. Importing Data from Other Programs
        • 21.6.1. Importing an Excel Spreadsheet
        • 21.6.2. Importing a Delimited File
      • 21.7. QuickBooks Add-on Services
        • 21.7.1. Merchant Services
        • 21.7.2. Intuit Payroll Services
        • 21.7.3. QuickBooks Billing Solutions
    • 22. Customizing QuickBooks
      • 22.1. Customizing the Home Page
      • 22.2. Customizing the Icon Bar
        • 22.2.1. Adding and Removing Icons
        • 22.2.2. Changing Icon Appearance
        • 22.2.3. Changing the Order of Icons
      • 22.3. Customizing Forms
        • 22.3.1. Editing an Existing Form
        • 22.3.2. Creating a New Template
        • 22.3.3. Customizing Form Content
        • 22.3.4. Laying out Forms
        • 22.3.5. Selecting Form Objects
        • 22.3.6. Moving and Resizing Objects
          • 22.3.6.1. Moving objects
          • 22.3.6.2. Resizing objects
        • 22.3.7. Adding, Removing, and Copying Objects
        • 22.3.8. Formatting Forms
        • 22.3.9. Other Handy Layout Tools
        • 22.3.10. Managing Templates
          • 22.3.10.1. Duplicate
          • 22.3.10.2. Make active/inactive
          • 22.3.10.3. Export
    • 23. Keeping Your QuickBooks Data Secure
      • 23.1. Setting Up the Administrator
        • 23.1.1. Assigning the Administrator User Name and Password
        • 23.1.2. Changing the QuickBooks Administrator
      • 23.2. Creating QuickBooks Users
        • 23.2.1. Adding New Users
      • 23.3. Restricting Access to Features and Data
        • 23.3.1. What the Access Areas Represent
        • 23.3.2. Setting Access Rights
      • 23.4. Audit Trails
  • V. Appendixes
    • A. Installing QuickBooks
      • A.1. Before You Install
      • A.2. Installing QuickBooks
      • A.3. Registering QuickBooks
      • A.4. Setting Up QuickBooks on a Network
        • A.4.1. Storing Company Files
    • B. Finding Help
      • B.1. QuickBooks Help
      • B.2. Help As You Work
      • B.3. Other Help Resources
    • C. Keyboard Shortcuts
      • C.1. Task Shortcuts
      • C.2. Transaction Shortcuts
      • C.3. Date Shortcuts
      • C.4. Window Shortcuts
      • C.5. Miscellaneous Shortcuts
  • Index
  • About the Author
  • Colophon
  • SPECIAL OFFER: Upgrade this ebook with OReilly

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