QuickBooks 2007

Introduction

About This Tutorial

New in QuickBooks 2007

Overview of QuickBooks 2007

Getting Started

Setting Up QuickBooks Information

Transferring Data from Older Versions

Transferring Data from Quicken

Enter Data for a New Company

Add a Start Date

Set Up a Bank Account

Set Up Income and Expense Accounts

Completing the Interview

General and Desktop View Preferences

Setting Accounting Preferences

Sorting and Displaying Lists

Adding Accounts

Adding and Displaying Customers

Adding Vendors

Adding Items

Editing List Information

Searching for Transactions

Using QuickBooks Online Features

Setting Service Connection Preferences

Setting the QuickBooks Internet Connection

QuickBooks Web Site and Online Edition

Activating Your Bank Account

Receiving Bank Transactions

Matching Transactions

Making and Canceling Online Payments

Transferring Monies

Sending Online Messages

Getting Online Transaction Reports

Security Features

Setting Up the Administrator Account

Adding Users

Editing and Deleting Users

Backing Up Files

Restoring Files

Using the Online Backup Service

Closing Records & Generating Exception Reports

Collecting Income

Setting Sales and Customer Preferences

Setting Finance Charge Preferences

Setting Send Forms Preferences

Creating an Invoice Template

Editing an Invoice Template

Creating an Invoice

Previewing an Invoice

Printing Invoices

E-mailing Invoices

Charging Expenses

Creating a Monthly Statement

Tracking Accounts Receivable

Viewing the Open Invoices Report

Receiving Payments for Invoices

Receiving Cash

Receiving Advances and Down Payments

Issuing Discounts

Making Bank Deposits

Creating a Collection Letter

Recording Bad Debts

Making Payments

Setting Purchase and Vendor Preferences

Setting Checking Preferences

Using the Check Register

Using Purchase Orders

Viewing Purchase Order Items

Viewing Vendor Information

Receiving Goods and Partial Orders

Paying Bills

Taking Discounts

Editing and Deleting Bill Payments

Viewing Unpaid Bill Reports

Writing Checks

Editing and Voiding Checks

Printing Checks

Paying Sales Tax

Setting Sales Tax Preferences

Creating Sales Tax Groups and Items

Entering Tax Status for Inventory Items

Charging Sales Tax

Selling Tax-Exempt Items and Items to Tax-Exempt Customers

Producing Monthly Sales Tax Reports

Paying Sales Tax

Taking the Early Payment Discount

Recording Assets / Liability / Equity

Reconciling Assets with Bank Statements

Recording Automatic Teller Withdrawals

Recording Deposits as Assets

The Opening Balance Equity Account

Recording Owner Draws

Receiving Petty Cash

Receiving Credit Card Statements

Purchasing and Selling Fixed Assets

Entering Depreciation

Entering Prior Period Adjustments

Managing Accounts Payable

Recording Payroll Tax Accruals

Accounting for Deposits or Retainers

Using the QuickBooks Loan Manager

Recording Loans and Loan Payments

Producing Reports

Setting Report and Graph Preferences

Creating a QuickReport

Creating a General Ledger Report

Preparing an Income / Expense Statement

Preparing a Balance Sheet

Creating a Trial Balance

Creating a Budget Report

Accounts Payable Aging Summary Report

Accounts Receivable Aging Summary Report

Sales Tax Liability Report

Payroll Liability Report

Memorizing and Reminders

Setting Reminder Preferences

Using Reminders

Memorizing Transactions & Transaction Groups

Using Memorized Transactions

Scheduling Recurrent Transactions

Editing Memorized and Scheduled Transactions

Deleting Memorized Transactions

Setting Up Payroll

Setting Payroll Preferences

Employee and Payroll Information

Employee Payroll Taxes and Deductions

Sick Leave and Vacation Benefits

Using Direct Deposit

Creating Employer Payroll Reports

Setting Up 1099 Forms and Preferences

Tracking Job Costs

Setting Job and Estimate Preferences

Setting Up a Job

Creating a Job Status

Creating a Job Type

Creating a Job Date

Creating a Job Description

Creating a Job Estimate

Invoicing Against an Estimate

Revising an Estimate

Create a Job Progress Report

Monitoring Time

Setting Time Tracking Preferences

Installing the Timer

Export Information to the Timer

Creating a New Timer File

Create a Timed Activity

Using the Timer

Sending Timer Data to QuickBooks

Opening and Viewing Timer Data

Editing Timer Data

Billing Time from Timer to Customer

Backing Up and Restoring Timer Data

Creating Income Tax Returns

Selecting the Correct Tax Form

Assigning Tax Lines

Creating the Income Tax Summary Report

Creating the Income Tax Detail Report

Making Estimated Tax Payments

Tracking Inventory

Setting Up the Inventory

Adding to the Inventory

Creating an Inventory Group

Editing and Deleting Inventory Items

Inventory Replenishment Reminders

Managing Sales Orders

Counting Your Inventory

Adjusting Inventory Prices

Adjusting Inventory Quantities

Producing Inventory Reports

Course Wrap Up

Conclusion

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