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QuickBooks 2007 On Demand

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QuickBooks 2007 On Demand

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  • Copyright 2007
  • Edition: 1st
  • Premium Website
  • ISBN-10: 0-7897-3632-2
  • ISBN-13: 978-0-7897-3632-1

QuickBooks 2007 on Demand is the ultimate reference for people who really want to learn how to use the most popular accounting program. Using a friendly seeit/do-it technique, QuickBooks 2007 on Demand gives you illustrated, full color, step-by-step explanations that put you in charge of your finances. Whether you keep this book right next to your computer for quick reference or use it to train others, you’ll find this is an indispensable resource.


  • Produce and customize reports that show exactly how your company is doing
  • Schedule transactions so you’ll never forget a due date again
  • Bill time and expenses directly to customers
  • Use the new QuickBooks features for 2007, including a redesigned Payroll Center and the new Accountant’s Copy that lets you keep working while your accountant reviews your books
  • Create and use a budget
  • Reconcile your bank account to the penny without waiting for the bank statement to come in the mail
  • Keep detailed records of fixed asset acquisitions
  • Protect your financial information with the latest in security techniques
  • Send customized mailings to your customers and vendors

1. Setting Up Your Company Accounts with the EasyStep Interview

2. Setting Up and Using Payroll Features  

3. Adding or Changing Information After the Interview Is Completed  

4. Invoicing and Collecting Income  

5. Making Purchases and Recording Payments  

6. Collecting and Paying Sales Tax  

7. Using Timesaving Features  

8. Job Cost Estimating and Tracking  

9. Tracking Time   New!

10. QuickBooks Tips and Tricks  

11. Using the QuickBooks Online Features  

12. Preparing Income Tax Returns  

13. Security  

14. Using Inventory Features  

15. Recording Your Assets  

16. Recording Owners’ Equity  

17. Recording Liabilities  

18. Preparing the Top Ten QuickBooks Reports  

New! Features  


Sample Content

Online Sample Chapters

Invoicing and Collecting Income

Invoicing and Collecting Income in Quickbooks 2007

Downloadable Sample Chapter

Download the Table of Contents

Download Chapter 4: Invoicing and Collecting Income

Download the Index

Table of Contents

1. Setting Up Your Company Accounts with the EasyStep Interview

Installing QuickBooks

Registering QuickBooks

Setting Up QuickBooks in a Multiuser Office

Transferring Data from Older Versions of QuickBooks

Transferring Data from Quicken

Practicing with the Sample Company Files  

Entering Data for a New Company  

Entering a Start Date  

Setting Up a Bank Account  

Setting Up Income and Expense Accounts  

Stopping, Restarting, and Completing the Interview  

2. Setting Up and Using Payroll Features  

Setting Payroll and Employee Preferences   New!

Setting Up Employees   New!

Setting Up Employee Payroll Information  

Setting Up Employee Payroll Taxes  

Setting Up Sick and Vacation Benefits  

Setting Up Payroll Deductions   New!

Paying Employees  

Using Timer Information with QuickBooks Payroll  

Printing Paychecks  

Using Direct Deposit  

Creating Employer Payroll Reports  

Paying Payroll Taxes with Form 941  

Paying Federal Unemployment Compensation Taxes with Form 940  

Preparing W-2 Forms  

Issuing W-3 Forms  

Setting Up Independent Contractors for 1099 Forms  

Setting 1099 Preferences  

Issuing 1099 Forms  

Outsourcing Payroll  

3. Adding or Changing Information After the Interview Is Completed  

Setting General Preferences   New!

Setting Desktop View Preferences  

Sorting Lists  

Displaying Lists on Forms  

Adding Accounts   New!

Using Account Numbers  

Adding Customers   New!

Displaying Detailed Customer Information  

Adding Vendors  

Adding Items   New!

Adding Information “On-the-Fly”  

Moving Items on a List  

Creating Subitems  

Editing Information on a List  

Hiding Entries on Lists  

Deleting Entries on a List  

Merging Entries on a List  

Printing Lists  

Searching for Transactions  

Generating a QuickReport  

Setting Accounting Preferences  

4. Invoicing and Collecting Income  

Setting Sales and Customers Preferences   New!

Creating an Invoice  

Previewing Invoices  

Printing a Single Invoice  

Printing a Batch of Invoices  

Emailing an Invoice  

Charging Expenses to a Customer   New!

Setting Finance Charge Preferences  

Creating a Monthly Statement  

Setting Send Forms Preferences  

Tracking Accounts Receivable  

Receiving Payments for Invoices  

Issuing a Credit or Refund  

Receiving Cash  

Making Bank Deposits  

Receiving Advances, Retainers, and Down Payments  

Issuing Discounts  

Viewing the Open Invoices Report  

Creating a Collection Letter  

Recording Bad Debts  

5. Making Purchases and Recording Payments  

Setting Purchases and Vendors Preferences   New!

Using Purchase Orders  

Viewing Items on Purchase Orders  

Viewing Vendor Information  

Receiving Goods  

Receiving a Partial Order  

Viewing Unpaid Bills Reports  

Paying Bills  

Taking Discounts  

Using the Check Register  

Editing Bill Payments  

Deleting Bill Payments  

Setting Checking Preferences  

Writing Checks   New!

Printing Checks   New!

Voiding Checks  

Creating Purchase Reports  

6. Collecting and Paying Sales Tax  

Setting Sales Tax Preferences  

Creating a Sales Tax Item  

Creating a Sales Tax Group  

Charging Sales Tax to Customers  

Entering Tax Status of Inventory Items  

Selling Tax-Exempt Items  

Selling Items to Tax-Exempt Customers  

Producing Monthly Sales Tax Reports  

Paying Sales Tax  

Taking a Discount for Early Payment  

7. Using Timesaving Features  

Memorizing Transactions  

Memorizing a Group of Transactions  

Using Memorized Transactions  

Scheduling Recurring Transactions  

Changing Memorized and Scheduled Transactions  

Removing Memorized Transactions  

Setting Reminders Preferences  

Using Reminders  

8. Job Cost Estimating and Tracking  

Setting Jobs and Estimate Preferences  

Setting Up a Job  

Using the Job Status Feature  

Using the Job Type Feature  

Using the Job Dates Feature  

Using the Job Description Feature  

Creating an Estimate  

Invoicing Against an Estimate  

Revising Estimates  

Creating a Work in Progress Report  

9. Tracking Time   New!

Setting Time Tracking Preferences  

Installing the Timer  

Exporting Information to the Timer   New!

Creating a New Timer File  

Creating a Timed Activity  

Using the Timer  

Sending Timer Data to QuickBooks  

Opening Timer Data in QuickBooks  

Viewing Timer Transactions  

Editing Timer Transactions  

Billing Time from the Timer to the Customer  

Backing Up and Condensing Timer Data  

Restoring Backed-Up and Condensed Timer Data  

10. QuickBooks Tips and Tricks  

Setting Spelling Preferences  

Creating a Budget  

Producing Budget Reports  

Setting Up Classes  

Displaying a Class List  

Using Multiple Classes on One Form  

Reporting on Classes  

Creating Payment Terms  

Customizing Forms–Editing Existing Forms  

Customizing Forms–Creating a New Form  

Making Journal Entries   New!

Using the Audit Trail  

Using the QuickBooks Remote Access Feature  

Creating Mailing Labels  

11. Using the QuickBooks Online Features  

Setting Service Connection Preferences  

Setting Up Your QuickBooks Internet Connection  

Activating Your Online Bank Account  

Retrieving Online Bank Statements  

Matching Transactions  

Making Online Payments  

Canceling Online Payments   New!

Sending Online Messages  

Transferring Money Between Accounts  

Getting Reports of Online Transactions  

Using the QuickBooks Website   New!

Using the QuickBooks Online Edition  

12. Preparing Income Tax Returns  

Choosing the Correct Income Tax Form  

Assigning Tax Lines  

Using the Income Tax Summary Report  

Using the Income Tax Detail Report  

Making Estimated Tax Payments  

Creating a Tax Return  

13. Security  

Backing Up Your QuickBooks Company File  

Restoring Backed-Up Information  

Using the QuickBooks Online Backup Service  

Setting Up the Administrator  

Adding Users  

Editing User Access  

Removing Users  

Closing Financial Records at Year-End  

Creating a Closing Date Exception Report  

14. Using Inventory Features  

Activating Inventory  

Setting Up Inventory Items  

Adding to Your Inventory  

Editing Inventory Items  

Creating an Inventory Group  

Managing Sales Orders  

Setting Up Reminders to Replenish Your Inventory  

Preparing Inventory Reports  

Counting Your Inventory  

Adjusting Inventory Quantities  

Adjusting the Price of Inventory  

15. Recording Your Assets  

Reconciling to Your Bank Statement  

Recording Automatic Teller Withdrawals  

Tracking Petty Cash  

Receiving Credit Card Payments  

Recording Deposits As Assets  

Purchasing Fixed Assets  

Entering Depreciation  

Selling Fixed Assets  

16. Recording Owners’ Equity  

Understanding the Opening Balance Equity Account  

Recording Owners’ Draws  

Entering Prior Period Adjustments  

Viewing Contents of Retained Earnings Account  

17. Recording Liabilities  

Managing Accounts Payable  

Recording Payroll Tax Accruals  

Setting Up Credit Card Accounts  

Accounting for Deposits or Retainers  

Recording Loans  

Using the QuickBooks Loan Manager  

Recording Loan Payments  

18. Preparing the Top Ten QuickBooks Reports  

Setting Reports and Graphs Preferences  

Preparing an Income Statement  

Preparing a Balance Sheet  

Preparing a Trial Balance  

Preparing a General Ledger Report   New!

Preparing a Budget Report  

Preparing a Sales Tax Liability Report  

Preparing a Payroll Liability Report  

Preparing an Accounts Receivable Aging Summary Report  

Preparing a Job Progress Report  

Preparing an Accounts Payable Aging Detail Report  

Customizing Reports  

Memorizing a Customized Report  

New! Features  

QuickBooks 2007  



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