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QuickBooks 2018 All–in–One For Dummies - Stephen L. Nelson

QuickBooks 2018 All–in–One For Dummies

Buch | Softcover
656 Seiten
2017
John Wiley & Sons Inc (Verlag)
978-1-119-39736-6 (ISBN)
CHF 47,75 inkl. MwSt
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The easy way to manage business finances
QuickBooks is known for helping their users effectively handle their financial and business management tasks, and QuickBooks 2018 All-in-One For Dummies is the go-to guide for anyone looking to gain insight into the latest version of the software. It gets you up to speed on the key features of QuickBooks and small business accounting and makes managing finances a breeze. This book will help you learn all the skills you need to know, like how to invoice customers, pay vendors, manage cash and bank accounts, use activity-based costing, and write a business plan.
Written by highly qualified CPA Stephen L. Nelson, this detailed reference combines eight mini-books into one complete resource. Small business finances can be complicated, but QuickBooks 2018 is a valuable tool for getting them right?and this guide makes it easier.



Troubleshoot and protect your financial data

Utilize Cloud storage and access your information from a smartphone

Plan and set up a QuickBooks system

Make sense of double-entry bookkeeping

Handle your financial and business management tasks more effectively



QuickBooks 2018 All-in-One For Dummies is a helpful resource for getting started with QuickBooks 2018, and a reference guide that will provide insight and answers to experienced users as well.

Stephen L. Nelson, MBA, CPA, MS in Taxation, provides accounting, business advisory, tax planning, and tax preparation services to small businesses. His more than 100 books, including all editions of QuickBooks For Dummies, have sold over 5 million copies.

Introduction 1


About This Book 1


Foolish Assumptions 2


Icons Used in This Book 3


Beyond the Book 3


Where to Go from Here 3


Book 1: An Accounting Primer 5


Chapter 1: Principles of Accounting 7


The Purpose of Accounting 7


Reviewing the Common Financial Statements 10


The Philosophy of Accounting 23


A Few Words about Tax Accounting 26


Chapter 2: Double-Entry Bookkeeping 27


The Fiddle-Faddle Method of Accounting 28


How Double-Entry Bookkeeping Works 30


Almost a Real-Life Example 36


A Few Words about How QuickBooks Works 44


Chapter 3: Special Accounting Problems 47


Working with Accounts Receivable 48


Recording Accounts Payable Transactions 51


Inventory Accounting 53


Accounting for Fixed Assets 57


Recognizing Liabilities 61


Closing Out Revenue and Expense Accounts 65


One More Thing 68


Book 2: Getting Ready to Use QuickBooks 69


Chapter 1: Setting Up QuickBooks 71


Planning Your New QuickBooks System 71


Installing QuickBooks 74


Dealing with the Presetup Jitters 75


Running the QuickBooks Setup Wizard 77


Identifying the Starting Trial Balance 85


Chapter 2: Loading the Master File Lists 91


Setting Up the Chart of Accounts List 92


Setting Up the Item List 97


Working with the Price Level List 97


Using Sales Tax Codes 98


Setting Up a Payroll Item List 98


Setting Up Classes 99


Setting Up a Customer List 101


Setting Up the Vendor List 106


Setting Up a Fixed Assets List 109


Setting Up a Price Level List 110


Setting Up a Billing Rate Level List 111


Setting Up Your Employees 111


Setting Up an Other Names List 111


Setting Up the Profile Lists 112


Chapter 3: Fine-Tuning QuickBooks 115


Accessing the Preferences Settings 116


Setting the Accounting Preferences 118


Setting the Bills Preferences 121


Setting the Calendar Preferences 121


Setting the Checking Preferences 121


Changing the Desktop View 123


Setting Finance Charge Calculation Rules 126


Setting General Preferences 126


Controlling Integrated Applications 128


Controlling Inventory 129


Controlling How Jobs and Estimates Work 130


Dealing with Multiple Currencies 132


Starting Integrated Payment Processing 132


Controlling How Payroll Works 133


Telling QuickBooks How Reminders Should Work 135


Specifying Reports & Graphs Preferences 136


Setting Sales & Customers Preferences 140


Specifying How Sales Are Taxed 141


Setting the Search Preferences 142


Setting the Send Forms Preferences 143


Fine-Tuning the Service Connection 144


Controlling Spell Checking 145


Controlling How 1099 Tax Reporting Works 146


Setting Time & Expenses Preferences 146


Book 3: Bookkeeping Chores 149


Chapter 1: Invoicing Customers 151


Choosing an Invoice Form 151


Customizing an Invoice Form 152


Invoicing a Customer 162


Billing for Time 168


Printing Invoices 173


Emailing Invoices 173


Recording Sales Receipts 174


Recording Credit Memos 177


Receiving Customer Payments 179


Assessing Finance Charges 181


Using Odds and Ends on the Customers Menu 183


Chapter 2: Paying Vendors 185


Creating a Purchase Order 185


Recording the Receipt of Items 189


Simultaneously Recording the Receipt and the Bill 192


Entering a Bill 194


Paying Bills 198


Reviewing the Other Vendor Menu Commands 201


Chapter 3: Tracking Inventory and Items 205


Looking at Your Item List 206


Adding Items to the Item List 208


Editing Items 223


Adjusting Physical Counts and Inventory Values 224


Adjusting Prices and Price Levels 227


Managing Inventory in a Manufacturing Firm 231


Chapter 4: Managing Cash and Bank Accounts 237


Writing Checks 238


Making Bank Deposits 246


Transferring Money between Bank Accounts 249


Working with the Register 251


Using Edit Menu Commands 258


Reconciling the Bank Account 262


Reviewing the Other Banking Commands 266


Chapter 5: Paying Employees 269


Setting Up Basic Payroll 269


Scheduling Payroll Runs 276


Paying Employees 276


Editing and Voiding Paychecks 278


Paying Payroll Liabilities 279


Book 4: Accounting Chores 281


Chapter 1: For Accountants Only 283


Working with QuickBooks Journal Entries 283


Updating Company Information 286


Working with Memorized Transactions 286


Reviewing the Accountant & Taxes Reports 287


Creating an Accountant’s Copy of the QuickBooks Data File 289


Using the Client Data Review Commands 297


Chapter 2: Preparing Financial Statements and Reports 299


Some Wise Words Up Front 299


Producing a Report 300


Working with the Report Window 301


Modifying a Report 311


Processing Multiple Reports 319


A Few Words about Document Retention 320


Chapter 3: Preparing a Budget 323


Reviewing Common Budgeting Tactics 323


Taking a Practical Approach to Budgeting 327


Using the Set Up Budgets Window 327


Managing with a Budget 332


Some Wrap-Up Comments on Budgeting 334


Chapter 4: Using Activity-Based Costing 337


Reviewing Traditional Overhead Allocation 338


Understanding How ABC Works 340


Implementing a Simple ABC System 345


Seeing How QuickBooks Supports ABC 346


Turning On Class Tracking 347


Using Classes for ABC 348


Chapter 5: Setting Up Project and Job Costing Systems 353


Setting Up a QuickBooks Job 353


Tracking Job or Project Costs 356


Job Cost Reporting 359


Using Job Estimates 360


Progress Billing 362


Book 5: Financial Management 365


Chapter 1: Ratio Analysis 367


Some Caveats about Ratio Analysis 368


Liquidity Ratios 369


Leverage Ratios 371


Activity Ratios 375


Profitability Ratios 379


Chapter 2: Economic Value Added Analysis 385


Introducing the Logic of EVA 385


Seeing EVA in Action 386


Reviewing Some Important Points about EVA 389


Using EVA When Your Business Has Debt 391


Presenting Two Final Pointers 395


And Now, a Word to My Critics 396


Chapter 3: Capital Budgeting in a Nutshell 399


Introducing the Theory of Capital Budgeting 399


Calculating the Rate of Return on Capital 402


Measuring Liquidity 412


Thinking about Risk 412


What Does All of This Have to Do with QuickBooks? 414


Book 6: Business Plans 415


Chapter 1: Profit-Volume-Cost Analysis 417


Seeing How Profit-Volume-Cost Analysis Works 418


Calculating Break-Even Points 420


Using Real QuickBooks Data for Profit-Volume-Cost Analysis 422


Recognizing the Downside of the Profit-Volume-Cost Model 424


Using the Profit-Volume-Cost Analysis Workbook 426


Chapter 2: Creating a Business Plan Forecast 437


Reviewing Financial Statements and Ratios 438


Using the Business Plan Workbook 439


Understanding the Workbook Calculations 446


Customizing the Starter Workbook 472


Chapter 3: Writing a Business Plan 475


What the Term “Business Plan” Means 475


A Few Words about Strategic Plans 476


Look, Ma: No Strategy 478


A White-Paper Business Plan 480


A New-Venture Plan 483


Book 7: Care and Maintenance 489


Chapter 1: Administering QuickBooks 491


Keeping Your Data Confidential 491


Using QuickBooks in a Multiuser Environment 493


Using Audit Trails 503


Enabling Simultaneous Multiuser Access 504


Maintaining Good Accounting Controls 505


Chapter 2: Protecting Your Data 509


Backing Up the QuickBooks Data File 509


Restoring a QuickBooks Data File 515


Condensing the QuickBooks Company Files 520


Chapter 3: Troubleshooting 529


Using the QuickBooks Help File and This Book 529


Browsing Intuit’s Product-Support Website 531


Checking Another Vendor’s Product-Support Website 533


Tapping into Intuit’s Online and Expert Communities 533


When All Else Fails 534


Book 8: Appendixes 535


Appendix A: A Crash Course in Excel 537


Starting Excel 537


Stopping Excel 538


Explaining Excel’s Workbooks 538


Putting Text, Numbers, and Formulas in Cells 539


Writing Formulas 540


Scrolling through Big Workbooks 541


Copying and Cutting Cell Contents 542


Formatting Cell Contents 544


Recognizing That Functions Are Simply Formulas 546


Saving and Opening Workbooks 549


Printing Excel Workbooks 551


One Other Thing to Know 552


Appendix B: Government Web Resources for Businesses 553


Bureau of Economic Analysis 553


Bureau of Labor Statistics 556


Census Bureau 560


Securities and Exchange Commission 563


Federal Reserve 565


Government Printing Office 567


Internal Revenue Service 569


Appendix C: Glossary of Accounting and Financial Terms 571


Index 599

Erscheinungsdatum
Verlagsort New York
Sprache englisch
Maße 188 x 233 mm
Gewicht 832 g
Themenwelt Informatik Office Programme Outlook
ISBN-10 1-119-39736-7 / 1119397367
ISBN-13 978-1-119-39736-6 / 9781119397366
Zustand Neuware
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