Читать книгу QuickBooks 2022 All-in-One For Dummies - Nelson Stephen L., Stephen L. Nelson - Страница 5

1 Book 2 Chapter 1FIGURE 1-1: The QuickBooks Setup Desktop window.FIGURE 1-2: The first screen of the EasyStep Interview collects general company...FIGURE 1-3: The Filename for New Company dialog box.FIGURE 1-4: The EasyStep Interview dialog box that lets you select the start da...FIGURE 1-5: The EasyStep Interview screen shows you its recommended income and ...FIGURE 1-6: The QuickBooks Setup screen that prompts you to enter your own info...FIGURE 1-7: The QuickBooks Setup screen that collects information about the peo...FIGURE 1-8: The Make General Journal Entries window, showing a simple trial bal...FIGURE 1-9: The Make General Journal Entries window, showing the final part of ...

2 Book 2 Chapter 2FIGURE 2-1: The Chart of Accounts window.FIGURE 2-2: The first Add New Account Choose Account Type window.FIGURE 2-3: The second Add New Account window.FIGURE 2-4: The Item List window.FIGURE 2-5: The Class List window.FIGURE 2-6: The New Class dialog box.FIGURE 2-7: The Customer Information window.FIGURE 2-8: The New Customer window.FIGURE 2-9: The Payment Settings tab.FIGURE 2-10: The Additional Info tab.FIGURE 2-11: The Vendor Information window.FIGURE 2-12: The New Vendor window.FIGURE 2-13: The Payment Settings tab.FIGURE 2-14: You describe each fixed asset by using the New Item window.FIGURE 2-15: The New Sales Rep dialog box.FIGURE 2-16: The New Customer Message dialog box.

3 Book 2 Chapter 3FIGURE 3-1: The My Preferences tab of the Accounting Preferences dialog box.FIGURE 3-2: The Company Preferences tab of the General Preferences dialog box.FIGURE 3-3: The Company Preferences tab of the Accounting Preferences dialog bo...FIGURE 3-4: The My Preferences tab of the Checking Preferences dialog box.FIGURE 3-5: The Company Preferences tab of the Checking Preferences dialog box.FIGURE 3-6: The My Preferences tab of the Desktop View Preferences dialog box.FIGURE 3-7: The Company Preferences tab of the Desktop View Preferences dialog ...FIGURE 3-8: The My Preferences tab of the General Preferences dialog box.FIGURE 3-9: The Company Preferences tab of the General Preferences dialog box.FIGURE 3-10: The Company Preferences tab of the Integrated Applications Prefere...FIGURE 3-11: The Company Preferences tab of the Items & Inventory Preferences d...FIGURE 3-12: The Company Preferences tab of the Jobs & Estimates Preferences di...FIGURE 3-13: The Company Preferences tab of the Payroll & Employees Preferences...FIGURE 3-14: The Company Preferences tab of the Reminders Preferences dialog bo...FIGURE 3-15: The My Preferences tab of the Reports & Graphs Preferences dialog ...FIGURE 3-16: The Company Preferences tab of the Reports & Graphs Preferences di...FIGURE 3-17: The Header/Footer tab of the Report Format Preferences dialog box.FIGURE 3-18: The Fonts & Numbers tab of the Report Format Preferences dialog bo...FIGURE 3-19: The Company Preferences tab of the Sales & Customers Preferences d...FIGURE 3-20: The Company Preferences tab of the Sales Tax Preferences dialog bo...FIGURE 3-21: The Company Preferences tab of the Send Forms Preferences dialog b...FIGURE 3-22: The My Preferences tab of the Service Connection Preferences dialo...FIGURE 3-23: The My Preferences tab of the Spelling Preferences dialog box.FIGURE 3-24: The Company Preferences tab of the Tax: 1099 Preferences dialog bo...FIGURE 3-25: The Company Preferences tab of the Time & Expenses Preferences dia...

4 Book 3 Chapter 1FIGURE 1-1: The Header tab of the Additional Customization dialog box.FIGURE 1-2: The Columns tab of the Additional Customization dialog box.FIGURE 1-3: The Footer tab of the Additional Customization dialog box.FIGURE 1-4: The Print tab of the Additional Customization dialog box.FIGURE 1-5: The Basic Customization dialog box.FIGURE 1-6: The Manage Templates dialog box.FIGURE 1-7: The Example dialog box.FIGURE 1-8: The Layout Designer.FIGURE 1-9: The Properties dialog box.FIGURE 1-10: The Create Invoices window.FIGURE 1-11: How a Create Invoices window may look when complete.FIGURE 1-12: The Check Spelling on Form dialog box.FIGURE 1-13: The Weekly Timesheet window.FIGURE 1-14: The Time/Enter Single Activity window.FIGURE 1-15: The Choose Billable Time and Costs dialog box.FIGURE 1-16: The Create Invoices window, billing for billable time.FIGURE 1-17: The Send Invoice dialog box.FIGURE 1-18: The Enter Sales Receipts window.FIGURE 1-19: The Create Credit Memos/Refunds window.FIGURE 1-20: The Customer Payment window.FIGURE 1-21: The Discount and Credits dialog box.FIGURE 1-22: The Company Preferences tab of the Preferences dialog box, display...FIGURE 1-23: The Assess Finance Charges dialog box.

5 Book 3 Chapter 2FIGURE 2-1: The Create Purchase Orders window.FIGURE 2-2: The Create Item Receipts window.FIGURE 2-3: The Select Time Period dialog box.FIGURE 2-4: The Enter Bills window.FIGURE 2-5: The Enter Bills window again.FIGURE 2-6: The Select Item Receipt dialog box.FIGURE 2-7: The Enter Bills window yet again.FIGURE 2-8: The Pay Bills window.FIGURE 2-9: The Discount tab of the Discount and Credits dialog box.FIGURE 2-10: The Credits tab of the Discount and Credits dialog box.FIGURE 2-11: The Vendor Center window.

6 Book 3 Chapter 3FIGURE 3-1: The Item Code column and drop-down list in the Create Invoices wind...FIGURE 3-2: The Item List window.FIGURE 3-3: The Edit Item window.FIGURE 3-4: The New Item window.FIGURE 3-5: The Inventory Part version of the New Item window.FIGURE 3-6: The regular Non-Inventory Part version of the New Item window.FIGURE 3-7: The kooky Non-Inventory Part version of the New Item window.FIGURE 3-8: The Other Charge version of the New Item window.FIGURE 3-9: The Subtotal version of the New Item window.FIGURE 3-10: The Group version of the New Item window.FIGURE 3-11: The Discount version of the New Item window.FIGURE 3-12: The Payment version of the New Item window.FIGURE 3-13: The Sales Tax Item version of the New Item window.FIGURE 3-14: The Sales Tax Group version of the New Item window.FIGURE 3-15: The Set Up Custom Fields for Items dialog box.FIGURE 3-16: The Custom Fields for Red Mug dialog box.FIGURE 3-17: The Adjust Quantity/Value on Hand window.FIGURE 3-18: The expanded version of the Adjust Quantity/Value on Hand window.FIGURE 3-19: The Change Item Prices window.FIGURE 3-20: The New Price Level window.FIGURE 3-21: Choosing a price level with the Create Invoices window.FIGURE 3-22: The Inventory Assembly version of the New Item window.FIGURE 3-23: The Build Assemblies window.

7 Book 3 Chapter 4FIGURE 4-1: The Write Checks window.FIGURE 4-2: The Write Checks window, filled out to record an expense.FIGURE 4-3: The Write Checks window, displaying the Items tab.FIGURE 4-4: The Select Checks to Print dialog box.FIGURE 4-5: The Print Checks dialog box.FIGURE 4-6: The Fonts tab of the Print Checks dialog box.FIGURE 4-7: The Select Font dialog box.FIGURE 4-8: The Partial Page tab of the Print Checks dialog box.FIGURE 4-9: The Payments to Deposit dialog box.FIGURE 4-10: The Make Deposits window.FIGURE 4-11: The Transfer Funds between Accounts window.FIGURE 4-12: The Use Register dialog box.FIGURE 4-13: The Register window, showing transactions that affect the bank acc...FIGURE 4-14: The Register window, showing the Splits area.FIGURE 4-15: The Go To dialog box.FIGURE 4-16: The Print Register dialog box.FIGURE 4-17: A sample QuickReport.FIGURE 4-18: A one-line version of the register.FIGURE 4-19: The Simple tab of the Find window.FIGURE 4-20: Result of a simple search in the Find window.FIGURE 4-21: The Advanced tab of the Find window.FIGURE 4-22: The Begin Reconciliation dialog box.FIGURE 4-23: The Reconcile window.FIGURE 4-24: The Reconcile window when the reconciliation is complete.FIGURE 4-25: The Enter Credit Card Charges window.

8 Book 3 Chapter 5FIGURE 5-1: The first payroll setup web page.FIGURE 5-2: The Personal tab of the New Employee window.FIGURE 5-3: The Payroll Info tab of the New Employee window.FIGURE 5-4: The Federal tab of the Taxes dialog box.FIGURE 5-5: The Sick and Vacation dialog box.FIGURE 5-6: The Employee Center: Payroll Center window.

9 Book 4 Chapter 1FIGURE 1-1: The Make General Journal Entries window.FIGURE 1-2: The Memorized Transaction List window.FIGURE 1-3: The Trial Balance report.FIGURE 1-4: The first Save Copy or Backup dialog box.FIGURE 1-5: The second Save Copy or Backup dialog box.FIGURE 1-6: The final Save Accountant’s Copy dialog box.FIGURE 1-7: The Import Accountant’s Changes dialog box.FIGURE 1-8: The Client Data Review – Start Review dialog box.

10 Book 4 Chapter 2FIGURE 2-1: The Report window, showing a profit and loss statement.FIGURE 2-2: The Comment on Report window.FIGURE 2-3: The Memorize Report dialog box.FIGURE 2-4: The Settings tab of the Print Reports dialog box.FIGURE 2-5: The Margins tab of the Print Reports dialog box.FIGURE 2-6: The Send Report to Excel dialog box.FIGURE 2-7: The Advanced Excel Options dialog box.FIGURE 2-8: A simple profit and loss statement with a single Total column.FIGURE 2-9: A profit and loss statement with Customer:Job columns.FIGURE 2-10: The Display tab of the Modify Report dialog box for a profit and l...FIGURE 2-11: The Advanced Options dialog box.FIGURE 2-12: The Filters tab of the Modify Report dialog box.FIGURE 2-13: Select an account filter.FIGURE 2-14: The Select Account dialog box.FIGURE 2-15: The Header/Footer tab of the Modify Report dialog box.FIGURE 2-16: The Fonts & Numbers tab of the Modify Report dialog box.FIGURE 2-17: The Column Labels version of the Change Font dialog box.FIGURE 2-18: The Process Multiple Reports dialog box.

11 Book 4 Chapter 3FIGURE 3-1: The Create New Budget dialog box.FIGURE 3-2: The Additional Profit and Loss Budget Criteria selections.FIGURE 3-3: Choosing whether to create a budget from scratch.FIGURE 3-4: The Set Up Budgets window.FIGURE 3-5: The Adjust Row Amounts dialog box.

12 Book 4 Chapter 4FIGURE 4-1: The Company Preferences check boxes for setting your accounting pre...FIGURE 4-2: The New Class dialog box.FIGURE 4-3: The Create Invoices window.FIGURE 4-4: The Write Checks window.FIGURE 4-5: The Make General Journal Entries window.

13 Book 4 Chapter 5FIGURE 5-1: The Customer Center window.FIGURE 5-2: The Address Info tab of the New Job window.FIGURE 5-3: The Payment Settings tab of the New Job window.FIGURE 5-4: The Job Info tab of the New Job window.FIGURE 5-5: The Create Invoices window.FIGURE 5-6: The Time/Enter Single Activity window.FIGURE 5-7: The Write Checks window.FIGURE 5-8: The Create Estimates window.FIGURE 5-9: The Company Preferences tab for Job & Estimates Preferences.FIGURE 5-10: The Create Progress Invoice Based on Estimate dialog box.FIGURE 5-11: The Specify Invoice Amounts for Items on Estimate dialog box.

14 Book 5 Chapter 3FIGURE 3-1: A simple Excel worksheet that shows investment cash flows.

15 Book 6 Chapter 1FIGURE 1-1: The inputs area of the Profit-Volume-Cost Analysis workbook.FIGURE 1-2: The Break-Even Analysis Forecast.FIGURE 1-3: The Profit-Volume Forecast, in dollars.FIGURE 1-4: The Common Size Profit-Volume Forecast.FIGURE 1-5: The break-even line chart.FIGURE 1-6: The profit-volume-cost analysis area chart.FIGURE 1-7: These cells supply the chart data.

16 Book 6 Chapter 2FIGURE 2-1: The inputs area of the business plan workbook.FIGURE 2-2: The Balance Sheet portion of the business planning starter workbook...FIGURE 2-3: The Common Size Balance Sheet portion of the business plan workbook...FIGURE 2-4: The Income Statement and the first few rows of the Common Size Inco...FIGURE 2-5: The Cash Flow Statement.FIGURE 2-6: The Financial Ratios Table.

17 Book 6 Chapter 3FIGURE 3-1: The first page of the QuickBooks Business Planner.FIGURE 3-2: The Business Guide page of the SBA’s website provides general plann...FIGURE 3-3: The Write Your Business Plan page of the SBA’s website provides inf...

18 Book 7 Chapter 1FIGURE 1-1: The Change Your Password dialog box.FIGURE 1-2: The Users and Roles dialog box.FIGURE 1-3: The New User dialog box.FIGURE 1-4: The Role List tab of the Users and Roles dialog box.FIGURE 1-5: View Permissions window.FIGURE 1-6: The Edit User dialog box.FIGURE 1-7: The Duplicate User dialog box.FIGURE 1-8: The Delete User dialog box.FIGURE 1-9: An Audit Trail report.

19 Book 7 Chapter 2FIGURE 2-1: The first Save Copy or Backup dialog box.FIGURE 2-2: The second Save Copy or Backup dialog box.FIGURE 2-3: The Backup Options dialog box.FIGURE 2-4: The Save Copy or Backup dialog box asks when you want to back up.FIGURE 2-5: The Open or Restore Company dialog box.FIGURE 2-6: The Open or Restore Company dialog box that asks where you’ve backe...FIGURE 2-7: The Open Backup Copy dialog box.FIGURE 2-8: The Save Company File As dialog box.FIGURE 2-9: The Condense Your Company File dialog box.FIGURE 2-10: The Condense Data dialog box.FIGURE 2-11: The second Condense Data dialog box.FIGURE 2-12: The third Condense Data dialog box.FIGURE 2-13: The fifth Condense Data dialog box.FIGURE 2-14: The sixth, and final, Condense Data dialog box.

20 Book 7 Chapter 3FIGURE 3-1: The QuickBooks Help window.FIGURE 3-2: Help topics for the search term.FIGURE 3-3: The QuickBooks Desktop Support website.FIGURE 3-4: QuickBooks support articles about printing checks.

21 Appendix AFIGURE A-1: A folder that shows Excel workbooks.FIGURE A-2: The Excel window with an empty workbook.FIGURE A-3: A simple worksheet that budgets expenses.FIGURE A-4: The Font tab of the Format Cells dialog box.FIGURE A-5: A worksheet that sums numbers.FIGURE A-6: The Insert Function dialog box.FIGURE A-7: The Function Arguments dialog box.FIGURE A-8: The Save As dialog box.FIGURE A-9: The Open dialog box.FIGURE A-10: The Print page.

22 Appendix BFIGURE B-1: The BEA website.FIGURE B-2: The Save As dialog box.FIGURE B-3: The BLS home page.FIGURE B-4: The Consumer Price Index page.FIGURE B-5: Some BLS data appears in text files.FIGURE B-6: A Consumer Price Index publication in PDF format.FIGURE B-7: The Census Bureau home page.FIGURE B-8: The Population web page.FIGURE B-9: The Small Business web page.FIGURE B-10: The EDGAR home page.FIGURE B-11: The EDGAR search page.FIGURE B-12: The Company Filings search page.FIGURE B-13: The Federal Reserve System home page.FIGURE B-14: The Discover U.S. Government Information area of the GPO website.FIGURE B-15: The Internal Revenue Service home page.