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Introduction - QuickBooks The Missing Manual [Book]
QuickBooks The Missing Manual [Book]
Please add one. Stay up-to-date with UpdateStar freeware. Latest News. Related searches. Most popular downloads. Lenovo Service Bridge 5. DJ Jukebox Trojan Killer 4. WinCHM - help authoring software 5. Company status dashboard. To see all the key info about your books in one place, simply open the Company Snapshot window The Company Snapshot. This window is a mashup of your income and expenses, account balances, outstanding invoices and bills, and reminders. To take a closer look at anything in the Company Snapshot window, hover your pointer over an entry.
When the cursor switches to a magnifying glass, double-click to see a quick report. Share your company file with your accountant more easily. In addition, your accountant has new tools like the Client Data Review feature described on s to help her review and work on your company file. Collaborate with colleagues. The QuickBooks Messenger sits quietly in the Windows System Tray usually at the lower-right corner of your monitor until you want to send a message to others working on a company file for example, to ask them to log off so you can perform administrative magic on the file.
Double-click the QuickBooks Messenger icon Adding New Users and you can start chatting with another person logged into the file. Or you can send a message to everyone logged into the file. QuickBooks is also better behaved in a multi-user environment. And the Server Busy messages that used to pop up far too frequently no longer appear.
Improved online banking. The Online Banking Center is better-looking and makes online banking tasks easier. If you forgot to record transactions, you can select a downloaded transaction and fill in the missing info right in the Online Banking Center. You can match a downloaded deposit to a payment you forgot to record in QuickBooks or even to an open invoice.
Live Community. Commands on shortcut menus. In QuickBooks , you can right-click these windows and others and choose commands from shortcut menus. Big numbers. If your company is wildly successful, QuickBooks can keep up with your ever-increasing income—now that it can handle numbers up to 10 trillion. When you run a business or a nonprofit , you track company finances for two reasons: to keep your business running smoothly and to generate the reports required by the IRS, the SEC, and anyone else you have to answer to.
QuickBooks helps you perform basic financial tasks, track your financial situation, and manage your business to make it even better. Work with more than 14, unique inventory items or 14, contact names. QuickBooks Pro and Premier company files can contain up to 14, inventory items and a combined total of up to 14, Company:Job, Vendor, Employee, and Other names. The Enterprise Edition increases these limits to , Track personal finances.
In addition to opening a separate checking account for your business, track your personal finances somewhere else like in Quicken. If that somewhere else is QuickBooks, at least create a separate company file for your personal financial information. Track the performance of stocks and bonds. But companies have investments, of course. A machine that costs hundreds of thousands of dollars is an investment that you hope will generate lots of income and you should track it in QuickBooks.
Manage customer relationships. Lots of information goes into keeping customers happy. But for tracking details like membership, items sold on consignment, project progress, and scheduled events, another program like Microsoft Excel or Access would be a better solution. Intuit sells an add-on product called Customer Manager Entering address information. QuickBooks comes in a gamut of editions, offering options for organizations at both ends of the small-business spectrum.
Enterprise Solutions are the most robust and powerful editions of QuickBooks, boasting enhanced features and speed for the biggest of small businesses. This book focuses on QuickBooks Pro because its balance of features and price make it the most popular edition. QuickBooks Pro is the workhorse edition. It lets more than one person work in a company file at a time: you can purchase licenses in single- or five-user packs.
QuickBooks Pro includes features such as invoicing; entering and paying bills; job costing; creating estimates; saving and distributing reports and forms as email attachments; creating budgets automatically; projecting cash flow; tracking mileage; customizing forms; customizing prices with price levels; printing shipping labels for FedEx and UPS; and integrating with Word, Excel, and hundreds of other programs.
For Enterprise versions 2. We accept donations toward the costs associated with maintaining this list and responding to questions. Follow QtoolsSoft. Qslip Prints Deposit Slips. Qxtender Hosts Plugins. Contacts Exporter. Leads Exporter. ShipTo Address Exporter. General notes on updates: Sometime in , direct downloads of all patches to QB and earlier became no longer available from Intuit's servers, as well as some of the incremental patches to later versions.
Set up and manage your files to fit your company's specific needs. Use QuickBooks reports to evaluate every aspect of your enterprise. Follow the money all the way from customer invoices to year-end tasks. Discover new timesaving features like like better multi-user performance, a homepage dashboard, revamped online banking. Build budgets and plan for the future to make your business more successful.
Show and hide more. Table of contents Product information. Setting Up QuickBooks 1.
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