Inhaltsangabe
Filled with detailed, easy-to-follow instructions, this guide shows users how to unleash the full power of QuickBooks Premier Editions. With tips, tricks, shortcuts, undocumented functions, and work-arounds for special situations, this book ensures that accounting professionals, business owners, and bookkeepers get everything they need from this software.
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Über die Autorinnen und Autoren
Kathy Ivens writes regularly about computer and small-business topics for a variety of periodicals. She is the author of more than 50 books, including Home Networking for Dummies, Quickbooks: The Official Guide, and Running QuickBooks in Nonprofits. She lives in Philadelphia. Tom Barich is a QuickBooks consultant, the author of QuickBooks 2012 QuickSteps, and the technical editor of QuickBooks: The Official Guide. He lives in Green Cove Springs, Florida.
Kathy Ivens writes regularly about computer and small-business topics for a variety of periodicals. She is the author of more than 50 books, including Home Networking for Dummies, Quickbooks: The Official Guide, and Running QuickBooks in Nonprofits. She lives in Philadelphia. Tom Barich is a QuickBooks consultant, the author of QuickBooks 2012 QuickSteps, and the technical editor of QuickBooks: The Official Guide. He lives in Green Cove Springs, Florida.
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Running QuickBooks 2012 Premier Editions
By Kathy Ivens, Tom BarichCPA911 Publishing, LLC
Copyright © 2011 CPA911 Publishing, LLC
All rights reserved.
ISBN: 978-1-932925-34-0All rights reserved.
Contents
Chapter 1 Getting Started,
Chapter 2 Lists and Classes,
Chapter 3 Premier Sales Features,
Chapter 4 Premier-Only Accounting Functions,
Chapter 5 Reporting and Planning Tools,
Chapter 6 Inventory Tips,
Chapter 7 Tips for Payroll and 1099 Vendors,
Chapter 8 Sales and Use Tax,
Chapter 9 Accountant Edition,
Chapter 10 Contractor Edition,
Chapter 11 Manufacturing and Wholesale Edition,
Chapter 12 Nonprofit Edition,
Chapter 13 Professional Services Edition,
Chapter 14 Retail Edition,
Appendix A Importing Lists from Excel,
Appendix B Using IIF Files,
CHAPTER 1
Getting Started
Installation
Chart of accounts
Multiple currencies
Opening balances
Managing company files
In this chapter, I'll go over some of the tips and shortcuts for setting up QuickBooks and your company file. Like most of the discussions in this book, the contents of this chapter assume you're not new to QuickBooks, and you know the basics (a book covering every basic task in QuickBooks and also covering every Premier feature would be well over a thousand pages). If you're new to QuickBooks you'll find that the Help Files are quite good at explaining the basic functions for the software.
Installation Tips
You can find detailed instructions for installing QuickBooks 2012 in the Downloads section of www.cpa911publishing.com. Those instructions are easier to follow (and more complete) than the installation instructions that come with the software.
In this section I offer some tips for installing QuickBooks the way IT professionals would. These suggestions make it easier to use, repair, and maintain the software.
Upgrading QuickBooks
If you're upgrading to QuickBooks 2012 from an earlier version, it's not a good idea to install an upgrade over an existing version of the software. By default, when you upgrade, QuickBooks assumes you want to replace the previous version.
Instead, install the new version in addition to (not in place of) the old version by changing the installation folder to C:\QB2012 during the install process. This leaves your current version of QuickBooks in place, in case you encounter any problems working with your company file in the new version. When everything is working properly you can remove the older version in the Add/Remove Programs applet of Control Panel.
Create another folder for storing your 2012 company files, e.g. C:\QB2012\CompanyFiles. Creating a discrete location for your 2012 data file prevents QuickBooks from storing files from multiple versions in the same folder.
Copy your existing company files to the new company file folder; don't open a company file from its current location (linked to the previous version of QuickBooks) in QuickBooks 2012.
Alternatively, you can make a backup of your company file and save it in the new folder you created for your QuickBooks 2012 data files; then you can restore the backup file to get started with QuickBooks 2012.
Opening an Existing Company File
If you replace your previous version with QuickBooks 2012 Premier (installing to the same folder that held your previous version), the first time you launch QuickBooks the software opens the company file that was open when you last closed QuickBooks in the previous version. Then the system begins the process of updating the file to Premier
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