Inhaltsangabe
The only guide that provides solutions to everyday problems encountered by actual users, this compilation is the key to smoothly navigating the QuickBooks program. Tips, tricks, work-arounds, and detailed instructions are featured, based on responses to real-life inquiries from consumers of all levels including beginners, experienced users, and accountants. Based on the most current version of the program, the handbook covers nearly 40 major topics—from banking tips and invoicing to journal entries, customer payments, and much more—with each subject prefaced by a brief, informative excerpt from a relevant title. Detailed step-by-step instructions and screenshots are featured, and an accessible table of contents and comprehensive index make this a user-friendly and invaluable QuickBooks reference.
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Über die Autorin bzw. den Autor
Tom Barich is a Certified QuickBooks ProAdvisor, the author of QuickBooks 2012 QuickSteps, co-author ofRunning QuickBooks 2013 Premier Editions, and the former technical editor ofQuickBooks: The Official Guide.
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QuickBooks Tips & Tricks
The Best of CPA911
By Kathy Ivens, Tom BarichCPA911 Publishing, LLC
Copyright © 2012 CPA911 Publishing, LLC
All rights reserved.
ISBN: 978-1-932925-46-3All rights reserved.
Contents
Part I,
Accounts & Accountants,
• Chapter 1: Accountant - Speak,
• Chapter 2: Accountant's Copy Tips,
• Chapter 3: Accounts & Subaccounts,
• Chapter 4: Accounts Receivable Tips,
• Chapter 5: Banking Tips & Tricks,
• Chapter 6: Tips for Charitable Gifts,
• Chapter 7: Chart of Accounts Tips,
• Chapter 8: Escrow Accounts Tips,
• Chapter 9: Fixed Asset Tips & Tricks,
• Chapter 10: Journal Entry Tips,
• Chapter 11: Lines of Credit Tips,
• Chapter 12: Tips for Nonprofits,
Part II,
Customers, Vendors, & Employees,
• Chapter 13: Commissions Tips,
• Chapter 14: Credit Cards Tips,
• Chapter 15: Customer Credits Tips,
• Chapter 16: Customer Payments Tips,
• Chapter 17: Estimates Tips & Tricks,
• Chapter 18: Inventory Tips & Tricks,
• Chapter 19: Invoicing Tips & Tricks,
• Chapter 20: Payroll Tips & Tricks,
• Chapter 21: Sales Tax Tips & Tricks,
• Chapter 22: Tips for Vendor Bills,
• Chapter 23: Vendor Credits Tips,
PART III,
QuickBooks Under the Hood,
• Chapter 24: Tips for Custom Fields,
• Chapter 25: Tips for Custom Forms,
• Chapter 26: Items Tips & Tricks,
• Chapter 27: Tips & Tricks for Lists,
• Chapter 28: Maintenance Tips,
• Chapter 29: Miscellaneous Tips,
• Chapter 30: Preferences Tips,
• Chapter 31: Reports Tips & Tricks,
• Chapter 32: Startup Tips & Tricks,
• Chapter 33: Updating Tips & Tricks,
• Chapter 34: Users Tips & Tricks,
CHAPTER 1
Chapter 1: Accountant - Speak
The labels Debit and Credit can be confusing because they don't follow the logic of your generally accepted definitions for those words. How can an asset be a debit, isn't debit a negative word?
These terms are used all over the world, and date back to the 1400's; so it's too late to try to change them. Just live with them.
The solution is to ignore your vocabulary skills (and your logic) and just memorize the rules and definitions. You'll be amazed at how fast you absorb the concepts once you've begun entering, or examining, business transactions. There are only two rules you have to memorize:
• Debits on the left, Credits on the right.
• Assets and expenses are debits by default; liabilities, equity, and income are credits by default.
— Excerpt from Accounting Savvy for Business Owners
by Phillip B. Goodman CPA (available at www.cpa911.com)
Translating QuickBooks-Speak : A Guide to QuickBooks Terminology
Quite a bit of the terminology QuickBooks uses on menus, dialogs and wizard windows needs translation. The phrases are created by people inside Intuit who have agreed among themselves what the words mean, but their concurrence on these terms doesn't always take the English language into consideration. They've created "insider jargon", which almost never works well when taken "outside." Anyone with a minimum understanding of the English language can make serious mistakes in QuickBooks by applying a logical interpretation of the words and phrases presented in the software.
Acc
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