Description
Subject: | QuickBooks |
---|---|
Version: | Pro 2016 |
Level: | Intro through Advanced |
Topics Covered: | 98 |
Pages: | 4 |
Dimensions: | 11 x 17″ – Folded |
Availability: | Printed & Laminated or PDF Download |
ISBN: | 978-1-941854-06-8 |
Product Description
Designed with the busy professional in mind, this 4-page quick reference guide provides step-by-step instructions in QuickBooks Pro 2016. When you need an answer fast, you will find it right at your fingertips. Clear and easy-to-use, quick reference cards are perfect for individuals, businesses and as supplemental training materials.
Topics Covered:
The Chart of Accounts
Adding a New Account
Editing an Account
Deleting or Inactivating an Account
Customers, Employees and Vendors
Accessing the Centers
Adding a New Customer
Editing or Deleting a Customer
Adding a New Employee
Editing or Deleting an Employee
Adding a New Vendor
Editing or Deleting a Vendor
Creating Custom Fields in List Items
Managing List Items
Creating Item List Custom Fields
Sorting Lists
Inactivating and Reactivating Items
Renaming and Merging List Items
Sales Tax
Creating a Sales Tax Item or Group
Setting Default Sales Tax Preferences
Indicating a Taxable Customer
Indicating a Taxable Item
Creating a Sales Tax Report
Paying Sales Tax
Inventory
Enabling Inventory in QuickBooks
Creating New Inventory Part Items
Creating a Purchase Order
Creating Purchase Order Reports
Receiving Inventory with a Bill
Creating an Item Receipt
Matching a Bill to an Item Receipt
Manually Adjusting Inventory
Other Items
Creating Other Items (Service Items, Non-Inventory Parts, Other Charges, Subtotals, Groups, Discounts and Payments)
Changing Item Prices
Basic Sales
Creating an Invoice or Sales Receipt
Finding Transactions
Previewing Invoices and Receipts
Printing Invoices and Receipts
Price Levels
Creating New Price Levels
Associating Defaults with a Customer
Changing Line Item Rates
Billing Statements
Setting Finance Charge Preferences
Entering Statement Charges
Creating Statements
Payment Processing
Recording a Full Payment
Entering a Partial Payment
Applying One Payment to Multiple Invoices
Entering Overpayments
Entering Down Payments or Prepayments
Applying Customer Credits
Making Deposits
Handling Bounced Checks
Refunding Customer Purchases
Refunding Customer Payments (overpayments, down payments and prepayments)
Entering and Paying Bills
Entering a Bill
Paying a Bill
Applying Early Payment Discounts
Entering a Vendor Credit
Applying a Vendor Credit
Bank Accounts
Entering Transactions in the Register
Using the “Write Checks” Window
Writing a Check for Inventory Items
Printing a Single Check
Printing a Batch of Checks
Transferring Funds
Voiding Checks
Reporting
Creating a QuickReport
QuickZooming a Report
Modifying a Report
Memorizing Modified Reports
Printing Reports
Batch Printing Forms
Estimating
Creating a New Job
Creating an Estimate
Invoicing from an Estimate
Inactivating an Estimate
Making Purchases for a Job
Invoicing for Job Costs
Creating Jobs Reports
Time Tracking
Printing Blank Weekly Timesheets
Using a Weekly Timesheet
Using the Time/Enter Single Activity Window
Invoicing a Customer Based on Time
Displaying Time Tracking Reports
Entering Vehicle Mileage
Invoicing a Customer for Mileage
Payroll
Viewing and Creating Payroll Items
Setting Employee Payroll Defaults
Setting Up Employee Payroll Information
Creating or Editing a Payroll Schedule
Creating Scheduled Paychecks
Creating Unscheduled Paychecks
Creating Termination Paychecks
Credit Card Accounts
Creating a Credit Card Account
Entering Credit Card Charges
Reconciling a Credit Card Account
The Loan Manager
Using the Loan Manager
Company Management
Updating Company Information
Using Reminders and Setting Preferences
Making General Journal Entries