Other versions by this Author
| Setting Up Your QuickBooks Pro Company | p. 1 |
| Getting Started | p. 1 |
| Using the Preformatted Company File | p. 2 |
| How to Modify Your Existing QuickBooks Pro File | p. 7 |
| Converting from Quicken to QuickBooks Pro | p. 9 |
| How to Create a New QuickBooks Pro Data File | p. 14 |
| Preferences | |
| Selecting Preferences | p. 21 |
| General Preferences | p. 21 |
| Accounting Preferences | p. 22 |
| Checking Preferences | p. 23 |
| Finance Charge Preferences | p. 24 |
| Iconbar Preferences | p. 25 |
| Jobs and Estimates Preferences | p. 26 |
| Menu Preferences | p. 27 |
| Payroll and Employees Preferences | p. 28 |
| Purchase and Vendors Preferences | p. 30 |
| Reminders Preferences | p. 31 |
| Reports and Graphs Preferences | p. 32 |
| Sales and Customers Preferences | p. 34 |
| Sales Tax Preferences | p. 36 |
| Tax: 1099 Preferences | p. 37 |
| Time Tracking Preferences | p. 38 |
| Chart of Accounts | |
| Chart of Accounts | p. 41 |
| Using the Sample Chart of Accounts | p. 43 |
| Modifying Your Chart of Accounts | p. 43 |
| Sample Chart of Accounts | p. 46 |
| Items | |
| Designing Your List of Items | p. 49 |
| Subitems | p. 49 |
| Hourly Rate Billing Items | p. 51 |
| How to Set Up Your Items List | p. 52 |
| How to Enter Subitems | p. 54 |
| Entering Non-Project Related Items | p. 56 |
| Payroll Items | |
| Setting Up New Payroll Items | p. 59 |
| Setting up a New Hourly Rate Payroll Item | p. 60 |
| Setting up a New Salary Payroll Item | p. 63 |
| Changing Existing Payroll Items | p. 65 |
| Including Sole Proprietor and Partners' Time in Project Reports | p. 67 |
| Classes | |
| Profitability by Partner | p. 75 |
| Departmental Reporting | p. 76 |
| Division Level Accounting | p. 79 |
| Customers and Jobs | |
| How to Set up a Customer | p. 81 |
| Entering a New Customer | p. 82 |
| The Additional Info Tab | p. 83 |
| Creating a Custom Field | p. 84 |
| Adding A Job | p. 85 |
| Job Info Tab | p. 86 |
| Exporting or Printing Your Customer List | p. 87 |
| Vendors and Subcontractors | |
| How to Set up 1099 Vendors | p. 89 |
| Creating a Custom Field | p. 92 |
| Modifying an Existing Vendor | p. 93 |
| How to Set up Non-1099 Vendors | p. 94 |
| Employees | |
| How to Set up a New Employee | p. 95 |
| Creating a Custom Field | p. 98 |
| Opening Balances | |
| General Ledger Opening Balances | p. 101 |
| Accounts Receivable Opening Balances | p. 101 |
| Accounts Payable Opening Balances | p. 103 |
| Procedures/Workflow | |
| Procedures/ Workflow | p. 105 |
| Office Procedures | p. 105 |
| Customers and Job Files | p. 105 |
| Vendor Files | p. 106 |
| Employee Files | p. 106 |
| Payroll Procedures | p. 106 |
| Current Paperwork | p. 107 |
| Office Procedures | p. 107 |
| Work Flow | p. 108 |
| Job Transaction Procedures | p. 109 |
| Vendor Transaction Procedures | p. 110 |
| Customer Transaction Procedures | p. 111 |
| Timecard Categories | p. 113 |
| Example of Timecard | p. 115 |
| Estimating | |
| Entering Estimates in QuickBooks Pro | p. 117 |
| Customizing the Estimate Form | p. 119 |
| Memorizing an Estimate | p. 120 |
| Payroll | |
| Entering a Timesheet | p. 123 |
| Processing Payroll for Employees | p. 127 |
| Printing Employee Paychecks | p. 130 |
| Sole Proprietor/Partners' Time to Projects | p. 131 |
| Payables | |
| Entering Bills for Project Related Expenses | p. 135 |
| Entering Bills for Normal Operating Expenses | p. 137 |
| Paying Your Bills | p. 138 |
| Printing Checks | p. 140 |
| Memorized Transactions | p. 141 |
| Receivables | |
| Invoicing Customers | p. 143 |
| Creating a Fixed Price Invoice | p. 143 |
| Creating an Invoice Based on Time and Expenses | p. 145 |
| Creating a Fixed Price Progress Invoice from an Existing QBPro Estimate | p. 149 |
| Recording a Payment from a Customer | p. 152 |
| Record a Deposit Taken to the Bank | p. 153 |
| How to Handle Project Deposits | p. 155 |
| Using QuickBooks Pro on a Cash Basis | |
| What is Cash Basis Accounting? | p. 159 |
| Recording a Check | p. 160 |
| Entering Deposits | p. 162 |
| Using the QuickBooks Pro Register to View Transactions | p. 163 |
| Reports | |
| Memorized Reports | p. 165 |
| Customizing Reports | p. 166 |
| Budget vs Actual by Class Report | p. 170 |
| Chart of Accounts | p. 171 |
| Employee Phone List | p. 173 |
| Estimate vs Actuals Cost Report | p. 175 |
| Items List | p. 177 |
| Job Profitability Detail | p. 179 |
| Transaction Detail by Account | p. 181 |
| Standard Project Reports | p. 183 |
| Job Profitability Summary Report | p. 183 |
| Job Profitability Detail Report | p. 184 |
| Job Estimate vs Actuals Detail Report | p. 186 |
| Time by Name Report | p. 187 |
| Time Activity Detail Report | p. 189 |
| End of Month/End of Year Procedures | |
| End of Month Procedures | p. 191 |
| Reconcile the Checking Account | p. 191 |
| Run Reports to Verify Accuracy of Data Entry | p. 192 |
| Print Monthly Reports | p. 197 |
| Reading and Understanding Your Financial Reports | p. 198 |
| End of Year Procedures | p. 200 |
| How to Write Off Bad Debt | p. 202 |
| Print Annual Reports | p. 205 |
| Online Accounting Services | |
| Table of Contents provided by Syndetics. All Rights Reserved. |
Architect's Guide to QuickBooks Pro
by Karen Mitchell; Craig Savage; Judith YocFormat: Paperback
Pub. Date: 2000-04-01
Publisher(s): Online Accounting
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