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• About the Authors
• Dedications
• Authors’ Acknowledgments
• Contents at a Glance
• Table of Contents
• Introduction
• About QuickBooks
• About This Book
• What You Can Safely Ignore
• What You Should Not Ignore (Unless You’re a Masochist)
• Three Foolish Assumptions
• How This Book Is Organised
• Conventions Used in This Book
• Part I: Quickly into QuickBooks
• Chapter 1: QuickBooks: The Heart of Your Business
• Why QuickBooks?
• No Really, Why QuickBooks?
• So What’s Next?
• How to Succeed with QuickBooks
• Chapter 2: Answering Mr Wizard
• Getting Ready for the QuickBooks Setup
• Stepping through the QuickBooks Setup
• Setting Your Financial Year
• Registering QuickBooks
• The Rest of the Story
• Should You Get Your Accountant’s Help?
• Chapter 3: Populating QuickBooks Lists
• The Magic and Mystery of Items
• Customers Are Your Business
• It’s Just a Job
• Adding Suppliers to Your Supplier List
• The Other Lists
• Organising Lists
• Printing Lists
• Exporting List Items to Your Word Processor
• Dealing with the Chart of Accounts List
• Part II: Daily Entry Tasks
• Chapter 4: Creating Invoices and Credit Notes
• Making Sure That You’re Ready to Invoice Customers
• Preparing an Invoice
• Fixing Invoice Mistakes
• Preparing a Credit Note
• Fixing Credit Note Mistakes
• History Lessons
• Printing Invoices and Credit Notes
• Sending Invoices and Credit Notes via E-Mail
• Customising Invoices and Credit Notes
• Chapter 5: Collecting Your Just Rewards
• Recording a Sales Receipt
• Printing a Sales Receipt
• Special Tips for Retailers
• Correcting Sales Receipt Mistakes
• Recording Customer Payments
• Correcting Mistakes in Customer Payments Entries
• Making Bank Deposits
• Improving Your Cash Inflow
• Chapter 6: Paying the Bills
• Pay Now or Pay Later?
• Recording Your Bills by Writing Cheques
• Recording Your Bills the Accounts Payable Way
• Fixing Bill Mistakes
• Remind Me to Pay That Bill, Will You?
• Paying Your Bills
• Printing Remittance Advices
• A Quick Word on the Supplier Centre Window
• Chapter 7: Stock Magic
• Setting up Stock Items
• When You Buy Stuff
• When You Sell Stuff
• How Purchase Orders Work
• Assembling a Product
• Time for a Reality Check
• The Lazy Person’s Approach to Stock
• Chapter 8: Working with Your Banking Register
• When Only a Cheque Will Do
• Depositing Money into a Bank Account
• Transferring Money Between Accounts
• To Delete or to Void?
• Handling Bounced Cheques from Customers
• The Big Register Phenomenon
• Chapter 9: Paying with Plastic
• Tracking Business Credit Cards
• Entering Credit Card Transactions
• Reconciling Your Credit Card Statement and Paying the Card
• So What about Debit Cards?
• What about Customers Who Pay by Credit Cards?
• Chapter 10: Working with Multicurrency
• Getting Ready to Use Multicurrency
• Selling in a Foreign Currency
• Buying in a Foreign Currency
• Did I Gain or Lose?
• Part III: Stuff You Do from Time to Time
• Chapter 11: Managing VAT
• VAT Schemes in QuickBooks
• Adjusting Your VAT Settings
• Understanding How QuickBooks Handles VAT
• Generating VAT Reports
• Submitting Your VAT
• Paying VAT or Getting a VAT Refund
• Closing the Books
• Dealing with Special VAT Circumstances
• Chapter 12: Payroll
• Registering as an Employer
• A Word about Tax Forms
• Adding Employees to Your Employee List
• Getting Tax and NI Details Right
• Getting Ready to Do Payroll with QuickBooks
• Paying Your Employees
• Releasing Employees
• Paying Payroll Liabilities
• Filing the Employer Annual Return
• Getting Help with Payroll
• Chapter 13: Building the Perfect Budget
• Is This a Game You Want to Play?
• All Joking Aside: Some Basic Budgeting Tips
• A Budgeting Secret You Won’t Learn at University
• Setting Up a Secret Plan
• Adjusting a Secret Plan
• Forecasting Profits and Losses
• Projecting Cash Flows
• Part IV: Housekeeping Chores
• Chapter 14: The Balancing Act
• Balancing a Bank Account
• Ten Things to Do if Your Bank Account Doesn’t Balance
• Chapter 15: Reporting on the State of Affairs
• What Kind of Reports Are There, Anyway?
• Creating and Printing a Report
• Editing and Rearranging Reports
• Reports Made to Order
• Processing Multiple Reports
• Last but Not Least: The QuickReport
• Viewing the Company Snapshot
• Chapter 16: Job Estimating, Billing, and Tracking
• Turning On Job Costing
• Setting Up a Job
• Creating a Job Estimate
• Revising an Estimate
• Turning an Estimate into an Invoice
• Comparing Estimated Item Amounts with Actual Item Amounts
• Charging for Actual Time and Costs
• Tracking Job Costs
• Chapter 17: File Management Tips
• Backing Up Is (Not That) Hard to Do
• Working with Portable Files
• Using an Audit Trail
• Part V: The Part of Tens
• Chapter 18: Tips for Handling (Almost) Ten Tricky Situations
• Entering Depreciation
• Selling an Asset
• Selling a Depreciable Asset
• Repaying a Loan
• Writing off a bad debt
• Owner’s Equity in a Sole Proprietorship
• Owner’s Equity in a Partnership
• Owner’s Capital and Drawings Transactions
• Owners’ Equity in a Limited Company
• Writing a Dividend Cheque
• Chapter 19: (Almost) Ten Secret Business Formulas
• The First “Most Expensive Money You Can Borrow” Formula
• The Second “Most Expensive Money You Can Borrow” Formula
• The “How Do I Break Even?” Formula
• The “You Can Grow Too Fast” Formula
• The First “What Happens If . . . ?” Formula
• The Second “What Happens If . . . ?” Formula
• The Economic Order Quantity (Isaac Newton) Formula
• The Rule of 72
• Part VI: Appendixes
• Appendix A: Installing QuickBooks in Ten Easy Steps
• Appendix B: If Numbers Are Your Friends
• Keying In on Profit
• In the Old Days, Things Were Different
• What Does an Italian Monk Have to Do with Anything?
• Appendix C: Sharing QuickBooks Files
• Sharing a QuickBooks File on a Network
• Installing QuickBooks for Network Use
• Setting Up User Permissions
• Specifying Multi-User Mode
• Working in Multi-User Mode
• Appendix D: Printing Cheques
• Aligning Your Printer
• Printing Cheques by the Bushel
• Index