Getting Started with QuickBooks 2013

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QuickBooks 2013 Calculation and Editing Tricks

QuickBooks 2013 makes it easy to calculate numbers. If the selection cursor is in an amount field, you can use these symbol keys to make calculations: [more…]

Right-Click for Common QuickBooks 2013 Tasks

To perform a common QuickBooks 2013 task related to a window, right-click to display a shortcut menu. In a register, select and right-click a specific transaction; in a list, right-click an item; in a [more…]

QuickBooks 2013 Keyboard Shortcuts

Use the QuickBooks 2013 keyboard shortcuts shown in the following table to make your day-to-day small business accounting easier and faster: [more…]

QuickBooks 2013 User Interface Tricks

To aid in maximizing efficiency, here are some handy tips and helpful techniques that you can use to more quickly navigate the QuickBooks 2013 software: [more…]

How to Perform Common QuickBooks 2013 Tasks

To perform a common financial record-keeping task in QuickBooks, use these commands. When QuickBooks displays the commands window, you just fill in the boxes and press Enter. [more…]

Keyboard Shortcuts for QuickBooks 2013

QuickBooks 2013 provides a bunch of handy dandy shortcuts you can use to accomplish important accounting tasks. This table identifies some of the best and most useful QuickBooks shortcuts. [more…]

Set Up Reminders in QuickBooks 2013

The My Preferences tab of the Reminders Preferences set consists of just one check box: You can use it to tell QuickBooks 2013 that you want to see the Reminders list when you open a company file. [more…]

How to Plan Your QuickBooks 2013 System

If you understand a couple of big-picture items — what accounting does and what accounting systems do — from the very start, you’ll find that the QuickBooks 2013 Setup process makes a whole lot more sense [more…]

How to Install QuickBooks 2013

You install QuickBooks 2013 in the same way that you install any application program. And how you install an application program depends on which version of Microsoft Windows you’re using. In general, [more…]

What Happens During QuickBooks 2013 Setup?

After you install QuickBooks 2013, you run an onscreen wizard to set up QuickBooks for your firm’s accounting. Cleverly, this onscreen wizard is called the QuickBooks Setup. [more…]

How to Run the QuickBooks 2013 Setup

After you install the QuickBooks 2013 program, the installation program may start QuickBooks automatically and then open the QuickBooks Setup for you. You can also start the QuickBooks Setup by starting [more…]

How to Create the Starting QuickBooks 2013 Setup Trial Balance

Regardless of whether you use the Express Start version or the Advanced Setup/EasyStep Interview version of the QuickBooks Setup process, you don’t actually get a complete trial balance into the QuickBooks [more…]

How to Set Up the QuickBooks 2013 Chart of Accounts List

The Chart of Accounts list in QuickBooks 2013 is a list of accounts that you use to categorize your income, expense, assets, liabilities, and owner’s equity amounts. If you want to see a particular line [more…]

How to Set Up a Payroll Item List in QuickBooks 2013

The Payroll Item list in QuickBooks 2013 identifies items that appear on employee payroll check stubs. If you’re using an outside payroll service bureau to handle your payroll — and this isn’t a bad idea [more…]

How to Set Up Classes in QuickBooks 2013

QuickBooks 2013 lets you use classes to segregate or track financial data in ways that aren’t possible by using other bits of accounting information, such as the account number, the customer, the sales [more…]

How to Set Up a Customer List in QuickBooks 2013

A Customer list in QuickBooks 2013 keeps track of all your customers and your customer information. For example, the Customer list keeps track of billing addresses and shipping addresses for customers. [more…]

Set Up a Price Level List in QuickBooks 2013

You can use QuickBooks 2013 to set up a price level list. A price level changes the sales price up or down when you do things like invoice. For example, you might create a price level that amounts to a [more…]

Set Up a Billing Rate Level List in QuickBooks 2013

You can use QuickBooks 2013 to set up a billing rate level list. A billing rate sets the amount that you charge for service items. For example, while a law firm might sell only hours of legal advice, the [more…]

Set Up the Profile Lists in QuickBooks 2013

If you choose the Lists→Customer & Vendor Profile List command, QuickBooks 2013 displays a submenu of commands that you use to create some of the mini lists that QuickBooks uses to ease your bookkeeping [more…]

Control How Payroll Works in QuickBooks 2013

The Payroll & Employees Preferences set in QuickBooks 2013 includes only Company Preferences. The QuickBooks Payroll Features radio buttons let you tell QuickBooks how you want to handle payroll: using [more…]

How to Set Up the QuickBooks 2013 Vendor List

Just as you use a Customer list to keep records on all your customers, you use a Vendor list in QuickBooks 2013 to keep records on your vendors. Like a Customer list, a Vendor list lets you collect and [more…]

Specify Reports & Graphs Preferences in QuickBooks 2013

The My Preferences tab of the Reports & Graphs Preferences set in QuickBooks 2013 provides radio buttons that you can use to indicate how QuickBooks should refresh reports when the information upon which [more…]

Set Sales & Customers Preferences in QuickBooks 2013

The personalized preferences for dealing with sales and customers in QuickBooks 2013 are pretty basic. The tab lets you specify whether QuickBooks should prompt you to invoice a customer for time or costs [more…]

Specify How Sales Are Taxed in QuickBooks 2013

Although no personal preferences are available for sales tax, company preferences do exist. QuickBooks 2013 offers the Company Preferences tab for the Sales Tax Preferences set. The Do You Charge Sales [more…]

Set the Send Forms Preferences in QuickBooks 2013

The My Preferences tab for the Send Forms Preferences set in QuickBooks 2013 lets you check a box to specify whether the To Be E-mailed check box is selected for customer invoices; click an option button [more…]

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