Getting Started with QuickBooks 2014

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Keyboard Shortcuts for QuickBooks 2014

QuickBooks 2014 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…]

How to Perform Common QuickBooks 2014 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…]

How to Plan Your QuickBooks 2014 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 Setup process makes a whole lot more sense. [more…]

How to Install QuickBooks 2014

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

What Happens During QuickBooks 2014 Setup?

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

How to Run the QuickBooks 2014 Setup

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

How to Create the Starting QuickBooks 2014 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 in the QuickBooks [more…]

How to Set Up the QuickBooks 2014 Chart of Accounts List

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

How to Set Up a Payroll Item List in QuickBooks 2014

The Payroll Item list 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 — you don’t even [more…]

How to Set Up Classes in QuickBooks 2014

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

How to Set Up the QuickBooks 2014 Vendor List

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

Set Up a Price Level List in QuickBooks 2014

You can set up a price level list in QuickBooks. 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 preferred [more…]

Set Up a Billing Rate Level List in QuickBooks 2014

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

Set Up the Profile Lists in QuickBooks 2014

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

Set Up a Fixed Assets List in QuickBooks 2014

If you choose the Lists→Fixed Asset Item List command, QuickBooks displays the Fixed Asset Item list window. You can use this window to see a list of the fixed assets — furniture, equipment, machinery, [more…]

Control How Payroll Works in QuickBooks 2014

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

Set Up Reminders in QuickBooks 2014

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

How to Access QuickBooks 2014 Preferences Settings

You can fine-tune how QuickBooks works for you by setting preferences. In fact, just so you know, much of what you do when you run the QuickBooks Setup using the Advanced Setup route [more…]

How to Set QuickBooks 2014 Accounting Preferences

The My Preferences tab of the Accounting Preferences dialog box provides a single option: You can tell QuickBooks you want it to autofill information when recording a general journal entry. [more…]

How to Set General Accounting Options in QuickBooks 2014

The Company Preferences tab provides the following five general accounting check boxes, as well as date warnings and closing date settings. (The check boxes are probably self-explanatory to anybody who [more…]

How to Change the QuickBooks 2014 Desktop View

QuickBooks 2014's My Preferences tab of the Desktop View Preferences dialog box provides View radio buttons — One Window and Multiple Windows — that let you indicate whether QuickBooks should use one window [more…]

How to Set QuickBooks 2014 General Preferences

QuickBooks 2014's My Preferences tab of the General Preferences dialog box provides check boxes that you can select to tell QuickBooks to do the following: [more…]

How to Control Integrated Applications in QuickBooks 2014

The Integrated Applications Preferences in QuickBooks aren’t personal, so no options are available on the My Preferences tab. However, the Company Preferences tab of the Integrated Applications Preferences [more…]

How to Control Inventory in QuickBooks 2014

In QuickBooks no personal preferences are available for inventory tracking and control, but QuickBooks provides several Company Preferences features regarding inventory and items. You can turn the QuickBooks [more…]

Control How Jobs and Estimates Work with QuickBooks 2014

Because no personal preferences are available in QuickBooks for Jobs & Estimates preferences, the My Preferences tab of this Preferences dialog box shows no options. However, you have several company preferences [more…]

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