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How can you make your bookkeeping workflow smoother and faster? Simple. With QuickBooks 2016: The Missing Manual (which covers the Windows version of QuickBooks), you're in control: you get step-by-step instructions on how and when to use specific features, along with basic bookkeeping and accounting advice to guide you through the learning process. Discover new and improved features like the Insights dashboard and easy report commenting.

The important stuff you need to know:

Get started fast. Quickly set up accounts, customers, jobs, and invoice items.
Follow the money. Track everything from billable and unbillable time and expenses to income and profit.
Keep your company financially fit. Examine budgets and actual spending, income, inventory, assets, and liabilities.
Gain insights. Open a dashboard that highlights your company's financial activity and status the moment you log in.
Spend less time on bookkeeping. Create and reuse bills, invoices, sales receipts, and timesheets.
Find key info. Use QuickBooks' Search and Find features, as well as the Vendor, Customer, Inventory, and Employee Centers.



Setting Up QuickBooks
Chapter 1Creating a Company File
Opening QuickBooks
Choosing a Start Date
Creating a Company File
Converting from Another Program to QuickBooks
Opening an Existing Company File
Modifying Company Info
Chapter 2Getting Around in QuickBooks
Menus and the Icon Bar
The Home Page
The Insights Tab
Working with Windows
Chapter 3Setting Up a Chart of Accounts
Acquiring a Chart of Accounts
Planning the Chart of Accounts
Creating Accounts and Subaccounts
Working with Accounts
Chapter 4Setting Up Customers, Jobs, and Vendors
Working with the Customer Center
Creating Customers in QuickBooks
Creating Jobs in QuickBooks
Working with the Vendor Center
Creating Vendors in QuickBooks
Working with Customers, Jobs, and Vendors
Managing Leads
Chapter 5Setting Up Items
What Items Do
When You Don't Need Items
Should You Track Inventory with Items?
Planning Your Items
Creating Items
Service Items
Product Items
Other Types of Items
Working with Items
Chapter 6Data Entry Shortcuts for Lists
Adding and Editing Multiple Records
Importing Customer, Vendor, and Item Information
Chapter 7Setting Up Other QuickBooks Lists
Categorizing with Classes
Price Levels
Customer and Vendor Profile Lists
Fixed Asset Items
Managing Lists
Bookkeeping
Chapter 8Tracking Time and Mileage
Setting Up Time Tracking
Entering Time in QuickBooks
Running Time Reports
Tracking Mileage
Generating Mileage Reports
Chapter 9Paying for Expenses
When to Pay Expenses
Viewing Payables with Bill Tracker
Entering Bills
Recording a Deposit to a Vendor
Handling Reimbursable Expenses
Paying Your Bills
Writing Checks Without Entering Bills
Producing Checks
Paying Using Other Payment Methods
Recording Vendor Refunds and Credits
Running Expense-Related Reports
Chapter 10Invoicing
Choosing the Right Type of Form
Sales Forms and Accounts
Creating Invoices
Creating Batch Invoices
Deposits, Down Payments, and Retainers
Invoicing for Billable Time and Costs
Invoicing for Backordered Products
Selling Products on Consignment
Estimating Jobs
Creating Progress Invoices
Handling Customer Refunds and Credits
Modifying Invoices
Chapter 11Producing Statements
Generating Statements
Chapter 12Transaction Timesavers
Printing Forms
Emailing Forms
Memorizing Transactions
Finding Transactions
Chapter 13Managing Accounts Receivable
Receivables Aging
Receiving Payments for Invoiced Income
Applying Credits to Invoices When You Receive Payments
Discounting for Early Payment
Correcting Misapplied Customer Payments
Applying Finance Charges
Cash Sales
Making Deposits
Chapter 14Bank Accounts and Credit Cards
Entering Transactions in an Account Register
Handling Bounced Checks
Transferring Funds
Reconciling Accounts
Managing Loans
Chapter 15Doing Payroll
Getting Started with Payroll
Intuit Payroll Services
Recording Transactions from a Payroll Service
Paying Yourself
Chapter 16Making Journal Entries
Balancing Debit and Credit Amounts
Some Reasons to Use Journal Entries
Creating Journal Entries
Checking Journal Entries
Reclassifications and Corrections
Recording Depreciation with Journal Entries
Recording Owner's Contributions
Chapter 17Performing Year-End Tasks
Checking for Problems
Viewing Your Trial Balance
Generating Financial Reports
Generating Tax Reports
Sharing a Company File with Your Accountant
1099s
Closing the Books for the Year
Managing Your Business
Chapter 18Keeping Track of Financial Tasks
Tracking To-Dos
Adding Notes
Reminders
Your Financial Calendar
Chapter 19Managing QuickBooks Files
Switching Between Multi- and Single-User Mode
Backing Up Files
Restoring Backups
Sending Company Files to Others
Verifying Your QuickBooks Data
Condensing Data
Cleaning Up After Deleting Files
Chapter 20Managing Inventory
Following the Inventory Money Trail
Setting Up Inventory Items
Purchasing Inventory
Selling Inventory
Running Inventory Reports
Working with the Inventory Center
Performing a Physical Inventory
Adjusting Inventory in QuickBooks
Chapter 21Working with Sales Tax
Setting Up Sales Tax
Producing Reports of the Sales Tax You Owe
Paying Sales Tax
Chapter 22Budgeting and Planning
Types of Budgets
Ways to Build Budgets
Creating Budgets in QuickBooks
Creating Customer:Job or Class Budgets
Filling in Budget Values
Creating and Copying Budgets with Excel
Running Budget Reports
Chapter 23Tracking Finances with Reports and Graphs
Finding the Right Reports
Running Reports
Adding Comments to Reports
Printing and Saving Reports
Customizing Reports
Memorizing Reports
Swapping Reports Between Company Files
QuickBooks Power
Chapter 24Banking Online with QuickBooks
Setting Up Your Accounts for Online Services
Exchanging Data with Your Bank
Banking Online Using Express Mode
Banking Online Using Classic Mode
Chapter 25Configuring Preferences to Fit Your Company
Preferences: The Basics
Accounting
Bills
Calendar
Checking
Desktop View
Finance Charge
General
Integrated Applications
Items & Inventory
Jobs & Estimates
Multiple Currencies
Payments
Payroll & Employees
Reminders
Reports and Graphs
Sales & Customers
Sales Tax
Search
Send Forms
Service Connection
Spelling
Tax: 1099
Time & Expenses
Chapter 26Integrating QuickBooks with Other Programs
Mail Merge to a Word Document
Synchronizing Contacts
Working with Other Apps
Exporting QuickBooks Data
Importing Data from Other Programs
Chapter 27Customizing QuickBooks
Customizing the Home Page
Fast Access to Favorite Features
Customizing the Company Snapshot
Customizing Forms
Chapter 28Keeping Your QuickBooks Data Secure
Setting Up the Administrator
Creating QuickBooks Users
Restricting Access to Features and Data
Appendixes
Appendix Installing QuickBooks
Before You Install
Installing QuickBoo