By Bonnie Biafore
How will you make your bookkeeping workflow smoother and swifter? basic. With this lacking handbook, you’re up to speed: you get step by step directions on how and whilst to take advantage of particular good points, in addition to simple bookkeeping and accounting suggestion to lead you thru the educational approach. realize new and superior beneficial properties just like the Insights dashboard and straightforward file commenting. You’ll quickly see why this booklet is the reputable Intuit advisor to QuickBooks 2015.
The vital belongings you have to know:
• Get all started fast. fast organize debts, consumers, jobs, and bill items.
• Follow the money. tune every little thing from billable and unbillable time and charges to source of revenue and profit.
• Keep your organization financially fit. research budgets and real spending, source of revenue, stock, resources, and liabilities.
• Gain insights. Open a brand new dashboard that highlights your company’s monetary job and standing the instant you log in.
• Spend much less time on bookkeeping. Create and reuse accounts, invoices, revenues receipts, and timesheets.
• Find key info. Use QuickBooks’ seek and locate beneficial properties, in addition to the seller, shopper, stock, and worker Centers.
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Extra info for QuickBooks 2015: The Missing Manual
Options for Creating a Company File You can create a company file in several ways, and the QuickBooks Setup dialog box—which opens automatically the very first time you start QuickBooks—is your ticket to all of them. If you don’t see this dialog box, choose File→New Company (or click “Create a new company” in the No Company Open window). The dialog box takes up most of the screen, so you can stay focused on creating your company file. Chapter 1: Creating a Company File 9 CREATING A COMPANY FILE UP TO SPEED Getting Help Creating a New Company File The proud owners of brand-new businesses face a dilemma: They have more important things to do than muddle through setting up company files in QuickBooks, but money is usually as short as free time.
Type the password you want to use in both the “Administrator password” and “Retype password” boxes, and then keep the password in a safe but memorable place. ) 14 QUICKBOOKS 2015: THE MISSING MANUAL CREATING A COMPANY FILE UP TO SPEED Safe Login Practices Don’t even think about having everyone who works with a company file share one login. You don’t want everyone to have access to payroll data, and you wouldn’t know which person to fire if you found any less-than-legal transactions in the file.
The Company Information dialog box opens with your company information grouped into several categories (see Figure 1-9, foreground). FIGURE 1-9 Some bits of company information change more often than others. For instance, you might relocate your office or change your phone number, email address, or website address. But stuff like your company’s legal name and address, federal Employer Identification Number, and business type (corporation, sole proprietorship, and so on) usually stays the same. 3.
QuickBooks 2015: The Missing Manual by Bonnie Biafore