By Bonnie Biafore
How will you make your bookkeeping workflow smoother and swifter? uncomplicated. With this lacking handbook, you’re up to speed: you get step by step directions on how and while to take advantage of particular gains, in addition to simple bookkeeping and accounting suggestion to steer you thru the training technique. become aware of new and enhanced positive aspects just like the Insights dashboard and straightforward file commenting. You’ll quickly see why this ebook is the authentic Intuit consultant to QuickBooks 2015.
The vital belongings you have to know:
• Get began fast. fast manage money owed, shoppers, jobs, and bill items.
• Follow the money. music every thing from billable and unbillable time and costs to source of revenue and profit.
• Keep your organization financially fit. study budgets and genuine spending, source of revenue, stock, resources, and liabilities.
• Gain insights. Open a brand new dashboard that highlights your company’s monetary task and standing the instant you log in.
• Spend much less time on bookkeeping. Create and reuse money owed, invoices, revenues receipts, and timesheets.
• Find key info. Use QuickBooks’ seek and locate positive factors, in addition to the seller, purchaser, stock, and worker Centers.
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Additional info for QuickBooks 2015: The Missing Manual
Click “Go to Setup,” and then read the next section. ” screen, which is where you perform the 18 QUICKBOOKS 2015: THE MISSING MANUAL additional steps you have to complete, such as adding people you do business with, items you sell, and bank accounts. CREATING A COMPANY FILE If you want to dive into your work without QuickBooks’ help on these steps, click Start Working at the window’s bottom right and jump to page 20. If you want stepby-step guidance through these processes, click the Add buttons in these sections (if your lists already contain people and items, you’ll see Add More buttons instead): • Add the people you do business with.
If you’re new to bookkeeping, another approach is to use a file that someone else created. For example, if you’ve worked with an accountant to set up your company, she might provide you with a QuickBooks company file already configured for your business so you can hit the ground running. This chapter starts by explaining how to launch your copy of QuickBooks. Then, if you need to create your company file yourself, you’ll learn how to use the QuickBooks Setup dialog box or the EasyStep Interview to get started (and find out which other chapters explain how to finish the job).
Click Next to set these final options: • The Select a date to start tracking your finances screen summarizes what you learned about start dates on page 5. To start at the beginning of this fiscal year (which QuickBooks can figure out using the current calendar year and the starting month you select), choose the “Beginning of this fiscal year: 01/01/15” option. ) If you’ve decided to start on a different date, select the “Use today’s date or the first day of the quarter or month” option instead.
QuickBooks 2015: The Missing Manual by Bonnie Biafore