Introduction |
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5 | (1) |
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5 | (1) |
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6 | (2) |
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What You Can Expect from This Book |
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8 | (1) |
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How to Use the Software on the CD |
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9 | (3) |
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12 | (1) |
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13 | (4) |
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Setting Up Your QuickBooks Pro Company |
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17 | (18) |
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18 | (1) |
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Begin with Our Company File |
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19 | (3) |
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Upgrade to QuickBooks Pro Version 2000 |
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22 | (2) |
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Convert from Quicken to QuickBooks Pro |
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24 | (5) |
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Create a New QuickBooks Pro Company |
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29 | (6) |
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How to Set QuickBooks Pro Preferences |
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35 | (18) |
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35 | (1) |
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36 | (2) |
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38 | (1) |
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Finance Charge Preferences |
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39 | (2) |
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Jobs and Estimates Preferences |
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41 | (1) |
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Payroll and Employees Preferences |
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41 | (3) |
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Purchases and Vendors Preferences |
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44 | (1) |
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45 | (1) |
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Reports and Graphs Preferences |
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46 | (2) |
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Sales and Customers Preferences |
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48 | (1) |
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49 | (1) |
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49 | (2) |
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Time Tracking Preferences |
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51 | (2) |
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53 | (8) |
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53 | (2) |
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How to Use the Sample Chart of Accounts |
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55 | (3) |
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How to Charge, Add to, and Print Your Chart of Accounts |
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58 | (3) |
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61 | (10) |
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Entering Items for a Non-Inventory Based Business |
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62 | (2) |
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Entering Items for an Inventory Based Business |
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64 | (2) |
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Creating a Group of Items |
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66 | (2) |
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Entering Non-Job Related Items |
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68 | (3) |
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71 | (18) |
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Using Payroll Items to Track Workers' Comp Costs |
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71 | (8) |
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Using Payroll Items If You Don't Track Workers' Comp |
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79 | (2) |
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Including Sole Proprietor and Partners' Time Costs in Job Costs |
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81 | (8) |
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89 | (4) |
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Using Classes to Track Cost Categories |
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89 | (1) |
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90 | (3) |
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93 | (6) |
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93 | (3) |
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Adding a Job for a Customer |
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96 | (2) |
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Exporting or Printing Your Customer List |
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98 | (1) |
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Vendors and Subcontractors |
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99 | (6) |
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99 | (4) |
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Setting Up a Non-1099 Vendor |
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103 | (2) |
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105 | (6) |
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Setting Up Your Employee List |
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105 | (6) |
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111 | (6) |
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Entering Opening Balances in the General Ledger |
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111 | (1) |
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Entering Opening Balances in the Chart of Accounts |
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111 | (2) |
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Entering Invoices for Accounts Receivable |
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113 | (1) |
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Entering Bills for Accounts Payable |
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113 | (4) |
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117 | (8) |
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Setting Up Your Office Files |
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118 | (3) |
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121 | (1) |
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Keeping Office Paperwork Current |
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121 | (4) |
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125 | (10) |
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QuickBooks Pro vs. QuickBooks |
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125 | (1) |
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126 | (2) |
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Using a Summary Estimate You Make Outside of QuickBooks Pro |
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128 | (2) |
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Customizing the Estimate Form |
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130 | (1) |
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131 | (4) |
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135 | (20) |
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Three Ways to Invoice a Customer |
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136 | (8) |
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144 | (2) |
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146 | (4) |
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Recording a Payment You've Received |
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150 | (1) |
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151 | (1) |
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152 | (3) |
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155 | (12) |
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Creating and Using Purchase Orders |
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156 | (1) |
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Entering a Bill for Committed Costs |
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157 | (2) |
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Entering Bills Without Purchase Orders |
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159 | (2) |
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Selecting Bills for Payment |
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161 | (1) |
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162 | (1) |
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Payables & Vendor Workers' Comp Reports |
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163 | (4) |
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167 | (10) |
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167 | (3) |
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Processing Employee Payroll |
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170 | (4) |
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Allocating Sole Proprietor or Partner's Time to a Job |
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174 | (3) |
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Using QuickBooks Pro on a Cash Basis |
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177 | (8) |
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178 | (3) |
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181 | (2) |
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Checking Your Transactions with the QuickBooks Pro Register |
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183 | (2) |
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185 | (30) |
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How to Customize and Filter Reports |
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185 | (3) |
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Using Our Memorized Reports |
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188 | (17) |
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Using Jobs & Time Reports |
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205 | (10) |
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End of Month and End of Year Procedures |
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215 | (14) |
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End of the Month Procedures |
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215 | (7) |
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Reading and Understanding Your Financial Reports |
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222 | (2) |
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224 | (5) |
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229 | (24) |
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229 | (1) |
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Setting Up a Development Job |
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230 | (1) |
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Using Items to Track Construction Costs as WIP |
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231 | (2) |
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Land Purchase Transactions |
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233 | (4) |
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237 | (9) |
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Entering a Construction Draw |
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246 | (2) |
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Recording the Sale of a Property |
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248 | (3) |
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251 | (2) |
Appendix A Estimating with QuickBooks Pro |
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253 | (14) |
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Creating an Estimate in QuickBooks Pro |
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255 | (8) |
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Turning an Estimate into an Invoice |
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263 | (4) |
Appendix B Job Cost Tracking and Importing Estimates |
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267 | (26) |
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What Is Job Cost Tracking? |
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267 | (5) |
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Estimating with National Estimator |
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272 | (11) |
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Converting Estimates with Job Cost Wizard |
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283 | (5) |
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Job Cost Tracking with QuickBooks |
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288 | (5) |
Index |
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293 | |