qb2013 chapter 2

COMPUTER ACCOUNTING WITH

QUICKBOOKS 2013CHAPTER 2

Donna Kay

CHAPTER 2 OVERVIEW

Customize: QuickBooks Software Editions QuickBooks Preferences QuickBooks Chart of Accounts QuickBooks Security

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

CUSTOMIZE QUICKBOOKS EDITIONS

QuickBooks Software Editions: QuickBooks Pro QuickBooks Premier QuickBooks Accountant QuickBooks Enterprise Solutions

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

CUSTOMIZE QUICKBOOKS

PREFERENCESEdit menu > Preferences

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

CUSTOMIZE CHART OF ACCOUNTS

Chart of Accounts: Lists accounts and account numbers Automatically created by QuickBooks

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

ACCOUNT CATEGORIES

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

ACCOUNT CATEGORIES

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

Non-posting Accounts: Purchase Orders Estimates

QUICKBOOKS LISTS

Lists provide supporting detail: Customer List Vendor List Employee List Item List Payroll Item List Class List

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

CUSTOMIZE CHART OF ACCOUNTS

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

Add accounts Update accounts

CUSTOMIZE CHART OF ACCOUNTS

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

Edit accounts Delete accounts Print account listing

GO PAPERLESSCHART OF ACCOUNTS

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

Select Account > Re-sort List Select Reports > Account Listing

GO PAPERLESSCHART OF ACCOUNTS

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

Select Excel > Update Existing Worksheet

GO PAPERLESSCHART OF ACCOUNTS

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

Select Replace existing workbook

Browse for YourFirstName LastName CH2 REPORTS Excel file

Select Sheet

Select Advanced

Uncheck Spaces between columns

Uncheck QuickBooks Export Guide worksheet with helpful advice.

Select Export.

QUICKBOOKS SECURITY

QuickBooks without security precautions…

…is like leaving

your front door

unlocked and

open!

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

QUICKBOOKS SECURITY

Without restricted access,

an intruder has open access

to your entire accounting system!

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

QUICKBOOKS SECURITY

To prevent unauthorized access to your QuickBooks accounting system, use: User IDs Passwords Restricted access

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

RESTRICTED ACCESS

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

QUICKBOOKS SECURITY

Beware the Coffee Break Bandit....

…when QuickBooks is left open

on unattended computers.

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

CUSTOMIZE QUICKBOOKS CALENDAR

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

TO LEARN MORE …

See Chapter 2

Visit the Online Learning Centerwww.mhhe.com/kay2013

Visit www.myquickbooks.me

COMPUTER ACCOUNTING WITH QUICKBOOKS 2013