c omputer a ccounting with q uick b ooks 2013 c hapter 2 donna kay
TRANSCRIPT
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