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ESTIMATES & INVOICES
Create estimates. Base invoices on
information in an estimate. Add
Reimbursable Expenses to invoices
and mark-up the amounts to make a
profit.
TIME TRACKING
Use Timesheets or Timer to track
time for different projects and use
Timesheet data for invoicing, in
payroll, and P&L reports.
CLASSES:
Use "Classes" to track and compare different parts of
your business. For example, compare
the profit-and-loss of two or more
departments or locations.
SHARE QUICKBOOKS DATA WITH
EXCEL & WORD
Export QuickBooks reports to Excel
so you can customize them. Create
Mail Merge letters in Word using QuickBooks
data. Create Word templates for
custom QuickBooks letters. Export QuickBooks
data to Excel. Import data from Excel.
BAD CHECKS & BAD DEBT
Handle bad checks and NSF fees. Learn
how to write off bad debt.
MULTI-USER vs. SINGLE-USER MODE
Set up individual Users in
QuickBooks and limit the areas they
can access.
Switch back and forth between
Multi-User and Single-User modes,
advantages and limitations of each
mode. Using QuickBooks on
company network.
PAYROLL & SALES COMMISSIONS
Set up payroll, run Payroll
Checkup, write paycheck, pay payroll
liabilities, track
commissions for employees, run
commission reports.
ADVANCED REPORT FEATURES
Setup and run a Report Group, run
multiple reports using Batch
Processing, create Report Templates.
JOB COSTING
Set up customer jobs (which can be
used in estimates), then track the
profitability of your jobs with Job
Costing reports.
AUDIT TRAIL
Learn about the Audit Trail, it's
uses and limitations, run Audit
Trail report.
BACKUP, ACCOUNTANT COPY, & PORTABLE
QUICKBOOKS FILES
Learn the differences, the
advantages & disadvantages, and how
to use Backup & Restore, Accountant Copies,
and Portable QuickBooks files.
USE CLEAN UP, VERIFY DATA, & REBUILD
DATA FEATURES
Use the "Clean Up" tool to delete
prior year details. Use Verify
Data and/or Rebuild Data on corrupt
QuickBooks files.
ASSETS & LIABILITIES
Set-up fixed assets in the Fixed Assets
Item List. Track purchase date, cost,
accumulated depreciation, loans,
sales of fixed assets, etc. Set up
Loans or Lines of Credit. Use Loan
Manager to track loans.
1099s
Set up 1099 tracking feature, set up
vendors for 1099s, run
reports tracking 1099s, and print
1099s.
JOURNAL ENTRIES
Create General Journals Entries to
make adjustments or corrections.
YEAR-END CLOSE
Password protect past transactions
using Year-end close.
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