QuickBooks for Mac 2014 User’s Guide iii
Categorizing for more insight into your
business 129
!
Customer and job types 129!
Examples of customer types 129!
Categorize your jobs 130!
Use types in reports 130!
Classes 130!
Creating classes 130!
Applying classes 131!
Using classes in reports 132!
CHAPTER 6! Paying others 134!
Vendor Center 134!
How do I use it? 135!
Tips and tricks 136!
Entering vendors in QuickBooks 137!
Types of vendor transactions 139!
You receive the things your ordered and
need to pay for them 139
!
You have a credit from a vendor 139!
You need to pay your sales taxes 139!
Ordering items you’ll pay for later 140!
What's on a purchase order? 141!
When you receive your goods 143!
Other things to know about POs 143!
Paying your bills 144!
Entering bills and credits 144!
Tracking expenses related to a bill 146!
Listing items included in a bill 147!
Bills: FAQs 148!
Paying bills and using credits 149!
Tracking bills and credits 150!
Using 1099s 151!
Setting up for 1099s 151!
Verifying 1099 Information 151!
CHAPTER 7! Banking 154!
Writing checks and entering credit card
charges 154!
Writing a check 154!
What's on a check? 154!
Entering a charge or refund to your
credit card 156
!
What's on a credit card charge? 156!
Paying a credit card bill 158!
Managing your checks and credit cards 158!
Transaction Center 158!
Tips and tricks 159!
Editing a check 159!
Managing deposits 159!
Making a deposit 159!
Editing or deleting a deposited payment
160
!
Entering credit card fees when making a
deposit 161
!
Online Banking 163!
Web Connect vs. Direct Connect 164!
WebConnect 164!
DirectConnect 164!
Connecting Directly to Online Banking
165!
Online Banking Tips and
Troubleshooting 166
!
Manually Importing Online Banking 168!
Updating your register 169!
Example of updating your register 169!
Downloading or importing your
transactions 169
!
What to do with matched transactions 170!
What to do with unmatched transactions
170
!
Other things to know about matching
transactions 170
!
Renaming rules for payee names 171!
Renaming rules example 171!
Creating a new renaming rule 171!
Editing a renaming rule 172!
Unlinking a QuickBooks account from
an online banking account 173
!
Reconciling your accounts 174!
Before you begin 174!
Step 1: Choose the account you want
to reconcile 174!
Step 2: Mark your transactions 175!
Step 3: Finishing Up the Reconciliation
175
!
Congratulations! Viewing and printing
reconciliation reports 176
!
Reconciling fast with Mark All 176!
What to do if your account doesn't
balance 176
!
Undoing a Reconciliation 177!
Troubleshooting reconciliation 177!
What to look for 178!
Tips for finding problems 178!
Fixing the incorrect amount 179!
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