QuickBooks for Mac 2014 User’s Guide iv
Transferring funds between accounts 179!
Let QuickBooks make a an adjustment
transaction 179
!
Handling bank errors 180!
Viewing and printing previous
reconciliation reports 180
!
Use previous reconciliation reports to
spot discrepancies 181
!
CHAPTER 8! Selling things 182!
Inventory 182!
Hannah sets up her inventory 183!
Turn on inventory tracking 183!
Create inventory items 183!
Set up accounts 183!
Hannah purchases her inventory 184!
Buy stock with cash 184!
Order stock with a PO, receive items and
bill 184
!
Order stock with a PO, receive the items
without a bill 184
!
Hannah manages her inventory 185!
Send invoices to customers 185!
Adjust inventory 185!
Return inventory 185!
Keep track of inventory 185!
Setting up inventory 186!
Turn on inventory tracking 186!
Set up accounts for inventory 186!
Add inventory items 186!
Buying inventory 187!
Buying goods on the spot 187!
Receiving items and getting a bill later 187!
Receiving items with a bill included 189!
Selling your inventory 190!
Creating a sales summary 190!
Analyzing and adjusting your inventory
191
!
Checking your inventory status 191!
Creating a price list 191!
Breaking down the value of your inventory
192
!
Listing your open purchase orders 192!
Adjusting your inventory 193!
Taking a physical inventory 193!
Sales tax 194!
Setting up tax rates and agencies 195!
Identifying your most common tax rate
195
!
Indicate who and what gets taxed 196!
Marking items you sell as taxable 196!
Assigning a tax rate to a customer 197!
Applying tax to a sale 197!
Keeping track of how much tax you
owe 198
!
Creating a sales tax liability report 198!
Using the Sales Tax Payable register 199!
Paying sales tax 199!
Adjusting sales tax 200!
CHAPTER 9! Finding out how you’re
doing 201
!
Income Tracker 201!
Company snapshot 201!
Information found on the Company
Snapshot 203!
Tips and tricks 204!
Reports and graphs 204!
Report Center 204!
Customizing your report 205!
Adding a filter 205!
Types of filters 206!
Grouping and subtotaling data 207!
Viewing more of a report on your screen
208
!
Formatting your reports 208!
Customize columns 208!
Specifying a header or footer 209!
Formatting fonts and numbers 209!
Reports: FAQs 209!
Working with graphs 210!
Creating a graph 210!
Changing the data you see on the graph
210
!
Hiding data in graphs 211!
Seeing the small groups of data that may
not show up 211
!
Other things you can do with reports
212!
Memorize a customized report 212!
Export a report to Microsoft Excel or
Numbers 212
!
Zoom in for more detail in a report 212!
CHAPTER 10! Other cool things about
QuickBooks 213
!
Your toolbar: Picking the icons you want
213!
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