Home > Store

QuickBooks 2007 On Demand (Adobe Reader)

Register your product to gain access to bonus material or receive a coupon.

QuickBooks 2007 On Demand (Adobe Reader)

eBook (Adobe DRM)

  • Sorry, this book is no longer in print.
  • About Adobe DRM eBooks
  • This eBook requires the free Adobe® Digital Editions software.

    Before downloading this DRM-encrypted PDF, be sure to:


    • Install the free Adobe Digital Editions software on your machine. Adobe Digital Editions only works on Macintosh and Windows, and requires the Adobe Flash Player. Please see the official system requirements.
    • Authorize your copy of Adobe Digital Editions using your Adobe ID (select AdobeID as the eBook vendor). If you don't already have an Adobe ID, you can create one here.
Not for Sale

Description

  • Copyright 2007
  • Dimensions: 7-1/2" x 9-1/8"
  • Edition: 1st
  • eBook (Adobe DRM)
  • ISBN-10: 0-7686-6846-8
  • ISBN-13: 978-0-7686-6846-9

QuickBooks 2007 on Demand is the ultimate reference for people who really want to learn how to use the most popular accounting program. Using a friendly seeit/do-it technique, QuickBooks 2007 on Demand gives you illustrated, full color, step-by-step explanations that put you in charge of your finances. Whether you keep this book right next to your computer for quick reference or use it to train others, you’ll find this is an indispensable resource.

SEE HOW TO

  • Produce and customize reports that show exactly how your company is doing
  • Schedule transactions so you’ll never forget a due date again
  • Bill time and expenses directly to customers
  • Use the new QuickBooks features for 2007, including a redesigned Payroll Center and the new Accountant’s Copy that lets you keep working while your accountant reviews your books
  • Create and use a budget
  • Reconcile your bank account to the penny without waiting for the bank statement to come in the mail
  • Keep detailed records of fixed asset acquisitions
  • Protect your financial information with the latest in security techniques
  • Send customized mailings to your customers and vendors

1. Setting Up Your Company Accounts with the EasyStep Interview

2. Setting Up and Using Payroll Features  

3. Adding or Changing Information After the Interview Is Completed  

4. Invoicing and Collecting Income  

5. Making Purchases and Recording Payments  

6. Collecting and Paying Sales Tax  

7. Using Timesaving Features  

8. Job Cost Estimating and Tracking  

9. Tracking Time   New!

10. QuickBooks Tips and Tricks  

11. Using the QuickBooks Online Features  

12. Preparing Income Tax Returns  

13. Security  

14. Using Inventory Features  

15. Recording Your Assets  

16. Recording Owners’ Equity  

17. Recording Liabilities  

18. Preparing the Top Ten QuickBooks Reports  

New! Features  

Index  

Sample Content

Table of Contents

1. Setting Up Your Company Accounts with the EasyStep Interview

Installing QuickBooks

Registering QuickBooks

Setting Up QuickBooks in a Multiuser Office

Transferring Data from Older Versions of QuickBooks

Transferring Data from Quicken

Practicing with the Sample Company Files  

Entering Data for a New Company  

Entering a Start Date  

Setting Up a Bank Account  

Setting Up Income and Expense Accounts  

Stopping, Restarting, and Completing the Interview  

2. Setting Up and Using Payroll Features  

Setting Payroll and Employee Preferences   New!

Setting Up Employees   New!

Setting Up Employee Payroll Information  

Setting Up Employee Payroll Taxes  

Setting Up Sick and Vacation Benefits  

Setting Up Payroll Deductions   New!

Paying Employees  

Using Timer Information with QuickBooks Payroll  

Printing Paychecks  

Using Direct Deposit  

Creating Employer Payroll Reports  

Paying Payroll Taxes with Form 941  

Paying Federal Unemployment Compensation Taxes with Form 940  

Preparing W-2 Forms  

Issuing W-3 Forms  

Setting Up Independent Contractors for 1099 Forms  

Setting 1099 Preferences  

Issuing 1099 Forms  

Outsourcing Payroll  

3. Adding or Changing Information After the Interview Is Completed  

Setting General Preferences   New!

Setting Desktop View Preferences  

Sorting Lists  

Displaying Lists on Forms  

Adding Accounts   New!

Using Account Numbers  

Adding Customers   New!

Displaying Detailed Customer Information  

Adding Vendors  

Adding Items   New!

Adding Information “On-the-Fly”  

Moving Items on a List  

Creating Subitems  

Editing Information on a List  

Hiding Entries on Lists  

Deleting Entries on a List  

Merging Entries on a List  

Printing Lists  

Searching for Transactions  

Generating a QuickReport  

Setting Accounting Preferences  

4. Invoicing and Collecting Income  

Setting Sales and Customers Preferences   New!

Creating an Invoice  

Previewing Invoices  

Printing a Single Invoice  

Printing a Batch of Invoices  

Emailing an Invoice  

Charging Expenses to a Customer   New!

Setting Finance Charge Preferences  

Creating a Monthly Statement  

Setting Send Forms Preferences  

Tracking Accounts Receivable  

Receiving Payments for Invoices  

Issuing a Credit or Refund  

Receiving Cash  

Making Bank Deposits  

Receiving Advances, Retainers, and Down Payments  

Issuing Discounts  

Viewing the Open Invoices Report  

Creating a Collection Letter  

Recording Bad Debts  

5. Making Purchases and Recording Payments  

Setting Purchases and Vendors Preferences   New!

Using Purchase Orders  

Viewing Items on Purchase Orders  

Viewing Vendor Information  

Receiving Goods  

Receiving a Partial Order  

Viewing Unpaid Bills Reports  

Paying Bills  

Taking Discounts  

Using the Check Register  

Editing Bill Payments  

Deleting Bill Payments  

Setting Checking Preferences  

Writing Checks   New!

Printing Checks   New!

Voiding Checks  

Creating Purchase Reports  

6. Collecting and Paying Sales Tax  

Setting Sales Tax Preferences  

Creating a Sales Tax Item  

Creating a Sales Tax Group  

Charging Sales Tax to Customers  

Entering Tax Status of Inventory Items  

Selling Tax-Exempt Items  

Selling Items to Tax-Exempt Customers  

Producing Monthly Sales Tax Reports  

Paying Sales Tax  

Taking a Discount for Early Payment  

7. Using Timesaving Features  

Memorizing Transactions  

Memorizing a Group of Transactions  

Using Memorized Transactions  

Scheduling Recurring Transactions  

Changing Memorized and Scheduled Transactions  

Removing Memorized Transactions  

Setting Reminders Preferences  

Using Reminders  

8. Job Cost Estimating and Tracking  

Setting Jobs and Estimate Preferences  

Setting Up a Job  

Using the Job Status Feature  

Using the Job Type Feature  

Using the Job Dates Feature  

Using the Job Description Feature  

Creating an Estimate  

Invoicing Against an Estimate  

Revising Estimates  

Creating a Work in Progress Report  

9. Tracking Time   New!

Setting Time Tracking Preferences  

Installing the Timer  

Exporting Information to the Timer   New!

Creating a New Timer File  

Creating a Timed Activity  

Using the Timer  

Sending Timer Data to QuickBooks  

Opening Timer Data in QuickBooks  

Viewing Timer Transactions  

Editing Timer Transactions  

Billing Time from the Timer to the Customer  

Backing Up and Condensing Timer Data  

Restoring Backed-Up and Condensed Timer Data  

10. QuickBooks Tips and Tricks  

Setting Spelling Preferences  

Creating a Budget  

Producing Budget Reports  

Setting Up Classes  

Displaying a Class List  

Using Multiple Classes on One Form  

Reporting on Classes  

Creating Payment Terms  

Customizing Forms–Editing Existing Forms  

Customizing Forms–Creating a New Form  

Making Journal Entries   New!

Using the Audit Trail  

Using the QuickBooks Remote Access Feature  

Creating Mailing Labels  

11. Using the QuickBooks Online Features  

Setting Service Connection Preferences  

Setting Up Your QuickBooks Internet Connection  

Activating Your Online Bank Account  

Retrieving Online Bank Statements  

Matching Transactions  

Making Online Payments  

Canceling Online Payments   New!

Sending Online Messages  

Transferring Money Between Accounts  

Getting Reports of Online Transactions  

Using the QuickBooks Website   New!

Using the QuickBooks Online Edition  

12. Preparing Income Tax Returns  

Choosing the Correct Income Tax Form  

Assigning Tax Lines  

Using the Income Tax Summary Report  

Using the Income Tax Detail Report  

Making Estimated Tax Payments  

Creating a Tax Return  

13. Security  

Backing Up Your QuickBooks Company File  

Restoring Backed-Up Information  

Using the QuickBooks Online Backup Service  

Setting Up the Administrator  

Adding Users  

Editing User Access  

Removing Users  

Closing Financial Records at Year-End  

Creating a Closing Date Exception Report  

14. Using Inventory Features  

Activating Inventory  

Setting Up Inventory Items  

Adding to Your Inventory  

Editing Inventory Items  

Creating an Inventory Group  

Managing Sales Orders  

Setting Up Reminders to Replenish Your Inventory  

Preparing Inventory Reports  

Counting Your Inventory  

Adjusting Inventory Quantities  

Adjusting the Price of Inventory  

15. Recording Your Assets  

Reconciling to Your Bank Statement  

Recording Automatic Teller Withdrawals  

Tracking Petty Cash  

Receiving Credit Card Payments  

Recording Deposits As Assets  

Purchasing Fixed Assets  

Entering Depreciation  

Selling Fixed Assets  

16. Recording Owners’ Equity  

Understanding the Opening Balance Equity Account  

Recording Owners’ Draws  

Entering Prior Period Adjustments  

Viewing Contents of Retained Earnings Account  

17. Recording Liabilities  

Managing Accounts Payable  

Recording Payroll Tax Accruals  

Setting Up Credit Card Accounts  

Accounting for Deposits or Retainers  

Recording Loans  

Using the QuickBooks Loan Manager  

Recording Loan Payments  

18. Preparing the Top Ten QuickBooks Reports  

Setting Reports and Graphs Preferences  

Preparing an Income Statement  

Preparing a Balance Sheet  

Preparing a Trial Balance  

Preparing a General Ledger Report   New!

Preparing a Budget Report  

Preparing a Sales Tax Liability Report  

Preparing a Payroll Liability Report  

Preparing an Accounts Receivable Aging Summary Report  

Preparing a Job Progress Report  

Preparing an Accounts Payable Aging Detail Report  

Customizing Reports  

Memorizing a Customized Report  

New! Features  

QuickBooks 2007  

Index  

Updates

Submit Errata

More Information

InformIT Promotional Mailings & Special Offers

I would like to receive exclusive offers and hear about products from InformIT and its family of brands. I can unsubscribe at any time.

Overview


Pearson Education, Inc., 221 River Street, Hoboken, New Jersey 07030, (Pearson) presents this site to provide information about products and services that can be purchased through this site.

This privacy notice provides an overview of our commitment to privacy and describes how we collect, protect, use and share personal information collected through this site. Please note that other Pearson websites and online products and services have their own separate privacy policies.

Collection and Use of Information


To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.

Surveys

Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.

Newsletters

If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information


Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.

Security


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.

Children


This site is not directed to children under the age of 13.

Marketing


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information


If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.

Choice/Opt-out


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information


Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents


California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure


Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.

Links


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact


Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice


We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020