QuickBooks 2009 All-in-One for Dummies (ISBN - 0470396520)

628 Pages·2009·19.79 MB·English

Stephen L. Nelson,
MBA, CPA

8 IN 1

BOOKS
BOOKS

• An Accounting Primer
• Getting Ready to Use QuickBooks
• Bookkeeping Chores
• Accounting Chores
• Financial Management
• Business Plans
• Care and Maintenance
• Additional Business Resources

QuickBooks

® 2009

A L L - I N - O N E

Making Everything Easier!™

Open the book and find:

• How to read a financial statement

• Steps for tracking accounts
receivable and payable

• Tips for managing cash and bank
accounts

• How to set up lists of customers,
vendors, and payroll items

• How to produce common financial
statements and reports

• What you can learn from ratio
analysis

• How to create and use a business
plan workbook

• Ways to simplify tax preparation

Stephen L. Nelson, MBA, CPA provides accounting, business advisory, tax
planning, and tax preparation services to small businesses. He belongs to
the American Institute of CPAs and holds an MBA in Finance and a Masters
in Taxation. His 100-plus books have sold more than four million copies.

$34.99 US / $37.99 CN / £22.99 UK

ISBN 978-0-470-39652-0

Computers/Financial Applications

Go to dummies.com®

for more!

Here’s the book that helps you
keep your business books
with QuickBooks

QuickBooks makes it easier to handle all those financial
chores you have to do for your small business, and this
handy reference makes it easier to use QuickBooks! You’ll
find minibooks on setting up QuickBooks for your business
needs, using it for accounting, bookkeeping, and business
planning, keeping your data safe, and much more.

• Accounting 101 — Book I covers the basics of accounting if you
don’t know a debit from a credit

• Ready, set, go — learn to set up the program, load files, and
customize QuickBooks in Book II

• All about bookkeeping — in Book III you’ll see how to invoice
customers, pay vendors, track inventory, and more

• Channel your inner accountant — take on activity-based costing,
preparing a budget, and job costing in Book IV

• Explore financial strategies — Book V digs into advanced
strategies like ratio analysis, EVA, and capital budgeting

• Plan to succeed — find out in Book VI how to write the business
plan that can help you find your niche

• Keep up with upkeep — Book VII shows you how to do things that
will keep you working productively in QuickBooks

• Extra help — Book VIII covers additional resources, an Excel
primer, accounting terms, and more

An Accounting Primer

Getting Ready to Use
QuickBooks

Bookkeeping Chores

Accounting Chores

Financial
Management

Business Plans

Care and
Maintenance

Additional Business
Resources

QuickBooks
® 2009

A L L - I N - O N E

Nelson

Spine: 1.248”

QuickBooks
®
2009
AL L -I N - O N E

FOR
DUMmIES

‰

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by Stephen L. Nelson, MBA, CPA

QuickBooks
®
2009
AL L -I N - O N E

FOR
DUMmIES

‰

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QuickBooks® 2009 All-in-One For Dummies®

Published by
Wiley Publishing, Inc.
111 River Street
Hoboken, NJ 07030-5774

www.wiley.com

Copyright © 2009 by Wiley Publishing, Inc., Indianapolis, Indiana

Published by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or
by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permit-
ted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written
permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the
Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, [phone], fax [phone].
Requests to the Publisher for permission should be addressed to the Legal Department, Wiley Publishing,
Inc., 10475 Crosspoint Blvd., Indianapolis, IN 46256, [phone], fax [phone], or online at
http://www.wiley.com/go/permissions.

Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the
Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies.com, Making Everything
Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/
or its affi liates in the United States and other countries, and may not be used without written permission.
QuickBooks is a registered trademark of Intuit, Inc. All other trademarks are the property of their respec-
tive owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book.

LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO
REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF
THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITH-
OUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE
CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES
CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE
UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR
OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF
A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE
AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZA-
TION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE
OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES
THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT
MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS
WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND
WHEN IT IS READ.

For general information on our other products and services, please contact our Customer Care
Department within the U.S. at 800-762-2974, outside the U.S. at 317-572-3993, or fax [phone].

For technical support, please visit www.wiley.com/techsupport.

Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may
not be available in electronic books.

Library of Congress Control Number: 2008942305

ISBN: 978-0-470-39652-0

Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

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About the Author

Stephen L. Nelson is a CPA in Redmond, Washington. He provides account-
ing, business advisory, and tax planning and preparation services to small
businesses such as manufacturers, retailers, professional service fi rms, and
startup technology companies. He also teaches CPAs how to help their cli-
ents use QuickBooks more effectively and is an Adjunct Professor of Tax at
Golden Gate University, where he teaches S corporation and LLC tax law.

Curiously enough, Nelson is also the most prolifi c computer book writer of
all time, according to a recent feature in The Wall Street Journal. He’s also the
bestselling author of books about how to use computers to manage one’s
personal and business fi nances. In fact, Nelson’s 100-plus books have sold
more than 4,000,000 copies in English and have been translated into more
than a dozen other languages.

Steve holds a BS in accounting, an MBA in fi nance, and a Master of Science
in Taxation. He’s been a CPA for more than 25 years. He used to work as a
senior consultant with Arthur Andersen & Co. (Yes, that Arthur Andersen —
but, hey, it was a long time ago.) He also has been the controller and treas-
urer of a 50-person manufacturing fi rm and has run his own manufacturing
fi rm. Steve is also the bestselling author of Quicken 2009 For Dummies and
QuickBooks 2009 For Dummies (from Wiley).

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Dedication

To the entrepreneurs and small-business people of the world. You folks
create most of the new jobs.

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