1. C OMPUTER A CCOUNTING WITH Q UICK B OOKS 2013 C HAPTER 2 Donna Kay

2. C HAPTER 2 O VERVIEW Customize:  QuickBooks Software Editions  QuickBooks Preferences  QuickBooks Chart of Accounts  QuickBooks Security COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

3. C USTOMIZE Q UICK B OOKS E DITIONS QuickBooks Software Editions:  QuickBooks Pro  QuickBooks Premier  QuickBooks Accountant  QuickBooks Enterprise Solutions COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

4. C USTOMIZE Q UICK B OOKS P REFERENCES Edit menu > Preferences COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

5. C USTOMIZE C HART OF A CCOUNTS Chart of Accounts:  Lists accounts and account numbers  Automatically created by QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

6. A CCOUNT C ATEGORIES COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

7. A CCOUNT C ATEGORIES COMPUTER ACCOUNTING WITH QUICKBOOKS 2013 Non-posting Accounts:  Purchase Orders  Estimates

8. Q UICK B OOKS L ISTS Lists provide supporting detail:  Customer List  Vendor List  Employee List  Item List  Payroll Item List  Class List COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

9. C USTOMIZE C HART OF A CCOUNTS COMPUTER ACCOUNTING WITH QUICKBOOKS 2013  Add accounts  Update accounts

10. C USTOMIZE C HART OF A CCOUNTS COMPUTER ACCOUNTING WITH QUICKBOOKS 2013  Edit accounts  Delete accounts  Print account listing

11. G O P APERLESS C HART OF A CCOUNTS COMPUTER ACCOUNTING WITH QUICKBOOKS 2013  Select Account > Re-sort List  Select Reports > Account Listing

12. G O P APERLESS C HART OF A CCOUNTS COMPUTER ACCOUNTING WITH QUICKBOOKS 2013  Select Excel > Update Existing Worksheet

13. G O P APERLESS C HART OF A CCOUNTS COMPUTER ACCOUNTING WITH QUICKBOOKS 2013  Select Replace existing workbook  Browse for YourFirstName LastName CH2 REPORTS Excel file  Select Sheet  Select Advanced  Uncheck Spaces between columns  Uncheck QuickBooks Export Guide worksheet with helpful advice.  Select Export.

14. Q UICK B OOKS S ECURITY QuickBooks without security precautions… …is like leaving your front door unlocked and open! COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

15. Q UICK B OOKS S ECURITY Without restricted access, an intruder has open access to your entire accounting system! COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

16. Q UICK B OOKS S ECURITY To prevent unauthorized access to your QuickBooks accounting system, use:  User IDs  Passwords  Restricted access COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

18. R ESTRICTED A CCESS COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

19. Q UICK B OOKS S ECURITY Beware the Coffee Break Bandit.... …when QuickBooks is left open on unattended computers. COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

20. C USTOMIZE Q UICK B OOKS C ALENDAR COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

21. T O L EARN M ORE … See Chapter 2 Visit the Online Learning Center www.mhhe.com/kay2013 Visit www.myquickbooks.me COMPUTER ACCOUNTING WITH QUICKBOOKS 2013