The Designer's Survival Guide to QuickBooks

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The most comprehensive resource for designers!

Written for Designers by a Designer, this easy to follow and abundantly illustrated guide shows how to tap the power of Intuit's QuickBooks accounting system. The Designer's Survival Guide to QuickBooks includes:

Comprehensive reference manual
Comprehensive Designer Chart of Accounts
Quick Design Templates for creating business forms and customer letters

Includes many tips and shortcuts to enhance your business and increase your profits, complete with real-life accounting examples for a design/workroom business. Learn how to:

Streamline your bookkeeping
Customize QuickBooks for your business
Better understand your costs and profit margins
Quickly create customized reports and forms
Simplify your tax filing
Includes Federal Income Tax lines, defined by a CPA, for different types of businesses.

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The book is sold separately, or it can be purchased as part of one of our popular money-saving bundles.

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Quick Quote® for QuickBooks

Quick Quote® for QuickBooks
The Designer's Survival Guide to QuickBooks
Quick Design Templates for business forms and customer letters
Tutorial - comprehensive, easy step-by-step

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Quick Quote® for QuickBooks
The Designer's Survival Guide to QuickBooks
Quick Design Templates for business forms and customer letters

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The Designer's Survival Guide to QuickBooks
Quick Design Templates for business forms and customer letters
Tutorials
Measuring Forms on CD (includes case)
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The Total Solution Premium Suite

DreamDraper G5
Bedding Collection I
M'Fay Collection I
Quick Quote® for QuickBooks
The Designer's Survival Guide to QuickBooks
Quick Design Templates for business forms and customer letters
Tutorials
Measuring Forms on CD (includes case)
Includes FREE S&H

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Evan Marsh Designs, Inc. is an Authorized QuickBooks Affiliate.

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QuickBooks gives you the power to manage your business more effectively by providing you with fast, easy and integrated solutions to meet the needs of your business. Whether you're looking for Financial, Customer or Retail Management Software, QuickBooks has a solution for you!

Let The Survival Guide Come to Your Rescue!

Have you ever been frustrated when entering data into your QuickBooks company? Would you prefer to enter your information into QuickBooks instead of hiring a bookkeeper? Would you like to know the profit for each customer job, or your entire company with the push of a button? Are you afraid to use QuickBooks because you don’t have an accounting background? Not to worry! With The Designer’s Survival Guide reference book by your side, you will feel as though your own personal QuickBooks Pro-Advisor is constantly with you - day or night. Not only will this be a great comfort to you, but also a great bargain, considering the prevailing cost of professional accounting and bookkeeping services. The Guide was developed specifically for the design industry by our team of talented business and design professionals.

Whether you are new to QuickBooks or a seasoned QuickBooks veteran, within The Designer’s Survival Guide, you will find many tips and shortcuts to enhance your business and increase your profits. Detailed step-by-step instructions with hundreds of screen shots and easy-to-understand real-life accounting examples for both design and workroom businesses are included. Quickly learn how to:

	Save time by streamlining your bookkeeping – Easily define a Chart of Accounts and Item List for your business type using our CD.
	Manage customers and vendors – Easily determine your overdue invoices and unpaid bills. Learn how to effectively use Purchase Orders to manage expenses.
	Calculate accurate sales tax information – Sales Tax calculation and payment is de-mystified!
	Understand basic accounting and financial reporting – Reduce your dependence on your accountant by learning how use QuickBooks reporting. Put control of your business back into your hands!
	Use customized forms and templates – Just import a template from the CD and add your logo – customized templates in an instant!
	Simplify your year-end tax filing - Federal Income Tax lines, defined by a CPA, are included for four different design/workroom businesses on the CD:

·         Sole Proprietorship – Tax form 1040, Schedule C

·         Partnership – Tax form 1065

·         S-Corporation - Tax form 1120S

·         C-Corporation – Tax form 1120

Look Inside

The Designer’s Survival Guide to QuickBooks is the only QuickBooks reference manual you need to

manage the accounting for your design or workroom business. The reference manual is over 200 pages

with over 400 screen shots and hundreds of real-life accounting examples. Look inside the book at a

summarized Table of Contents:

Chapter 1 – Introduction to QuickBooks

Selecting the Right QuickBooks Edition

Getting around in QuickBooks

Daily Business Activities

	Chapter 11 – Using QuickBooks Reporting Defining your Reporting Preferences Using the Report Center and QuickZoom Changing Report Formats Memorizing Reports and Creating Report Groups Changing Transactional Reports
	Chapter 12 – Customizing Forms and Writing Letters Importing the Custom Template on the CD Customizing Form Templates Using the Layout Designer Writing and Customizing Letters in WORD
	Chapter 13 – Managing Fixed Assets Defining and Purchasing your Fixed Assets Recording Fixed Asset Depreciation
	Chapter 14 – Security and Utilities Setting Passwords and User-Level Security Using the Audit Trail Function File Backup and Restore, Using Portable Company File Backups Upgrading QuickBooks Importing and Exporting List Information with Excel
	Chapter 15 – Year-end Processing Preparing for Year-end Activities Tax Preparation Reporting with your Tax Lines Setting a Closing Date and Working with your Accountant Using the Audit Trail Function Posting Year-end Journal Entries Generating 1099 Forms Additional Income Tax Preparation Tools
	Chapter 16 – Payroll in QuickBooks Selecting a Payroll Option Payroll Setup and Implementation with Intuit
	Appendix I – Short-cuts and Time-Savers QuickZoom and QuickReport Finding Transactions and Reminders Defining Preferences Memorizing Transactions Shortcut Key List
	Appendix II – Chart of Accounts and Designer Item List on CD Printout of the Designer Chart of Accounts List from the CD Printout of the Designer Item List from the CD
	Appendix III – Designer and Workroom Templates on CD (55 templates) Using and Importing the Form and Letter Templates on the CD Templates on the CD include: · Designer Estimates (8) · Designer Invoices (7) · Workroom Estimates (15) · Workroom Invoices (15) · Purchase Orders (2) · Credit Memo (1) · Sales receipts (2) · Customer Statement (1) · Customer Letters (3) · Invoice Letter with DreamDraper Rendering (1) A copy of each template is included.
	Appendix IV – Sample Forms, Letters, and Reports Sample Customer Invoices and Estimates Sample Invoice with DreamDraper Rendering Sample Vendor Purchase Order Sample Customer Letters Sample Invoice Letter with DreamDraper Rendering Job Profitability Reports (Summary and Detail)

Chapter 2 – Accounting in QuickBooks

Financial Statements and your Chart of Accounts

Adding Accounts and Subaccounts

Using Account Numbers and Classes

Using Account Registers

Chapter 3 – Using Lists in QuickBooks

Chart of Accounts and Item List

Updating and Sorting List Information

Customizing and Printing Lists

Chapter 4 – Creating Your New Company

Using the EasyStep Interview

Importing the Chart of Accounts CD

Loading and Verifying your Opening Balances

Making Corrections and Adjustments

Entering Historical Information and Balancing your Company

Chapter 5 – Using Item Codes

Understanding Item Codes

Importing the Designer Item List

Maintaining the Item List

Changing Item Prices

Using DreamDraper QuickQuote for Estimating and Invoicing

Item Profitability Reporting

Chapter 6 – Customers and Sales

Adding and Changing Customer Information

Creating Estimates and Invoices

Printing and E-mailing Estimates and Invoices

Receiving Customer Payments

When to Use Sales Receipts

Depositing Customer Payments

Issuing Credit Memos and Refunds

Generating Customer Statements

Customer Management Reporting

Chapter 7 – Using Sales Tax in QuickBooks

Defining Sales Tax Information for your Company

Calculating Sales Tax on Invoices and Credits

Paying Sales Tax

Sales Tax Reporting

Chapter 8 – Vendors and Expenses

Adding and Changing Vendor Information

Creating Purchase Orders

Entering and Paying Bills

Writing, Printing, and Voiding Checks

Vendor Management Reporting

Tracking Vehicle Mileage

Tracking Reimbursable Expenses

Chapter 9 – Tracking Inventory

Defining Inventory Preferences, Asset Accounts, and Items

Loading Inventory Opening Balances

Purchasing, Selling, and Adjusting Inventory Items

Inventory Management Reporting

Chapter 10 – Bank Accounts, Credit Cards, and Loans

Defining your Bank Accounts

Reconciling your Bank Accounts

Handling an NSF Check and a Bad Debt

Using Credit Cards to Pay Bills

Using Loan Manager

"I am recommending my clients purchase The Designer's Survival Guide to QuickBooks as the definitive accounting reference guide for designers and workrooms. Following the easy-to-understand procedures in this book will dramatically streamline your business."

Joan M. Smith, Public Accountant, Auburn, MA.

"Wow! After reading The Designer's Survival Guide to QuickBooks, I can quickly execute routine financial procedures with confidence and use QuickBooks to its fullest potential in my business!"

Starla Landis, Owner, Norstar Interiors, Lancaster, PA.

"LeeAnn Reed's knowledge of both QuickBooks and the design business has tremendously simplified my accounting processes, allowing more time to focus on the design end of my practice."

Matthew Denney, ASID, Principal, Denney Design Services, Dallas, TX.

"The Designer's Survival Guide to QuickBooks has been crucial in helping me learn to use my new accounting software. Everything is explained in a clear and logical manner."

Kim DeStefano, Owner, All Sewn-Up, Berwyn, PA.

LeeAnn Reed has dedicated herself to sharing her computer expertise and business tricks of the trade with her fellow designers to help them increase profits and improve operating efficiency. Her technology-based design seminars at both national trade conferences and local ASID, IDS, and WCAA chapter meetings are consistently received to wide acclaim.

LeeAnn holds degrees in apparel design, business management, and computer science in addition to her business coaching and QuickBooks Pro-Advisor certifications.

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Bethlehem, PA 18016

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