Section 1: The Business of Doing Business
Lesson 1.1: Staying Organized
Using the To Do List
Using Reminders
Using the Alerts Manager
Customizing Icons to Daily Tasks
Step-By-Step
Skill Sharpener
Lesson 1.2: Managing A/P and A/R
Viewing A/P History
Viewing A/R History
Generating A/P Reports
Generating A/R Reports
Step-By-Step
Skill Sharpener
Lesson 1.3: Class Tracking
Understanding Class Tracking
Turning On and Setting Up Class Tracking
Using Class Tracking
Creating Reports with Class Tracking
Step-By-Step
Skill Sharpener
Lesson 1.4: Handling NSF Payments
Creating Items for NSF Checks
Recording NSF Fees
Handling Bank Charges for NSF Checks
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: Estimates
Lesson 2.1: Creating Estimates
Understanding Estimates
Creating an Estimate
Customizing the Estimate
Viewing and Finding Past Estimates
Modifying Existing Estimates
Duplicating an Estimate
Step-By-Step
Skill Sharpener
Lesson 2.2: Finishing Estimates
Checking Spelling
Printing the Estimate
E‑mailing the Estimate
Creating an Estimate Letter
Deactivating an Estimate
Step-By-Step
Skill Sharpener
Lesson 2.3: Changing Estimates to Invoices
Creating an Invoice from an Estimate
Creating a Purchase Order
Estimate Reports
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Budgets, Forecasts, and Projections
Lesson 3.1: Creating a Budget
Opening the Budget Window
Creating a New Budget
Understanding the Budget
Entering Budget Amounts
Saving the Budget
Reopening the Budget
Step-By-Step
Skill Sharpener
Lesson 3.2: Creating a Forecast
Opening the Forecast Wizard
Creating a Forecast
Understanding the Forecast
Saving the Forecast
Reopening the Forecast
Step-By-Step
Skill Sharpener
Lesson 3.3: Creating a Cash Flow Projection
Opening the Cash Flow Projector Wizard
Creating a Cash Flow Projection
Understanding the Projection
Saving or Printing the Projection
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Section 4: Payroll
Lesson 4.1: Configuring Payroll
About Payroll Services
Setting Payroll Preferences
Setting Employee Defaults
Adding Contractors
Step-By-Step
Skill Sharpener
Lesson 4.2: Working with Payroll
Adding Payroll Items and Accounts
Adding Employee Information
Editing the Employee Information
Marking an Employee as Active or Inactive
Step-By-Step
Skill Sharpener
Lesson 4.3: Working with Paychecks and Payroll Liabilities
Creating Paychecks
Voiding a Paycheck
Deleting a Paycheck
Tracking and Paying Payroll Liabilities
Step-By-Step
Skill Sharpener
Section 4: Case Study
Section 4: Review Questions
Index
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