Quick Reference Guide
QuickBooks S tartup andQuick ReferenceGuideInstallationSetupKey ConceptsEssential TasksNew Features
CopyrightCopyright 2007 Intuit Inc.All rights reserved.First printing, September 2006STATEMENTS IN THIS DOCUMENT REGARDING THIRD-PARTY STANDARDS OR SOFTWARE AREBASED ON INFORMATION MADE AVAILABLE BY THIRD PARTIES. INTUIT AND ITS AFFILIATES ARENOT THE SOURCE OF SUCH INFORMATION AND HAVE NOT INDEPENDENTLY VERIFIED SUCHINFORMATION. THE INFORMATION IN THIS DOCUMENT IS SUBJECT TO CHANGE WITHOUTNOTICE.Trademarks and PatentsIntuit, the Intuit logo, QuickBooks, QuickBase, Quicken, TurboTax, ProSeries, Lacerte, EasyStep,and QuickZoom, among others, are registered trademarks and/or registered service marks ofIntuit Inc. in the United States and other countries. Other parties’ trademarks or service marksare the property of their respective owners and should be treated as such. Features and serviceswithin QuickBooks products may be the subject matter of pending and issued U.S. patentsassigned to Intuit IncOther AttributionsThe Regex Library contained in QuickBooks software is copyright 1992, 1993, 1994, 1997 HenrySpencer. All rights reserved. The Regex Library software is not subject to any license of theAmerican Telephone and Telegraph Company or of the Regents of the University of California.This product includes software developed by the Apache Software Foundation(www.apache.org). 1999-2006 Apache Software Foundation. All rights reserved.ImportantTerms, conditions, features, service offerings, prices, and hours referenced in this document aresubject to change without notice. We at Intuit are committed to bringing you great online servicesthrough QuickBooks. Occasionally, we may decide to update our selection and change our serviceofferings, so please check www.quickbooks.com for the latest information, including pricing andavailability, on our products and services.My QuickBooks License Number:My QuickBooks Product Number:
Contents1 WelcomeWelcomeHow to Use This Guide2 Installing and Setting Up QuickBooks1223What’s in this chapter4Hardware and software requirements5Processor, memory, and disk space for QuickBooks on Windows XP5Processor, memory, and disk space for QuickBooks on Windows Vista 5Additional hardware and software5Integration/compatibility requirements5Firewall and antivirus software compatibility6Multi-user installation requirements6Network setup7Installing QuickBooks8New user installation9Existing user (upgrader) installation10Troubleshooting installation problems13Registering QuickBooks15Getting the latest updates to QuickBooks1616Converting data from other applicationsQuicken16QuickPayroll to QuickBooks Payroll17Excel17QuickBooks Pro for Macintosh17Peachtree17QuickBooks Online Edition18Microsoft Office Accounting18Setting Up Your Company in QuickBooks19Create your company file19Completing your company setup21Next steps253 Learning QuickBooksGetting Around QuickBooksUsing the Home page to move around in QuickBooksFinding your data in the QuickBooks CentersDisplaying multiple windows or one windowAdding icons to the icon barGetting Answers to Your QuestionsFree help and supportPaid supportUsing in-product Help27282829313132323233iii
Check out the QuickBooks Learning CenterUsing the QuickBooks CoachWorking with a Certified QuickBooks ProAdvisorQuickBooks BasicsHow to work with QuickBooks listsWriting checks versus paying bills4 Essential TasksSetting Up Your BusinessChanging QuickBooks to work the way you doAdding an AccountAdding CustomersAdding VendorsAdding ItemsEntering an opening balance for sales tax liability (what you owe)Setting up your PayrollSetting up EmployeesMoney InCreating an EstimateCreating an InvoiceEntering Sales ReceiptsReceiving a PaymentMaking a DepositMoney OutPaying BillsWriting ChecksIssuing Credits or RefundsPaying EmployeesManaging Your BusinessUsing Reports to see how your business is doingMemorizing a report for reuseAdditional Services and SolutionsQuickBooks Solutions Marketplace5 New FeaturesWhat’s New in QuickBooks 2008QuickBooks Pro EditionQuickBooks Premier EditionAccountant Edition 8384858789919293959697991001001021026 Frequently Asked Questions105Index107Keyboard Shortcuts113iv
1 Welcome
WelcomeWelcome to QuickBooks. Whether you’ve been running your business for years or are juststarting out, having an organized, efficient way to manage your business can save you time,money, and a lot of frustration.Use this Startup and Quick Reference Guide to get up and running as fast as possible. Inthis guide, you’ll learn about: How to install QuickBooks and set up your company file Important QuickBooks terms and concepts How to get around in QuickBooks Where to look for help when you have questions How to perform common tasks New features for QuickBooks 2008Note: Since this guide covers multiple editions of QuickBooks, the name “QuickBooks” is used to referto any of these editions. When information in this guide applies to a specific edition of QuickBooks, thespecific edition name will be used.How to Use This 00 Verify that your computer meets QuickBooks system requirementsInstall QuickBooksUpdate your company file (upgraders)Convert data from other applicationsCreate and set up your company fileLearn how to get help if you have questionsLearn about essential QuickBooks tasksLearn about new features in this version of QuickBooks
2 I nstalling andSetting UpQuickBooks
Installing and Setting Up QuickBooksNote: If you want to convert data from Quicken, follow the installation instructions on page 8 and thenrefer to “Converting data from other applications” on page 16.What’s in this 16Page19 Hardware and software requirementsInstallation overviewNew user installation and setupExisting user (upgrader) installation and setupTroubleshooting installation problemsRegistering QuickBooksGetting the latest updates to QuickBooksConverting data from other applicationsSetting up your company in QuickBooks
Installing QuickBooksHardware and software requirementsProcessor, memory, and disk space for QuickBooks on Windows XP At least 1.8GHz processor (2.0GHz recommended) At least 256MB of RAM (512MB recommended) for a single user At least 512MB of RAM for multiple, concurrent users 1 GB of disk space (additional space required for data files)Processor, memory, and disk space for QuickBooks on Windows Vista At least 2.0GHz processor At least 512MB of RAM (1GB recommended) 1 GB of disk space (additional space required for data files)Additional hardware and software Windows Vista , Windows XP (SP2 or later required), Windows 2003 Server, or WindowsServer 2008 (database only; not client) operating system 4x CD-ROM drive Optimized for 1024x768; supports 800x600 using Small Fonts in your Windows ControlPanel Display settingsIntegration/compatibility requirementsQuickBooks is compatible with these products, which are sold separately. If you plan to use features that integrate with Microsoft Word or Microsoft Excel (suchas for preparing letters or for importing and exporting QuickBooks data and reports), youneed Microsoft Word 2000, 2002, 2003, or 2007 or Microsoft Excel 2000, 2002, 2003,or 2007. (More RAM enhances the use of these features.) If you want to synchronize with contact management software, you need MicrosoftOutlook 2000, 2002, 2003, or 2007. Contact synchronization with Outlook requiresQuickBooks Contact Sync for Outlook (downloadable for free fromwww.quickbooks.com/contact sync). Compatible with QuickBooks Customer Manager v2.0 and later and QuickBooks ClientManager v2.0 and later. Compatible with QuickBooks Point of Sale 4.0 and later. Business Planner functionality requires Adobe Reader 5.0 and later. QuickBooks Payroll subscriptions and online features/services require Internet accesswith at least a 56 Kbps connection speed (DSL or cable modem recommended).
Firewall and antivirus software compatibilityIf you use firewall or antivirus software, QuickBooks 2008 has been tested with thefollowing products. Microsoft Windows XP Firewall (all editions) Microsoft Windows Vista Firewall (all editions) Symantec Norton AntiVirus, Internet Security Suite McAfee Anti-Virus Trend PC-Cillin Zone Labs ZoneAlarmIn some cases it might be necessary to adjust settings in these products to ensurethe best possible performance with QuickBooks. For more information about firewallconfiguration, search for “firewall settings” in the in-product Help.Using firewall software on a networkIf firewall software is running while you install QuickBooks, a prompt will ask if you want toallow QuickBooks components to have access to the network. For QuickBooks to operateproperly (especially in a multi-user environment) these components (FileManagement.exe,QBDBMgrN.exe, QBGDSPlugin.exe, and QBW32.exe) must be allowed to access the network.Different firewall software applications use different languages when prompting you. Besure to choose an option that does not block connections to QuickBooks components.Also, some firewall and antivirus software can affect QuickBooks performance. If youexperience performance issues you think are related to your firewall software, refer to thefirewall documentation or contact your firewall vendor for assistance. For more informationabout firewall configuration, search for “firewall settings” in the in-product Help.Multi-user installation requirementsQuickBooks enables you to have up to five users access QuickBooks files on a network atthe same time.In a multi-user environment, QuickBooks (or the QuickBooks Server) must be installed onthe computer on which the company file is stored. Each user must have a QuickBookslicense and must: Have a valid License Number and Product Number. For a 3-User Value-Pack, use thenumbers from the Value Pack. Install the same version year of QuickBooks. For example, all users must haveQuickBooks 2008. Have read/write access and create/delete rights to the directory where the company fileis stored.To enable other users to work in the company file, the company file must be stored on acomputer on your network, and you need to complete some additional installation andsetup steps on the computer where the company file is stored.
Installing QuickBooksNote: The number of users who can access the company file at the same time is determined by thenumber of licenses you purchase, up to a maximum of 5 users accessing the file at the same time.Network setupFor network hosting setupTo run QuickBooks in a network hosting environment, you must have Windows 2000, XP, orMicrosoft Vista installed.In a network hosting environment, each computer has its own full version of QuickBooksinstalled; however, the QuickBooks company file is located on only one computer, whichmust be turned on and available on the network. Networks set up for hosting files do notuse a dedicated file server, so a single, dedicated computer is not required to share files.Thus, all the networked computers have the option to share their resources.For example, you might run your small business by using QuickBooks on two computers—yours and one that’s used by an employee. In this case, you still need to set up a simplenetwork to share your company file. Otherwise, you’ll need to make a backup of yourcompany file to move it or e-mail it between the two computers.Note: Windows XP users must have at least Standard user rights and Windows 2000 users must havePower Users Group rights to write to the registry keys and be able to run QuickBooks.For dedicated server setupTo run QuickBooks in a network environment with a dedicated server, you must haveWindows 2000, Windows 2000 Server, Windows 2003 Server, Windows XP Professional,Windows XP Home Edition (not recommended) or Microsoft Vista.Networks with a dedicated server have at least one computer (the server) dedicated tosharing files, printers, or other resources. You only store your company file on the server;you do not run QuickBooks on this computer. During installation you will choose to installthe Database Server version of QuickBooks.To run a dedicated server, you should be running Microsoft Windows 2000 or lateroperating system. See “Additional hardware and software” on page 5 for Windows ServicePack recommendations.
Installing QuickBooksThis section explains how to install QuickBooks on a computer and how to begin using theprogram after installation.During installation, you will be asked some basic questions. For example, at the beginning ofthe installation process, you must specify whether you’re installing QuickBooks for one useror for more than one user. Each choice you make determines the next set of choices.The decision tree in Figure 1 shows the options offered during installation and how yourchoices affect the installation process. The notes on either side of the tree explain why youwould choose a particular option.QuickBooks installation choicesChoose One user if you arethe only person who willuse QuickBooks. Forexample, at your homeand/or office.Choose Full QuickBookswith Database if you willrun QuickBooks on thiscomputer.Choose Allow accessto other users to allowQuickBooks users on othercomputers to access company files on this computer.One userMore than one userFull QuickBookswith DatabaseAllow accessto other usersDatabaseserver onlyDo not allow accessto other usersChoose More than oneuser if multiple users willuse QuickBooks at yoursite and will access thesame company file.Choose Database serverOnly to install only theQuickBooks database(not the QuickBooks)application). No one willrun QuickBooks on thiscomputer.Choose Do not allowaccess to other users toprevent QuickBooksusers on other computersfrom accessing companyfiles on this computer.Figure 1. Questions you will need to answer during the installation interviewAfter you insert the QuickBooks CD, the installer will guide you through the installationprocess. The following pages include step-by-step instructions to help you through theinstallation process. New QuickBooks users should refer to the “New user installation”section on page 9; owners of a previous version of QuickBooks should refer to the“Existing user (upgrader) installation” section on page 10.Note: If you previously installed QuickBooks from a trial CD, download, or some other mechanism, youmight have chosen to receive a “Reinstall Pack.” The Reinstall Pack includes a QuickBooks CD and thisdocumentation. You do not need to reinstall QuickBooks unless you are moving QuickBooks to anothercomputer or replacing the installation on your current computer. Keep the reinstallation disk as a backupfor later use.
Installing QuickBooksNew user installationYou are a new user if you are installing QuickBooks for thefirst time. If you are upgrading from a previous version ofQuickBooks (not from another accounting tool), refer toExisting user (upgrader) installation on page 10.To install and start QuickBooks:➊ Shut down all running programs, including antivirusprograms.➋ Insert the QuickBooks CD in your computer’s CD-ROMdrive.➌ Follow the onscreen instructions. For help decidingwhich installation options to choose, refer to thediagram on page 8.➍ To start QuickBooks, double-click the QuickBooks iconon the desktop or click the Windows Start buttonand then click QuickBooks from the Programs group.Next stepsCreate your QuickBooks company fileFor detailed information about creating your company fileand setting up your company in QuickBooks, see “SettingUp Your Company in QuickBooks” on page 19.Set up QuickBooks for multiple usersIf you’ve purchased multiple copies of QuickBooks or a3-User Value Pack, multiple users can simultaneouslyaccess QuickBooks files over a network. Refer to page 6for system requirements to run QuickBooks in a multi-userenvironment.Did You Know?Back up your previousaccounting systemIf you have an existingbusiness, make sure thatyou’ve backed up yourfinancial records fromyour previous accountingsystem. The IRSrequires you to keep thisinformation for 10 years.You should also keep anysoftware and hardwarethat your previousaccounting system used,or have printouts of all theinformation and accountingreports.Troubleshoot errormessagesIf you receive anerror message duringinstallation, and restartingyour system does notresolve the problem, youcan search for informationabout the error messageat: www.quickbooks.com/installation.After you install QuickBooks on each computer on yournetwork and set up your company file, you need to performthese additional tasks: Set up user names and passwords for each user. You willneed to assign one user to be the Administrator whodefines all other users’ access. Refer to the in-productHelp for instructions on setting up user names andpasswords. Share the folder that contains your QuickBooks companyfile across your network. You can press F2 while inQuickBooks to locate your company file. See youroperating system’s documentation to learn more aboutsharing folders.
Register each copy of QuickBooks, as described in “Registering QuickBooks” on page 15. Turn on multi-user mode for each computer on your network.➊ Go to the File menu and click Switch to Multi-user Mode.➋ Click Yes.You may need to expand the number of people who work on QuickBooks in the future. Eachadditional user must have his or her own license. For more information, see “How do Ipurchase additional user licenses so I can add users to my QuickBooks?” on page 106.Existing user (upgrader) installationYou are an upgrader if you are upgrading from a previous version of QuickBooks (not fromanother accounting tool). If you are installing QuickBooks for the first time, refer to “Newuser installation” on page 9.If you own a previous version of QuickBooks and are upgrading to QuickBooks 2008, youmust first install the new program and then update your company file.To install QuickBooks:➊ Shut down all running programs, including antivirus programs.➋ Insert the QuickBooks CD in your computer’s CD-ROM drive.➌ Follow the onscreen instructions. For help deciding which installation options tochoose, refer to the diagram on page 8.➍ After installation, the File Management Tool might instruct you to move your companyfiles or to perform some additional installation modifications. Follow the onscreeninstructions.➎ To start QuickBooks, double-click the QuickBooks iconon the desktop or click theWindows Start button and then click QuickBooks from the Programs group.Next stepsUpdate your QuickBooks company fileFor instructions to update your company file, see “To update your QuickBooks file” onpage 11.Set up QuickBooks for multiple users:If you’ve purchased multiple copies of QuickBooks or a 3-User Value Pack, multiple userscan simultaneously access QuickBooks files over a network. Refer to page 6 for systemrequirements to run QuickBooks in a multi-user environment.After you install QuickBooks on each computer on your network and set up your companyfile, you need to perform these additional tasks: Set up user names and passwords for each user. You will need to assign one user to bethe Administrator who defines all other users’ access. Refer to the in-product Help forinstructions on setting up user names and passwords.10
Installing QuickBooks Share the folder that contains your QuickBooks companyfile across your network. You can press F2 while inQuickBooks to see the location of your company file. Seeyour operating system’s documentation to learn moreabout sharing folders. Register each copy of QuickBooks, as described in“Registering QuickBooks” on page 15. Turn on multi-user mode for each computer on yournetwork.➊ G o to the File menu and click Switch to Multi-userMode.➋ Click Yes.You may need to expand the number of people who workon QuickBooks in the future. Each additional user m
Keyboard Shortcuts 113. 1 Welcome. 2 Welcome Welcome to QuickBooks. Whether you’ve been running your business for years or are just . QuickBooks enables you to have up to five users access QuickBooks files on a network at the same time. In a multi-user environment, QuickBooks (or the QuickBooks Server) must be installed on .
QUICK REFERENCE CATALOG 2008 QR QUICK REFERENCE SERVICE PARTS CATALOG 14.95 USD. T A B L E O F C O N T E N T S QUICK REFERENCE CATALOG TABLE OF CONTENTS SECTION 01 - SWITCHES . Set/resume 01969997 Multi-function gauge 01656487 High idle. QUICK REFERENCE CATALOG Switches 1-1
OC How-To Quick Reference Guide. FEMA-NIMS@fema.dhs.gov . National Engagement for Draft Emergency Operations Center (EOC) How-To Quick Reference Guide . Attached for your review is a working draft of the National Incident Management System (NIMS) EOC How-To Quick Reference Guide. The purpose of this guide is to introduce the
LOGIQ e GE Healthcare. 2 LOGIQ e Quick Card The Quick Card is a quick reference to operation. Please refer to Basic User Manual for detailed information. Control Panel 1 15 14 6 7 13 12 5 11 4 10 3 9 2 8. LOGIQ e Quick Card 3 The Quick Card is a quick reference to operation. Please refer to Basic User Manual for detailed information.
LOGIQ e Quick Card 10 11 LOGIQ e Quick Card The Quick Card is a quick reference and not does not replace the User Manual. Please refer to the Basic User Manual for complete safety and operation information. The Quick Card is a quick reference and not does not replace the User Manual. Please refer to the Basic User Manual for complete safety
MVP Health Care Cigna Quick Reference Guide 3-12 Author: MVP Health Care Subject: MVP Health Care Cigna Quick Reference Guide 3-12 Keywords: MVP Health Care, Cigna, Quick Reference, Guide, Provider, 2012 Created Date: 11/30/2016 12:37:34 PM
1ST GRADE 2019 QUICK REFERENCE GUIDE 5 INTRODUCTION This Quick Reference Guide for The North Carolina Standard Course of Study is a resource for teachers as they plan instruction to implement the North Carolina Standard Course of Study across multiple content areas . There are nine Quick Reference Guides available – one for each of the grade levels from kindergarten through 8th grade .
6TH GRADE 2019 QUICK REFERENCE GUIDE 5 INTRODUCTION This Quick Reference Guide for The North Carolina Standard Course of Study is a resource for teachers as they plan instruction to implement the North Carolina Standard Course of Study across multiple content areas . There are nine Quick Reference Guides available – one for each of the grade levels from kindergarten through 8th grade .
4TH GRADE 2019 QUICK REFERENCE GUIDE 5 INTRODUCTION This Quick Reference Guide for The North Carolina Standard Course of Study is a resource for teachers as they plan instruction to implement the North Carolina Standard Course of Study across multiple content areas . There are nine Quick Reference Guides available – one for each of the grade leve
