Stroup Loredana - QuickBooks 2012 For Dummies

QuickBooks For Dummies, UK Edition

by Stephen L. Nelson, CPA, MBA (finance), MS (taxation) and Loredana Stroup, DPhil, MBA

QuickBooks For Dummies, UK Edition

Published by
John Wiley & Sons, Ltd
The Atrium
Southern Gate
Chichester
West Sussex
PO19 8SQ
England

Email (for orders and customer service enquires): Copyright 2012 John Wiley & Sons, Ltd, Chichester, West Sussex, England Published by John Wiley & Sons Ltd, Chichester, West Sussex, England

All rights reserved. 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 under the terms of the Copyright, Designs and Patents Act 1988 or under the terms of a licence issued by the Copyright Licensing Agency Ltd., Saffron House, 6-10 Kirby Street, London EC1N 8TS, UK, without the permission in writing of the Publisher. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Ltd, The Atrium, Southern Gate, Chichester, West Sussex, PO19 8SQ, England, or emailed to , or faxed to (44) 1243 770620.

Trademarks: Wiley, the Wiley 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 affiliates in the United States and other countries, and may not be used without written permission. QuickBooks is a registered trademark of Intuit Corporation. All other trademarks are the property of their respective owners. John Wiley & Sons, Ltd. is not associated with any product or vendor mentioned in this book.

QuickBooks product screenshots courtesy of Intuit Corporation.

Limit of Liability/Disclaimer of Warranty: The publisher, the author, and anyone else in preparing this work make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without 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 organization 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 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002.

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

Wiley also publishes its books in a variety of electronic formats and by print-on-demand. Some content that appears in standard print versions of this book may not be available in other formats. For more information about Wiley products, visit us at www.wiley. com .

British Library Cataloguing in Publication Data: A catalogue record for this book is available from the British Library.

ISBN 978-1-119-96894-8 (paperback); ISBN 978-1-119-94064-7 (ebook); 978-1-119-94065-4 (ebook); 978-1-119-94066-1 (ebook)

Printed and bound in Great Britain by TJ International, Padstow, Cornwall

10 9 8 7 6 5 4 3 2 1

About the Authors

Stephen L. Nelson, CPA, MBA (finance), MS (taxation), has a simple purpose in life: He wants to help you (and people like you) manage your business finances by using computers. Oh, sure, this personal mandate wont win him a Nobel Prize or anything, but its his own little contribution to the world.

Steves experiences mesh nicely with his special purpose. A CPA in Redmond, Washington, his past small business experience includes a stint as an adjunct professor of taxation (S corporations and limited liability companies) at Golden Gate University graduate tax school and a few years working as a senior consultant and CPA with Arthur Andersen & Co. (er, yeah, that Arthur Andersen but, hey, it was nearly 30 years ago). Steve, whose books have sold more than 4 million copies in English and have been translated into 11 other languages, is also the bestselling author of Quicken 2012 For Dummies.

Loredana Stroup, DPhil (Oxon), MBA, has over a decade of experience working with businesses in various capacities including management consulting, software training, and technology systems design and integration. Her passion is to help people run their businesses more efficiently and effectively, especially through the use of proven digital technologies. She founded and runs Alta Training Limited which specialises in QuickBooks setups, training, and troubleshooting. Intuit, the maker of QuickBooks, has recognised her expertise and tapped it in the development, testing and launching of QuickBooks (UK), and also in engaging her to write training materials and deliver training programmes across the country.

Dedications

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

Stephen L. Nelson

To my family.

Loredana Stroup

Authors Acknowledgments

Hey, reader, lots of folks spent lots of time working on this book to make QuickBooks easier for you. You should know who these people are. You may just possibly meet one of them someday at a produce shop, squeezing cantaloupe, eating grapes, and looking for the perfect peach.

First, a huge thanks to the wonderful folks at Intuit who helped me by providing the beta software and other friendly assistance for this and past editions of this book.

Another big thank-you goes to the editorial folks at Wiley Publishing, Inc., including Kevin Kirschner (project editor), Teresa Artman (copy editor), and Bob Woerner (executive editor). Thanks also to David Ringstrom for his technical assistance and superb attention to detail. Finally, thanks, too, to the composition staff.

Stephen L. Nelson

First ly , my wholehearted and affectionate thanks to Saxby and Saskia for their patience, to George for his enthusiasm and strong support , and to Carmen and Aurel for their special practical help that made this book possible.

Secondly, a huge thank you to the team at John Wiley & Sons, especially Sara Shlaer (senior project editor), Shena Deuchars (copy editor), and Chris Webb (associate publisher). Thank you to Antony Stemp for his technical assistance, and to the very helpful team at Intuit for supporting this project in many ways.

Loredana Stroup

Publishers Acknowledgments

Were proud of this book; please send us your comments at http://dummies.custhelp.com . For other comments, please contact our Customer Care Department within the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002.