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CHAPTER 2

CHAPTER 2. CHAPTER 2 OVERVIEW QuickBooks Security QuickBooks Chart of Accounts Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

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Page 1: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

CHAPTER 2

Page 2: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

CHAPTER 2 OVERVIEW

QuickBooks Security

QuickBooks Chart of Accounts

Customizing QuickBooks

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 3: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

QuickBooks without security precautions...

…is likeleaving your

front door unlocked and

standing open!

QUICKBOOKS SECURITY

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 4: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Without restricted access, an intruder has open accessto your entire accounting system!

QUICKBOOKS SECURITY

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 5: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

To prevent unauthorized access to your QuickBooks accounting system, use:

User IDs

Passwords

Restricted access

QUICKBOOKS SECURITY

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 6: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

USER ID AND PASSWORD

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 7: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

RESTRICTED ACCESS

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 8: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Beware the Coffee breakbandit....

…when QuickBooks is left open

on unattended computers.

QUICKBOOKS SECURITY

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 9: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

CHART OF ACCOUNTS

Lists accounts and account numbers

Automatically created by QuickBooks

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 10: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

CHART OF ACCOUNTS

Balance Sheet AccountsProfit and Loss AccountsNonposting Accounts

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 11: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

ACCOUNT CATEGORIES

Nonposting Accounts: Purchase Orders & Estimates

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 12: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

QUICKBOOKS LISTS

Lists provide supporting detail:Customer ListVendor ListEmployee ListItem ListPayroll Item ListClass List

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 13: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

CUSTOMIZE THE CHART OF ACCOUNTS

Add accountsUpdate accountsShow account numbers

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 14: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

CUSTOMIZE THE CHART OF ACCOUNTS

Edit accountsDelete accountsPrint account listing

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 15: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

CUSTOMIZE COMPANY SNAPSHOT

RemindersTo do listsAlerts manager

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

Page 16: CHAPTER 2. CHAPTER 2 OVERVIEW  QuickBooks Security  QuickBooks Chart of Accounts  Customizing QuickBooks COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009

TURN TO CHAPTER 2

VISIT THE ONLINE LEARNING CENTERWWW.MHHE.COM/ULMER2009

VISIT THE STUDENT BLOGWWW.QUICKBOOKSBLOG.INFO

To Learn More....

COMPUTER ACCOUNTING WITH QUICKBOOKS PRO 2009