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MikeBlockQuickBooksCPA - 25 Sep 2008
Lists: Describe your particular business
QuickBooks organizes many of the basic building blocks of doing business into "lists". This is where you tell
QuickBooks what your business looks like.
In Chapter 4 we worked with the
Chart of Accounts, a "list" of all the accounts you use in your business. This chapter concentrates mainly on Items and Names (the whats and whos of your business). Many other lists XE "lists" appear in
QuickBooks. If you click on
Lists in the menu bar and at the bottom of the menu on
Other Lists, you should see the following entries.
- Chart of Accounts*
- Items
- Payroll items*
- Customers
- Vendors
- Employees*
- Other Names
- Customer Types
- Vendor Types
- Job Types
- Classes
- Terms
- Payment Methods
- Ship via
- Reminders
- To-do Notes
- Customer messages
- Memorized Transactions*
- Time Activities*
* Entities discussed in other places:
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Entity
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Discussed in:
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Chart of Accounts
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Chapter 4 (Chart of Accounts)
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Payroll items
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Chapter 12 (Payroll)
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Employee names
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Chapter 12 (Payroll)
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Memorized Transactions
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Chapter 7 (Recording Sales)
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Time Activities
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Chapter 18 (Time Accounting)
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Maintenance and reporting of all lists is as described in Chapter 4, Chart of Accounts.
Payroll items are an entity unto themselves, found on a list entirely separate from the items list.