QuickBooks 2021 For Dummies. Stephen L. Nelson

comparison, many brothers and sisters working in big-company corporate America are furiously trying to fit their round pegs into painfully square holes. Yuck.

      You’re wondering, of course, what any of this has to do with this book or with QuickBooks. Quite a lot, actually. The whole purpose of this book is to make it easier for you to run (or work in) a small business by using QuickBooks.

About This Book

      As you start your reading, though, I want to tell you a couple of things about this book.

      First off, know that I fiddled a bit with the Windows and QuickBooks display settings. I noodled around with the font settings and some of the colors, for example. The benefit is that the pictures of the QuickBooks windows and dialog boxes in this book are easier to read. And that’s good. But the cost is that my pictures look a little bit different from what you see on your screen. And that’s not good. In the end, however, what the publisher found is that people are happier with increased readability.

      Next point: To make the best use of your time and energy, you should know about the conventions that I use in this book. Those conventions are as follows:

       When I want you to type something, such as With a stupid grin, Martin watched the tall blonde strut into the bar and order grappa, it’s in bold type. When I want you to type something that’s short and uncomplicated, such as Jennifer, it still appears in boldface type.

       Except for passwords, you don’t have to worry about the case of the letters you type in QuickBooks. If I tell you to type Jennifer, you can type JENNIFER or follow poet e. e. cummings’s lead and type jennifer.

       Whenever I tell you to choose a command from a menu, I say something like “Choose Lists ⇒ Items,” which simply means to first choose the Lists menu and then choose Items. The ⇒ separates one part of the command from the next part.

       You can choose menus, commands, and dialog-box elements with the mouse. Just click the thing you want.

       When I provide step-by-step descriptions of tasks — something I do regularly within the pages of this tome — I describe the tasks by using bold text and then, below the boldfacing, give a more detailed explanation. You can skip the text that accompanies the step-by-step boldface directions if you already understand the process.

Foolish Assumptions

      I make three assumptions about you:

       You have a PC running Microsoft Windows. (I took pictures of the QuickBooks windows and dialog boxes while using Windows 10, in case you’re interested.)

       You know a little bit about how to work with your computer.

       You have or will buy a copy of QuickBooks for each computer on which you want to run the program.

      

This book works for QuickBooks 2021 (and with the equivalent version of QuickBooks Enterprise Solutions), although in a pinch, you can probably use it for QuickBooks 2019 or 2020 too. (I have to say, however, that if you have QuickBooks 2019, you may want to return this book and trade it in for QuickBooks 2019 For Dummies by yours truly. Furthermore, even though I’m no fortune-teller, I’m willing to predict that you’ll be able to buy a QuickBooks 2022 For Dummies book when QuickBooks 2022 comes out.)

Icons Used in This Book

      

The Tip icon marks tips (duh!) and shortcuts that you can use to make QuickBooks easier.

      

Remember icons mark the information that’s especially important to know. To siphon off the most important information in each chapter, just skim these icons.

      

The Technical Stuff icon marks information of a highly technical nature that you can normally skip.

      

The Warning icon tells you to watch out! It marks important information that may save you headaches when working with QuickBooks.

Beyond the Book

      This book is packed with information about using and benefiting from QuickBooks. But you’ll be glad to know, I’m sure, that you can find additional relevant content at the https://www.dummies.com website. Type QuickBooks 2021 in the Search field on the site to see a list of relevant articles.

      There's also an online Cheat Sheet, which is a handy reference that you’ll use over and over, and you can refer to it when you don’t have the book handy. Just type QuickBooks 2021 For Dummies Cheat Sheet in the Search field at https://www.dummies.com.

Where to Go from Here

      This book isn’t meant to be read from cover to cover like some James Patterson page-turner. Instead, it’s organized into tiny, no-sweat descriptions of how you do the things you need to do. If you’re the sort of person who just doesn’t feel right not reading a book from cover to cover, you can (of course) go ahead and read this thing from front to back. You can start reading Chapter 1 and continue all the way to the end (which means through Chapter 20 and the appendixes).

I don’t think this from-start-to-finish approach is bad, because I tell you a bunch of stuff (tips and tricks, for example) along the way. I tried to write the book in such a way that the experience isn’t as rough as you may think, and I really do think you get good value from your reading.

      But you also can use this book the way you’d use an encyclopedia. If you want to know about a subject, you can look it up in the table of contents or the index; then you can flip to the correct chapter or page and read as much as you need or enjoy. No muss, no fuss.

      I should mention one thing, however: Accounting software programs require you to do a certain amount of preparation before you can use them to get real work done. If you haven’t started to use QuickBooks yet, I recommend that you read the first few chapters of this book to find out what you need to do first.

      Finally, if you haven’t already installed QuickBooks and need help, jump to Appendix A, which tells you how to install QuickBooks in ten easy steps. And if you’re just starting with Microsoft Windows, peruse Chapter 1 of the Windows User’s Guide or one of these books on your flavor of Windows: Windows 7 For Dummies, Windows 8.1 For Dummies, or Windows 10 For Dummies, all by Andy Rathbone (and all from John Wiley & Sons, Inc.).

Part 1

      Quickly into QuickBooks

IN THIS PART …

      Understand the big-picture stuff about why, how, and when you install the QuickBooks accounting software.

      Get practical stratagems and common-sense tactics