Do I Need QuickBooks or QuickBooks Pro?

Separating Farm and Personal Funds...Or Not (How to Bend the Rules)

Cash vs. Accrual Accounting

Single- vs. Double-entry Accounting

The EasyStep Interview

Setting Preferences

Setting Up QuickBooks for Your Printer(s)

About QuickBooks Lists

Setting Up a Chart of Accounts

Setting Up Classes: Enterprise Information and More

Items: Identifiers for the Things You Buy and Sell

Name Lists: Customers, Vendors, and More

New Users: Try the Navigator

Keep Your Records Current!

Use the Reminders Window

Manage Your Bill Payments with QuickBooks

Use QuickFill to Speed Transaction Entry

Let QuickBooks Help You Reconcile Your Checkbook and Credit Cards

Use Memorized Transactions?

Let QuickBooks Print Your Checks!

Use QuickBooks’ Inventory Features Carefully

Learn to Use Forms and Registers

Where to Enter Farm Expenses ...as Checks? ...Bills? ...Credit Card Charges?

Working with Bank Accounts

Entering Checks

Deducting Cash Discounts from a Check or a Bill

Printing Checks from QuickBooks

Working with Bills

Entering Bills from Vendors (Accounts Payable)

Entering & Applying Credits on Account (Issued by a Vendor)

Handling a Refund of Your Account’s Credit Balance (from a Vendor)

Paying Bills and Applying Credits on Account

Using Purchase Orders to Keep Track of Ordered Items

Paying Expenses with the Farm’s Cash (Petty Cash)

Paying Farm Expenses with Non-Farm Funds (Personal Cash, Checks, or Credit Cards)

Working with Credit Cards

Where to Enter Farm Sales/Income ...in a Deposit? ...Cash Sale? ...Invoice?

Entering Sales the Simple Way, as a Bank Deposit

Entering Deductions (Yardage, Hauling, Commissions, etc.) from Bank Deposits

Withholding Cash from a Bank Deposit

Income from Refunds & Rebates

Recording Sales Dollars and Quantities: The Cash Sales Form

Entering Deductions (Yardage, Hauling, Commissions, etc.) on Cash Sales Forms & Invoices

A Simple Way to Track What You’re Owed: “Pending” Cash Sales

Need to Track Customer Accounts and Print Statements? Use Invoices

Entering Farm Income Received as Cash

Including Quantity Information in Your Transactions

Entering Two Quantities in Income and Expense Transactions (Requires ManagePLUS)

Entering Quantities as Mathematical Formulas

Tracking Weighted Average Grade or Quality Information (Requires ManagePLUS)

Handling Farm Production as Inventory: a Grain Inventory Example

Keeping Track of Livestock Purchased for Resale

Entering Milk Sales Income

Recording Patronage Dividend Income (Distributions from Cooperatives)

Tracking Forward Contracts as Pending Cash Sales

Your Tax Planning & Tax Preparation Options

The “Best” Way to Keep Track of Cash Spending & Cash Income

Maintaining the Farm’s Cash Fund (Petty Cash)

Using a Non-Farm Funds Account

Keeping Non-Farm Income & Expense Records in the Farm Accounts

Automating Recurring Transactions

Managing QuickBooks Lists: Reordering, Merging, Deleting, and Hiding List Entries

Simple Fixed Asset Accounting for Tax Records

Accounting for Market Value Balance Sheets

Accounting for Asset Book Values: Depreciation & Other Stuff

Setting Up Accounts for Loan Liabilities

Entering Loan Proceeds (Receiving Borrowed Funds)

Entering Loan Payments

Getting Information on Loan Payments and Unpaid Balances

Report Basics: The Profit and Loss Report

Preparing a Balance Sheet Report

Preparing Income Tax Reports

QuickBooks Data Files

Backing Up Your Records

When Something Seems Wrong: Verifying/Rebuilding/Restoring Data Files

Keeping Transaction Details: Archiving and Condensing the Company File