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3fletch
01-03-2011, 12:05 PM
Hello,

I bought Quickbooks for Mac 2010 last year shortly after the first of the year.... to make a long story short, I messed up my first attempt (and several follow-on attempts) to switch from hard copy ledger business accounting to the Quickbooks software... but... then it got to be too late in the year for me to capture the whole year without significant back entries.... so here I am a year later hoping to succeed for the 2011 business year.

I have a small S-Corp consulting business with gross revenue of about $300K per year... my business year is Jan-Dec and I am set up on a "cash basis" of accounting with income and expenses recorded when received/paid rather than when earned/incurred.

I need to account for "hours worked", travel expenses, business expenses, invoicing, accounts receivable, accounts payable, check writing, payroll, federal and state income tax, Medicare, Soc Security, unemployment insurance (federal and state), etc, etc...

I am looking for the "sequence of steps" I need to take to begin using/set up the necessary files in the Quickbooks software so I do not overlook the efficient sequence of steps... I am not looking for the "quick start" but rather the "efficient start", with enough detail in the instructions so I am not left wondering if I am executing the step correctly.

I have tried to use the 500 some-odd page instructional book that came as a file with the software but I have not succeeded... my grasp of the accounting language/lexicon/terms is less than average, I am sure, which has created much of my difficulty...

If this forum, or anyone reading this post, has access to just such an "idiot's guide" to beginning with Quickbooks for Mac, please send it to me at threefletch@me.com... or send me a link... or point me to a book store/author, etc...

Thanks in advance!!

Mike/3fletch

Lorry
01-12-2011, 01:20 AM
Hello and welcome to this forum. Well I am also new to this and having same problem. :(
Sorry for that but when I say this thread then hope I'll ask you but you also having the same problem. Hope someone help us soon. . .
Thanks.

3fletch
01-12-2011, 05:29 AM
After 8 days with no helpful replies.... I suppose I need to seek a different forum for newbie questions... y'all take care!

DebraMyBookkeep
01-12-2011, 04:47 PM
Hello,

I bought Quickbooks for Mac 2010 last year shortly after the first of the year.... to make a long story short, I messed up my first attempt (and several follow-on attempts) to switch from hard copy ledger business accounting to the Quickbooks software... but... then it got to be too late in the year for me to capture the whole year without significant back entries.... so here I am a year later hoping to succeed for the 2011 business year.

I have a small S-Corp consulting business with gross revenue of about $300K per year... my business year is Jan-Dec and I am set up on a "cash basis" of accounting with income and expenses recorded when received/paid rather than when earned/incurred.

I need to account for "hours worked", travel expenses, business expenses, invoicing, accounts receivable, accounts payable, check writing, payroll, federal and state income tax, Medicare, Soc Security, unemployment insurance (federal and state), etc, etc...

I am looking for the "sequence of steps" I need to take to begin using/set up the necessary files in the Quickbooks software so I do not overlook the efficient sequence of steps... I am not looking for the "quick start" but rather the "efficient start", with enough detail in the instructions so I am not left wondering if I am executing the step correctly.

I have tried to use the 500 some-odd page instructional book that came as a file with the software but I have not succeeded... my grasp of the accounting language/lexicon/terms is less than average, I am sure, which has created much of my difficulty...

If this forum, or anyone reading this post, has access to just such an "idiot's guide" to beginning with Quickbooks for Mac, please send it to me at threefletch@me.com... or send me a link... or point me to a book store/author, etc...

Thanks in advance!!

Mike/3fletch
Start by turning on the time tracking if you haven't already. I am a proadvisor although not too familiar with the MAC version. I can get you all the answers you need.
To turn on time tracking:
1. From the Edit menu, choose Preferences.
2. Click Time & Expenses in the left panel.
Then click the Company Preferences tab.
3. Make sure Yes is selected as the answer to
the question “Do You Track Time?”
4. Click OK to save the preference setting.
i have the entire lesson saved to a PDF but it is too big to post here.
let me know if I cna help you.

DebraMyBookkeep
01-12-2011, 04:49 PM
Hello and welcome to this forum. Well I am also new to this and having same problem. :(
Sorry for that but when I say this thread then hope I'll ask you but you also having the same problem. Hope someone help us soon. . .
Thanks.
Start by turning on the time tracking if you haven't already. I am a proadvisor although not too familiar with the MAC version. I can get you all the answers you need.
To turn on time tracking:
1. From the Edit menu, choose Preferences.
2. Click Time & Expenses in the left panel.
Then click the Company Preferences tab.
3. Make sure Yes is selected as the answer to
the question “Do You Track Time?”
4. Click OK to save the preference setting.
i have the entire lesson saved to a PDF but it is too big to post here.
let me know if I cna help you.

3fletch
01-12-2011, 07:10 PM
DebraMyBookkeep... thank you very much for the response with help... please feel free to send the pdf file to the email address in my first post. Again, thanks for your time and your help