Running Quickbooks 2009 Premier Editions: The Only Definitive Guide To The Premier Editions

Running QuickBooks® 2009 Premier Editions Kathy Ivens CPA911 Publishing, LLC Philadelphia PA Running QuickBooks 2009 Premier Editions ISBN Number 10-digit: 1-932925-04-X 13-digit: 978-1-93-292504-3 Published by CPA911 Publishing, LLC November 2008 Copyright 2008-2009 CPA911 Publishing, LLC CPA911 is a Registered Trademark of CPA911 Publishing, LLC. All rights reserved. No portion of the contents of this book may be reproduced in any form or by any means without the written permission of the publisher. The publisher and author have used their best efforts to make sure the information in this book is reliable and complete. They make no representations or warranties for the accuracy or completeness of the contents of this book, and specifically disclaim any implied warranties. The publisher and author disclaim any responsibility for errors or ommissions or the results obtained from the use of the information in this book. QuickBooks is a registered trademark of Intuit Inc., and is used with permission. Screen shots reprinted by permission of Intuit Inc. Windows, Microsoft Excel and Microsoft Word are registered trademarks of Microsoft Corporation, and are used with permission. Screen shots reprinted by permission from Microsoft Corporation. A Note to the Reader From the Publisher The QuickBooks Premier editions have features not available in QuickBooks Pro. This book provides explanations and instructions for the features of interest to users of the Premier editions of QuickBooks 2009. This book does not contain basic instructions for all the features in QuickBooks; instead, it’s assumed that you have some knowledge of the software. Covering all the features of the Premier editions, as well as all the information on using QuickBooks basic features, would require a book of over 1200 pages; it just can’t be done in one volume. If you're just starting with QuickBooks, you can learn all the basics by reading QuickBooks 2009: The Official Guide, from McGraw-Hill Publishing. Throughout this book you'll find references to that book. The references to QuickBooks 2009: The Official Guide in this book are specific references to the edition that’s sold in your favorite bookstores, written by Kathy Ivens. This is not the same book that Intuit makes available for download as an e-book to users who purchase QuickBooks Premier editions (the e-book is also named QuickBooks 2009: The Official Guide). This page intentionally left blank Acknowledgments Cover Design: Matthew Ericson Production: InfoDesign Services (www.infodesigning.com) Indexing: After Words Editorial Services (www.aweditorial.com) The author owes a great debt of gratitude to the people at Intuit, Inc. for diligent attention to my questions, and unfailing generosity and expertise in providing explanations. In particular I want to thank Alvin Lee, Abdenour Bezzouh, Jon Burt, Angela Cheung, Victoria Dolginsky, Pranay Kapadia, Puja Ramani, Mark Russell, and Laurie Wood for their timely and clear responses to my frequent questions and comments as I prepared this book. Kathy Ivens This page intentionally left blank Table of Contents Acknowledgments .......................................................................................v Chapter 1: Getting Started ..................................................................1 Installation Tips ...........................................................................................2 Change the Default Install Settings............................................................................2 Upgrading QuickBooks..........