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Chapter 4
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Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
Chapter 18
Chapter 19
Chapter 20
Chapter 21
Chapter 22
Chapter 23
Chapter 24
Chapter 25
Chapter 26
Chapter 27
Chapter 28
Glossary
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Chapter 6

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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:

Entity

Discussed in:

Chart of Accounts

Chapter 4 (Chart of Accounts)

Payroll items

Chapter 12 (Payroll)

Employee names

Chapter 12 (Payroll)

Memorized Transactions

Chapter 7 (Recording Sales)

Time Activities

Chapter 18 (Time Accounting)

 

 

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.

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Last modified: May 21, 2004