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Chapter 1
Getting it together
Planning your work is
somewhere between worthwhile and absolutely
essential. QuickBooks always follows an
accounting plan. That plan may be
whatever happens, or it may be a plan
carefully devised by you and/or your
accountant. The program has many
capabilities, but it also has some
limitations. Before setting up your
company file, read Chapter 3, which lays out
the parameters involved in devising an
accounting plan. If your company has
already been set up, this chapter may give
you some ideas for improvements.
Most calls in Tech Support
were ho-hum, but one stands out as
painful. I will never forget talking to
the man who had guided his wife into working
three days, entering data into a QuickBooks
DOS company file in order to get it into a
report that he wanted. I found myself
having to tell him that the reporting system
would just not return this data, a fact he
did not want to hear. A plan, based on knowledge of what the program can do, helps to avoid such situations. Some time invested in trying out a small amount of data can also save much time and many headaches, to say nothing of marital strain. This does not have to be in your real company file. A second file can be set up as your learning place.
To deal with the details
or peculiarities of working in QuickBooks, I
have tried to describe its operation as
correctly and completely as is
feasible. Some people will find too
much detail, and others will wish for
more. I trust it will be right for most.
Now and then users see
that things that just do not work properly,
usually indicating problems with program or
data files. A call to Tech Support may
well prove necessary, but I have included
some things to try first.
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