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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:
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Entity
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Discussed in:
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Chart of Accounts
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Chapter 4 (Chart of Accounts)
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Payroll items
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Chapter 12 (Payroll)
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Employee names
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Chapter 12 (Payroll)
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Memorized Transactions
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Chapter 7 (Recording Sales)
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Time Activities
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Chapter 18 (Time Accounting)
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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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