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I’d like to thank the other members of the QuickBooks for Mac team, especially Brooks Bell and Devon Hubbard. Also, this book is a generation of other guides that came before it. I’m very grateful for those guides. A super-special thank-you to Shelly King, without whom this guide would not exist.  \nCopyright and trademarks  \n© 2023 Intuit Inc. All rights reserved.  \nSTATEMENTS IN THIS DOCUMENT REGARDING THIRD-PARTY STANDARDS OR SOFTWARE ARE BASED ON INFORMATION MADE AVAILABLE BY THIRD PARTIES. INTUIT AND ITS AFFILIATES ARE NOT THE SOURCE OF SUCH INFORMATION AND HAVE NOT INDEPENDENTLY VERIFIED SUCH INFORMATION. THE INFORMATION IN THIS DOCUMENT IS SUBJECT TO CHANGE WITHOUT NOTICE.  \nTrademarks and Patents  \nIntuit, the Intuit logo, and QuickBooks are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Features and services within QuickBooks products may be the subject matter of panding and issued U.S. patents assigned to Intuit Inc.  \nImportant  \nTerms, conditions, features, service offerings, prices, and hours referenced in this document are subject to change without notice. We at Intuit are committed to bringing you great online services through QuickBooks. Occasionally, we may decide to update our selection and change our service offerings, so please check [www.quickbooks.com](www.quickbooks.com) for the latest information, including pricing and availability, on our products and services.  \nQBM UG (2309-1)  \nii QuickBooks Mac Plus User’s Guide  \nContents  \nCHAPTER 1  \nWelcome to QuickBooks Mac Plus 1  \nRunning QuickBooks 2  \nSystem requirements 2  \nIntegration/compatibility requirements 2 Installing and upgrading QuickBooks 2 One Intuit ID 3  \nConverting your file from QuickBooks for  \nWindows 4  \nWhat’s New? 4  \nNew to QuickBooks? 4  \nCreating company file 4  \nNext steps 6  \nImporting customers, vendors, and employees 8  \nBefore you start 8  \nTo import your contacts 8  \nTroubleshooting 9  \nEntering historical transactions 9  \nWhy enter my historical transactions?9 Do I wait to enter current transactions  \nuntil I get the historical data in? 10  \nOrder matters 10  \nEntering vendor transactions 11  \nEntering customer transactions 12  \nEntering bank and credit card transactions 14  \nSwitching from Windows? 17  \nQuickBooks Windows vs. Mac: What’s the difference? 17  \nConverting your file from Windows 17 What is and isn’t converted when you switch to QuickBooks Mac Plus 18 Opening your file on different Macs 22 Finding your company file 23  \nExchanging your file with your  \naccountant 24  \nUsing QuickBooks in multiuser mode 25  \nSetting up multiuser 26  \nStep One: Buy and install additional  \nuser seats 25  \nStep Two: Install QuickBooks Server 26  \nStep Three: Create user accounts 26  \nStep Four: Start multiuser mode 26  \nQuickBooks Server 27  \nWhere to store your file 28  \nOther things to know about multiuser  \nmode 29  \nLogging in and out of QuickBooks 29  \nForgot your Password? 29  \nCHAPTER 2  \nLists 31  \nHow to use lists 32  \nClasses list 33  \nEmployees list 33  \nOther names list 34  \nCustomer and Vendor Profile lists 35  \nTerms for payment 36  \nPayment methods 37  \nOther things you can do with lists 38  \nMerging list entries 38  \nExporting names for mail merge 39  \nInactive list entries 39  \nDeleting an item from a list 40  \nAdding what’s important to you with Custom Fields 40  \nAdding custom fields 40  \nTips and tricks: Quick Add and Setup 42  \nCHAPTER 3  \nAccounts 43  \nTypes of accounts 44  \nBalance sheet accounts 44  \nIncome and expense accounts 45  \nYour Chart of Accounts 45  \nAdding or editing accounts 46  \nAdding subaccounts 48  \nDeleting an account 49  \nNumbering your accounts 50  \nCombining two accounts 51  \nWorking with registers 51  \nOpening a regi","cbCaimdxHOsNNTr5","https://ap.wps.com/l/cbCaimdxHOsNNTr5","pdf",6690230,308,"English","# CHAPTER 1\n## Welcome to QuickBooks Mac Plus\n## Running QuickBooks\n## System requirements\n## Installing and upgrading QuickBooks\n## Converting your file from QuickBooks for Windows\n## What’s New?\n## Creating company file\n## Importing customers, vendors, and employees\n## Troubleshooting\n## Entering historical transactions\n## Switching from Windows?\n## QuickBooks Windows vs. Mac: What’s the difference?\n## Exchanging your file with your accountant\n## Using QuickBooks in multiuser mode\n## Logging in and out of QuickBooks\n## Forgot your Password?\n# CHAPTER 2\n## Lists\n## How to use lists\n## Classes list\n## Employees list\n## Other names list\n## Customer and Vendor Profile lists\n## Terms for payment\n## Payment methods\n## Merging list entries\n## Exporting names for mail merge\n## Inactive list entries\n## Deleting an item from a list\n## Adding what’s important to you with Custom Fields\n## Tips and tricks: Quick Add and Setup\n# CHAPTER 3\n## Accounts\n## Types of accounts\n## Balance sheet accounts\n## Income and expense accounts\n## Your Chart of Accounts\n## Adding or editing accounts\n## Adding subaccounts\n## Deleting an account\n## Numbering your accounts\n## Combining two accounts\n## Working with registers\n## Using a general journal\n# CHAPTER 4\n## Items\n## Types of items\n## Adding or editing items\n## Creating service and charge items\n## Creating items for inventory\n## Creating subtotal items\n## Creating group and discount items\n## Creating tax items\n## Importing items in batches\n## Changing the price of items\n## Creating subitems\n# CHAPTER 5\n## Getting paid\n## Customer Center\n## Adding or editing a customer\n## Payment info (if you use Merchant Services)\n## Contact Sync\n## Payment Reminders\n## Setting up jobs\n## Sending your customer an invoice\n## Invoicing a customer over time (progress invoicing)\n## Invoicing groups of customers\n## Sales: Batch invoicing\n## Statement charges","[{\"question\":\"How do I install or upgrade QuickBooks Mac Plus?\",\"answer\":\"Use the guide’s “Installing and upgrading QuickBooks” section, which also addresses related requirements. It directs you through getting the software ready for use on Mac.\"},{\"question\":\"What is covered when switching from QuickBooks for Windows to QuickBooks Mac Plus?\",\"answer\":\"The guide explains how to convert your file, what is and isn’t converted, and how to open your file on different Macs. It also includes troubleshooting topics relevant to the conversion.\"},{\"question\":\"How do lists work in QuickBooks Mac Plus?\",\"answer\":\"The “Lists” chapter explains how to use lists, including classes, employees, customer and vendor profile lists, terms for payment, and payment methods. It also covers merging entries, exporting for mail merge, and using custom fields.\"},{\"question\":\"How does the guide help me get paid using Customer Center and invoices?\",\"answer\":\"The “Getting paid” chapter covers using Customer Center, setting up payment reminders, sending invoices, progress invoicing over time, invoicing groups and batches, and creating statements and statement charges.\"}]","QuickBooks Mac Plus User’s Guide - September 2023 | PDF",1792705335,776]