Do You Need to Use QuickBooks' 固定资产 Tools?

Much of the work you do in QuickBooks is short-term. 你发一张发票，然后付款. Your purchase order is fulfilled, and the products move into your inventory. You run payrolls and submit their related taxes and other payments.

管理你的生命周期 固定资产 是一个例外. Fixed assets are physical entities that you purchase to help your business generate revenue, 像房地产, 烤箱:汽车或商用烤箱. By definition, they must be in use for over 12 months.

QuickBooks可以帮助你追踪这些, but both the value of your company and your tax obligations--and the sale price, should you eventually sell them--are affected by how the book value of your 固定资产 is depreciated. It's important that you work closely with us over the life of each one. 你 可以 do on your own, though, is to maintain absolutely accurate records in this area.

两条路径

The best time to start recording information about a fixed asset is while you're creating a transaction related to its purchase. You 可以 build an item record for it as you're filling out the 项 的部分 Enter Bills, Write Checks, Enter Credit Card Charges or 采购订单.

Let's say you're writing a check for a 新 company truck. 你会去 银行业|开支票 然后填空. 单击 项目 选项卡下面 备忘录 场, and then click the down arrow in the 项 场. Scroll up to the top of the list if necessary and select . 你会看到这个菜单:

点击 固定资产 打开 新项目 窗口.

不需要的交易

There may be times when you'll want to create an item record for a fixed asset when you're not processing a transaction. 这种情况包括:

• 现金购买
• Transfer of a personal asset to your company
• Purchase of a fixed asset with personal funds, or
• 购买多种物品.

要做到这一点，请单击 列表 菜单和选择 固定资产项目清单. If you’re adding a 新 one, right-click anywhere in the list part of the screen and select 新 (or click the down arrow next to the 项 button in the lower left of the screen and click 新). 相同的 新项目 窗口 that you opened from the check-writing screen appears.

你已经选择了 固定资产 随着 类型，所以光标应该在 资产名称/数量 场. Enter an easy-to-recognize name so that you’ll be able to quickly identify it in reports. 选择正确的 资产帐户 (ask us if you're not sure) and type a description in the 购买的描述 场, clicking the correct button for 新 or 使用.

进入 日期 购买，成本和成本 供应商/收款人. 不要担心 销售信息 场s until--and if--you eventually sell the asset.

下 资产信息，输入 资产描述 (you 可以 write a lengthier description here), its 地点、PO号 如果适用, 序列号 以及保修期. 添加 笔记 if you 'd like, and you're done--unless you want to incorporate 自定义字段. 如果是，请单击 自定义字段 然后按右上方的按钮 定义字段.

(We 可以 provide the depreciation and book value numbers under 固定资产经理.)

Your fixed asset records are critical elements of QuickBooks. You may be storing similar information elsewhere in your office records, 但QuickBooks需要它, 太, so you'll have a comprehensive accounting of your company's value.

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