Book Image

Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition

By : Crystalynn Shelton
Book Image

Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition

By: Crystalynn Shelton

Overview of this book

Mastering QuickBooks® 2023 is a comprehensive guide that covers everything you need to know to master QuickBooks, from setting up your accounts and managing your transactions to generating reports and integrating with other software. With step-by-step instructions, real-world examples, and practical tips and tricks, this book is designed to help small business owners, independent contractors, and bookkeepers optimize their financial management and streamline their business operations.
Table of Contents (28 chapters)
1
Section I: Setting Up Your Company File
7
Section II: Recording Transactions in QuickBooks Online
12
Section III: Generating Reports in QuickBooks Online
17
Section IV: Managing Employees and Contractors
19
Section V: Closing the Books and Handling Special Transactions
24
QuickBooks Certified User Exam Objectives
25
Other Books You May Enjoy
26
Index
Appendix

Navigating the Report Center

In this section, we will cover how the Report Center is organized so that you can easily locate a report. The Report Center includes several pre-built reports that can give you summaries or detailed information about various aspects of your business. It is organized into three main sections: Standard, Custom reports, and Management reports. The majority of the reports are located in the Standard reports section.

To access the Report Center, follow the steps below:

  1. Click on Reports located on the left menu bar as indicated here:

Figure 10.2: Navigating to the Report Center

  1. Click on the Standard tab as indicated below:

Figure 10.3: Selecting Standard reports

  1. Standard reports are categorized into the following nine reporting groups:
    • Favorites: You can mark your most frequently used reports as favorites and they will be listed in the Favorites group. To add a report to your Favorites...