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

Summary

We have introduced you to the Report Center and covered all of the different types of reports available at your fingertips. You have learned how to run reports, edit the data on reports, and save your changes. We have shown you how to share your data by printing a hard copy, exporting the information to Excel, saving to PDF format, and emailing directly from QuickBooks. This will help you to safely and securely share information on a need-to-know basis instead of giving access to your company data.

In the next chapter, we will dive deeper into business overview reports. As discussed at the beginning of this chapter, business overview reports provide insight into the overall health of your business. The profit and loss statement, balance sheet report, statement of cash flows, and budgeting/forecasting tools available are included in business overview reports.

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