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

Finding Apps and Handling Special Transactions in QuickBooks Online

So far, we have covered the most common transactions for which small businesses use QuickBooks. However, there are a few more topics that we would like to share with you. While some of these may not apply to your business when you are starting out, it’s a good idea to be aware that they exist.

First, we will start by using apps in QBO. Apps are a great way to help you streamline day-to-day business tasks that can be time-consuming. Next, we will show you how to record credit card payments from customers. This is an excellent way to get paid faster. Third, we will show you how to create professional-looking sales templates. If you have several expenses that you pay weekly, monthly, or quarterly, you should set them up as recurring transactions. We will also cover how to create and manage recurring transactions in this chapter. If you have a business loan or line of credit, you need to keep track of payments...