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

QuickBooks Online Advanced

QuickBooks Online (QBO) Advanced is the top-tier QuickBooks Online subscription plan. As mentioned in the first chapter, it includes all of the features found in QBO Simple Start, QBO Essentials, and QBO Plus, in addition to many more features. Some of the features are as follows: you can add up to 25 users, it includes 48 additional custom fields, you can create customized performance charts, it has granular user permissions similar to QuickBooks Desktop Enterprise, it has workflow automation to reduce manual tasks, it offers the ability to import invoices and budgets, and it allows you to do batch data entry. These are just a few of the many features included in QBO Advanced.

QBO Advanced is ideal for businesses that are currently using QBO Plus and have outgrown it, as well as current QuickBooks Desktop Enterprise customers looking to move to the cloud. The ideal business has more than 10 employees, sales receipts that exceed $500,000, and annualized...