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

Accessing the QBO Advanced test drive account

To demonstrate the key concepts outlined in the introduction to this chapter, we will use the QBO Advanced test drive account. This account includes data for Craig’s Design and Landscaping Services, a fictitious business. There are a couple of ways in which you can access the test drive account. You can log in to your existing QBO account, click the Help icon, and type test drive in the search field. The second way to access the test drive account is to paste the URL into a new web browser page. Copy the URL in step 4 and bookmark it for next time.

Follow these steps to access the QBO Advanced test drive account:

  1. Log in to your existing QBO account.
  2. Click on the Help icon located in the upper-right corner of the home page, as indicated here:

Figure 17.1: The Help icon

  1. In the QB Assistant pane that pops up, click the test drive button as indicated by the first arrow in the figure below...