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

Giving other users access to your QuickBooks data

The ability to give other users access to your data is one of the many benefits of using QBO. With the exception of QBO Advanced, which includes three accountant users, the other QBO subscriptions include access for two accountant users and access for one or more additional users. There are five types of users that you can create in QBO:

  • Standard user
  • Company administrator
  • Reports-only
  • Time tracking
  • Accountant

We will discuss each of these in more detail in the following subsections.

Standard user

You can give the standard user full or limited access to your QBO data, excluding administrative privileges. You can choose to give the standard user full access, access to customers and vendors, access to customers only, or access to vendors only.

Go through the following steps to create a standard user:

  1. From the gear icon, select Manage users in the YOUR COMPANY column,...