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

Managing Customer, Vendor, and Products and Services Lists

Now that you’ve created your company files, it’s time to add the people you do business with on a regular basis. This includes your customers to whom you sell your products and services, and the vendors from whom you purchase services and supplies. We will also cover how to create your products and services list in QuickBooks Online so that you can keep track of your sales.

In this chapter, we will cover the following key concepts:

  • Managing customer lists in QuickBooks Online
  • Managing vendor lists in QuickBooks Online
  • Managing products and services lists in QuickBooks Online

By the end of this chapter, you will understand how to add, edit, delete, and merge customers, vendors, and products and services that you sell.

The US edition of QBO was used to create this book. If you are using a version that is outside of the US, results may differ.

Please note the...