Book Image

Mastering QuickBooks 2022 - Third Edition

By : Crystalynn Shelton
Book Image

Mastering QuickBooks 2022 - Third Edition

By: Crystalynn Shelton

Overview of this book

Whether you have bookkeeping experience or not, handling the financial side of your growing business requires expertise. With Mastering QuickBooks® 2022, Third Edition, you’ll learn how to use QuickBooks® to build the perfect budget, simplify tax return preparation, manage inventory, track job costs, generate income statements and financial reports, and perform all accounting-related tasks with ease. Throughout the book, you’ll be guided by an experienced Certified Public Accountant and Advanced Certified QuickBooks ProAdvisor – from setup to core features and beyond. This new edition has every chapter revised to cover a range of new features and updates available, including smart invoicing and cash flow projections. You'll learn how to create multilingual invoices, track mileage, work with a cash flow dashboard that helps you with cash forecasting and planning reports, and upload batches of bills and checks. This book will also teach you how to manage sales tax, including how to set up, collect, track, pay, and report sales tax payments. In addition to this, you’ll explore how to export reports to Google Sheets, use the custom chart builder, import budgets, and perform smart reporting. By the end of this book, you'll be well-versed with QuickBooks and have the confidence to manage all your bookkeeping tasks with ease.
Table of Contents (27 chapters)
Free Chapter
1
Section 1: Setting Up Your Company File
8
Section 2: Recording Transactions in QuickBooks Online
13
Section 3: Generating Reports in QuickBooks Online
18
Section 4: Managing Employees and Contractors
21
Section 5: Closing the Books and Handling Special Transactions
24
Other Books You May Enjoy
25
Index

Exporting reports

QBCU
5.2.2

In this section, we will cover how to export reports to Excel and PDF. In the next section, we will show you the step-by-step process of emailing reports directly from QuickBooks.

When you run a report in QuickBooks, the export data menu will automatically appear in the upper-right corner, as indicated here:

Figure 11.19: Multiple ways to export a report from QBO

The following is a brief explanation of each icon:

  • Envelope: Click on the envelope icon if you want to email a report directly from QuickBooks.
  • Printer: The printer icon is used if you would like to print a hard copy of a report.
  • Paper: The icon that resembles a sheet of paper with an arrow going through it is used to export reports to Excel or PDF.

We will discuss exporting reports to Excel first.

Exporting reports to Excel

As discussed in the previous section, if you need the ability to manipulate the data on a report or...