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

Sending reports via email

QBCU
5.2.2

Sending reports via email involves the same steps required to export reports to Excel and PDF format.

  1. Click on Reports on the left menu bar, make sure you have selected the right reporting group, and choose the report you wish to send.
  2. Once the report has appeared, click on the icon that resembles an envelope, as follows:

    Figure 11.30: Clicking the Email report icon

  3. Click on the Email option, as follows:

    Figure 11.31: Selecting the Email report option

  4. The following window will appear:

    Figure 11.32: Completing the required fields to email the report directly from QBO

    The following is a brief description of the fields that need to be completed:

    • To: Enter the email address of each recipient in this field. You can enter multiple email addresses by putting a comma (,) in-between each one.
    • CC: Enter the email address for each recipient...