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

Index

Symbols

1099 contractors

paying 368

setting up 366, 367, 368

tracking 368

1099 plans

e-file 373

print and mail 373

1099 year-end reporting 368, 369

performing 369, 370, 371, 372, 373

A

accountant

inviting, to access QuickBooks data 392, 393

accountant user 146

access, providing 147, 148

accounts

reconciling 258, 259, 260, 261, 262

accounts payable (A/P) 5, 269

accounts payable (A/P) aging report 330

customizing 332, 333

generating 330, 331

accounts receivable aging report (A/R aging report)

customizing 317, 318

generating 316

accrual basis accounting 379

Advanced settings 85, 88

accounting 87

automation 87

categories 87

chart of accounts 87

company type 87

currency 88

other preferences 88

projects 87

time tracking 87

app center

overview 397

apps, in QBO

benefits 396

finding, for business 399, 400

risks 396

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