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

Managing Customer, Vendor, and Products and Services Lists

QBCU
1.3.1
1.3.2
1.3.3
1.3.4

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 United...