Book Image

Mastering QuickBooks 2020

By : Crystalynn Shelton
Book Image

Mastering QuickBooks 2020

By: Crystalynn Shelton

Overview of this book

Intuit QuickBooks is an accounting software package that helps small business owners to manage all their bookkeeping tasks. Its complete range of accounting capabilities, such as tracking income and expenses, managing payroll, simplifying taxes, and accepting online payments, makes QuickBooks software a must-have for business owners and aspiring bookkeepers. This book is a handy guide to using QuickBooks Online to manage accounting tasks and drawing business insights by generating reports easily. Using a fictitious company, the book demonstrates how to create a QuickBooks Online account; customize key settings for a business; manage customers, vendors, and products and services; generate reports; and close the books at the end of the period. QuickBooks records your debits and credits, so you don't need to learn accounting. However, you will find out what happens under the hood and understand how your financial statements are impacted by what you do in QuickBooks. You'll also discover tips, shortcuts, and best practices that will help you save time and become a QuickBooks pro. By the end of this book, you'll have become well-versed with the features of QuickBooks and be able to set up your business and manage all bookkeeping tasks with ease.
Table of Contents (19 chapters)

Report Center Overview

Now that you know how to enter income and expenses into QuickBooks, it's time to learn how to generate reports to gain insight into the overall health of your business. In this chapter, we will show you how to navigate the report center, give you an overview of the reports available, show you how to customize reports to meet your business needs, and how to share those reports with your accountant and business stakeholders.

Understanding how to run reports will help you to gain insight into all aspects of your business. Having access to your income, expenses, and other key performance indicators will help you to make good business decisions.

The following topics will be covered in this chapter:

  • Navigating the report center
  • Reports available in the report center
  • Customizing reports
  • Exporting reports
  • Sending reports via email
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