Book Image

Mastering QuickBooks 2021 - Second Edition

By : Crystalynn Shelton
Book Image

Mastering QuickBooks 2021 - Second Edition

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 independently. This latest edition of Mastering QuickBooks takes you through the range of new features and updates available in QuickBooks Online (QBO). Creating multilingual invoices, tracking mileage, working with a cash flow dashboard that helps you with cash forecasting and planning reports, and uploading a batch of bills and checks are just a few of the new features covered in this edition. As you progress, you’ll learn how to manage sales tax, including how to set up, collect, track, pay, and report sales tax payments. Dedicated sections will also take you through new content focused on the latest features in the QBO line-up, while also showing you the different types of businesses that can benefit from QBO Advanced. In addition to this, you’ll explore how to export reports to Google Sheets, use the custom chart builder, import budgets, perform smart reporting with Fathom, and much more. By the end of this QuickBooks book, you'll be well-versed with the features of QuickBooks and have the confidence to manage all your bookkeeping tasks with ease.
Table of Contents (26 chapters)
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

Overview of the QuickBooks app center

The layout of the app center is very simple to use. You can easily search for apps, see a list of the apps you have added, and check out apps that have been recommended based on the type of business you have. Let's take a look at the layout of the app center:

  1. On the left menu bar, click on Apps to navigate to the App Center, as follows:

  1. The App Center will be displayed, as shown in the following screenshot:

The five key areas of the QuickBooks App Center featured in the preceding screenshot are as follows:

  • Find Apps: If you are looking for an app, you want to make sure that you are on this tab. You can search for apps in two ways, that is, by typing in the name of the app or browsing by category.
  • My Apps: Click on this tab if you want to see which apps are currently connected to your QuickBooks data.
  • Search options: If you know the name of the app you are searching for, you can simply type the name of the app into the...