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

Customizing sales templates

QuickBooks allows you to create custom sales forms to match your brand and style. Taking the time to customize sales templates will allow you to create professional-looking forms so that your customers can easily see what they owe and make payments online in just a few minutes. You can customize invoices, estimates, and sales receipt templates. Follow these steps to learn how to customize these sales templates:

  1. Click on the gear icon and select Custom Form Styles from the Your Company column, as shown in the following screenshot:

  1. Click on the New style button and select a sales template to customize:

  1. The following window will display four areas you can customize for sales templates:

The following is a brief explanation of the information you can customize in each of these four areas:

  • Design: The design section allows you to create your template style and format. You will select a template design, add your company logo, add your brand colors...