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

Priority Circle membership

Another feature that sets QBO Advanced apart from other QBO subscriptions is it includes membership in Priority Circle. Priority Circle membership gives you access to three types of services: a dedicated account team, 24/7 premium support, and QBO on-demand training. These services are ideal if you have a medium or large team that needs to get up and running on QuickBooks quickly. Unlimited access to these services is included in the QBO Advanced subscription, so there is no additional charge.

Here is a brief description of the services included in Priority Circle membership:

  • Dedicated account team: This includes access to a team of QBO experts who can provide answers to the most common product-related questions. These experts will be familiar with your business when you call in, which will ensure that the answers you receive are applicable to your business needs.
  • 24/7 premium support: This service includes front-of-the-queue access from the support team. This...