Mastering QuickBooks® 2022: The bestselling guide to bookkeeping and the QuickBooks Online accounting software, 3rd Edition - Softcover

Shelton, Crystalynn

Softcover

ISBN 10: 1803244283 ISBN 13: 9781803244280

Publisher: Packt Publishing, 2022

Synopsis

This third edition of the bestselling Mastering QuickBooks® is updated for 2022 and now goes above and beyond the topics covered on the QuickBooks Certified User (QBCU) exam

Key Features

• Learn QuickBooks Online (QBO) from scratch and get confident with best practices
• Fully revised with the latest updates to QuickBooks Online
• Brush up with everything you need to prepare for the QBCU exam

Book Description

Handling the financial side of your growing business requires expertise. What if there’s an easier path to manage accounting and track profits? With Mastering QuickBooks® 2022, Third Edition, you can 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.

Crystalynn Shelton is an experienced Certified Public Accountant and Advanced Certified QuickBooks ProAdvisor who will guide you through using QuickBooks Online, 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.

You’ll also learn 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.

What you will learn

• Get to grips with bookkeeping concepts and the typical bookkeeping and financial accounting cycle
• Set up QuickBooks for both product-based and service-based businesses
• Discover the new features of QBO and find out what the QBO line-up offers
• Track everything from billable and non-billable time and expenses to profit
• Generate key financial reports for accounts, customers, jobs, and invoice items
• Understand the complete QuickBooks payroll process and track payments made to 1099 contractors
• Manage various bank and credit card accounts linked to your business

Who this book is for

This QuickBooks book is for small business owners, bookkeepers, and accounting students who want to learn QuickBooks Online and understand how to use it effectively.

Whether you’re a bookkeeping beginner, have some experience already, or are studying to become a QuickBooks Certified User, this book will help you learn to use Intuit QuickBooks Online confidently.

Table of Contents

1. Getting Started with QuickBooks Online
2. QuickBooks Online Advanced
3. Company File Setup
4. Migrating to QuickBooks Online
5. Customizing QuickBooks for Your Business
6. Managing Customer, Vendor, and Products, and Services lists
7. Managing Sales Tax
8. Recording Sales Transactions in QuickBooks Online
9. Recording Expenses in QuickBooks Online
10. Reconciling Downloaded Bank and Credit Card Transactions
11. Report Center Overview
12. Business Overview Reports
13. Customer Sales Reports in QuickBooks Online
14. Vendor and Expenses Reports
15. Managing Payroll in QuickBooks Online
16. Managing 1099 Contractors in QuickBooks Online
17. Closing the Books in QuickBooks Online
18. Handling Special Transactions in QuickBooks Online
19. Shortcuts and Test Drive
20. QuickBooks Certified User Exam Objectives

About this title

About the Author

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years of experience in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!

Edition details

• Publisher: Packt Publishing
• Publication date: 2022
• Language: English
• ISBN 10: 1803244283
• ISBN 13: 9781803244280
• Binding: Paperback
• Edition number: 3
• Number of pages: 482