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

We have updated the book with the most relevant and improved content for the latest version of 2023. The new edition helps you master QuickBooks® with ease! This book covers company file setup, A/R and A/P reports, payroll setup, bank transactions, and more. Optimize your bookkeeping today!

Purchase of the print or Kindle book includes a free eBook in the PDF format.

Key Features

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

Book Description

Whether you have bookkeeping experience or not, handling the financial side of your growing business requires expertise. With Mastering QuickBooks® 2022, Third Edition, you'll learn how to use QuickBooks® to 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.

Throughout the book, you'll be guided by an experienced Certified Public Accountant and Advanced Certified QuickBooks ProAdvisor – 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.

This book will also teach you 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

• Tackle bookkeeping concepts and the typical bookkeeping and financial accounting cycle
• Discover QBO's new features and what the whole line-up offers
• Track everything from billable and non-billable time to expenses and profit
• Generate key financial reports for accounts, customers, jobs, and invoice items
• Understand the complete QuickBooks payroll process

Who this book is for

Small business owners, bookkeepers, and accounting students who want to start using QuickBooks more effectively will all get plenty of practical know-how from this book.

While this guide is appropriate for beginners, it can also serve as an exhaustive resource for those with some bookkeeping experience and those studying to become a QuickBooks Certified User.

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