MASTERING QUICKBOOKS 2022: THE BESTSELLING GUIDE TO BOOKKEEPING AND THE QUICKBOOKS ONLINE ACCOUNTING SOFTWARE.

SHELTON, CRYSTALYNN.

Детальная информация

Название	MASTERING QUICKBOOKS 2022: THE BESTSELLING GUIDE TO BOOKKEEPING AND THE QUICKBOOKS ONLINE ACCOUNTING SOFTWARE.
Авторы	SHELTON CRYSTALYNN.
Выходные сведения	[S.l.]: PACKT PUBLISHING, 2022
Коллекция	Электронные книги зарубежных издательств ; Общая коллекция
Тематика	Accounting — Computer programs. ; Small business — Accounting — Computer programs. ; Small business — Finance — Computer programs. ; Petites et moyennes entreprises — Comptabilité — Logiciels. ; Petites et moyennes entreprises — Finances — Logiciels. ; EBSCO eBooks
Тип документа	Другой
Тип файла	PDF
Язык	Английский
Права доступа	Доступ по паролю из сети Интернет (чтение, печать, копирование)
Ключ записи	on1294317237
Дата создания записи	31.01.2022

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Cover
Copyright
Contributors
Table of Contents
Preface
- Section 1: Setting Up Your Company File
Section 1: Setting Up Your Company File
Chapter 1: Getting Started with QuickBooks Online
- What is QuickBooks?
- Exploring QuickBooks Online editions
- Choosing the right QuickBooks Online edition
  - QBO Simple Start
  - QBO Essentials
  - QBO Plus
  - QBO Advanced
- Creating a QuickBooks Online account
- Navigating in QuickBooks Online
  - QuickBooks Online dashboard and left navigation bar
  - QuickBooks Online icons
  - QuickBooks Online menus
- Small business bookkeeping 101
  - Recording sales
  - Recording expenses
  - Recording inventory and fixed asset purchases
  - Recording liabilities
  - Understanding the chart of accounts
  - Choosing an accounting method
  - Understanding how double-entry bookkeeping works
- Summary
Chapter 2: QuickBooks Online Advanced
- Accessing the QBO Advanced test drive account
- Setting up customized fields
- Managing customized user permissions
- Using workflow automation
- Importing invoices and budgets into QuickBooks Online
  - Importing budgets into QuickBooks Online
- Batch-creating invoices in QuickBooks Online
- Smart Invoicing
- Reclassify transactions
- Custom reminders
- DocuSign integration
- Using online backup and restore
- Utilizing the performance center and custom charts
- Fathom reporting app
- Priority Circle membership
- Summary
Chapter 3: Company File Setup
- Key information and documents required to complete the company file setup in QuickBooks Online
- Setting up company preferences in QuickBooks Online
  - Company settings
  - Billing & Subscription settings
  - Usage settings
  - Sales settings
  - Expenses settings
  - Payment settings
  - Advanced settings
- Summary
Chapter 4: Migrating to QuickBooks Online
- Questions to ask yourself in preparation for data conversion
- Choosing your QuickBooks start date
- Converting from another accounting software or Excel to QBO
  - Recording details of historical data in QBO
  - Importing data into QBO
  - Recording a summary journal entry of historical data in QBO
- Reasons not to convert from QuickBooks Desktop to QBO
  - Functionality not available in QBO
  - QuickBooks Desktop data that will not convert to QBO
- Converting QuickBooks Desktop data to QBO
  - Checking the target count
  - Creating a QBO account
  - Backing up your QuickBooks Desktop file
  - Checking for updates
  - Running the QuickBooks Desktop conversion to QuickBooks Online tool
  - Logging in to QBO
  - Verifying that all of your data was converted
- Summary
Chapter 5: Customizing QuickBooks for Your Business
- Customizing the chart of accounts list
  - Adding a new account to the chart of accounts list
  - Importing a chart of accounts list
  - Editing accounts on the chart of accounts list
  - Inactivating an account on the chart of accounts list
  - Reactivating an account on the chart of accounts list
  - Merging accounts in QuickBooks Online
- Connecting bank accounts to QuickBooks Online
  - Importing banking transactions automatically
  - Uploading banking transactions from an Excel CSV file
- Connecting credit card accounts to QuickBooks Online
  - Importing credit card transactions automatically
  - Uploading credit card transactions from an Excel CSV file
- Giving other users access to your QuickBooks data
  - Standard user
  - Company administrator
  - Reports-only user
  - Time tracking user
  - Accountant user
- Summary
Chapter 6: Managing Customer, Vendor, and Products and Services Lists
- Managing customer lists in QuickBooks Online
  - Manually adding customers in QuickBooks Online
  - Importing customers into QuickBooks Online
  - Making changes to existing customers in QuickBooks Online
  - Inactivating customers in QuickBooks Online
  - Merging customers in QuickBooks Online
- Managing vendor lists in QuickBooks Online
  - Manually adding vendors in QuickBooks Online
  - Importing vendors into QuickBooks Online
  - Making changes to existing vendors in QuickBooks Online
  - Inactivating vendors in QuickBooks Online
  - Merging vendors in QuickBooks Online
- Managing products and services lists in QuickBooks Online
  - Manually adding products and services in QuickBooks Online
  - Importing products and services in QuickBooks Online
  - Making changes to existing products and services in QuickBooks Online
  - Inactivating products and services in QuickBooks Online
  - Merging products and services in QuickBooks Online
- Summary
- Section 2: Recording Transactions in QuickBooks Online
Section 2: Recording Transactions in QuickBooks Online
Chapter 7: Managing Sales Tax
- Setting up sales tax in QuickBooks Online
- Creating an invoice that includes sales tax
- Sales tax reports
- Paying sales tax when it comes due
- Summary
Chapter 8: Recording Sales Transactions in QuickBooks Online
- Understanding sales forms
  - Recording income using a sales receipt
  - Recording income using a deposit
  - Recording income using a sales invoice
- Recording customer payments
- Recording payments to the undeposited funds account
- Issuing credit memos and refunds to customers
- Summary
Chapter 9: Recording Expenses in QuickBooks Online
- Entering and paying bills
  - Entering bills into QuickBooks Online
  - Entering vendor credits into QuickBooks Online
  - Paying bills in QuickBooks Online
- Managing recurring expenses
- Writing checks
- Printing checks
- Editing, voiding, and deleting expenses
- Capturing and categorizing receipts and bills
- Summary
Chapter 10: Reconciling Downloaded Bank and Credit Card Transactions
- Overview of the Banking Center
- Matching transactions
- Editing banking transactions
- Understanding bank rules
  - How do you want to apply this rule?
- Reconciling accounts
- Summary
- Section 3: Generating Reports in QuickBooks Online
Section 3: Generating Reports in QuickBooks Online
Chapter 11: Report Center Overview
- Navigating the report center
- Reports available in the report center
- Customizing reports
  - General report customizations
  - Row and column report customization
  - Using filters to customize reports
  - Header and footer report customization
  - Saving a customized report
- Exporting reports
  - Exporting reports to Excel
  - Exporting reports to PDF
- Sending reports via email
- Summary
Chapter 12: Business Overview Reports
- Understanding profit and loss statements
- Generating balance sheet reports
- Understanding the statement of cash flows
- Creating a budget
- Using the Cash Flow planner
- Generating the Audit Log report
- Summary
Chapter 13: Customer Sales Reports in QuickBooks Online
- Generating an accounts receivable aging report
- Generating an open invoices report
- Generating a sales by client report
- Generating a sales by product/service report
- Summary
Chapter 14: Vendor and Expenses Reports
- Generating an accounts payable (A/P) aging report
- Generating an unpaid bills report
- Generating an expenses by vendor summary report
- Generating a bill payments report
- Summary
- Section 4: Managing Employees and Contractors
Section 4: Managing Employees and Contractors
Chapter 15: Managing Payroll in QuickBooks Online
- Setting up payroll
  - Payroll setup checklist and key documents
  - Setting up payroll in QBO
- Running payroll
- Generating payroll reports
- Filing payroll tax forms and payments
- Summary
Chapter 16: Managing 1099 Contractors in QuickBooks Online
- Setting up 1099 contractors
- Tracking and paying 1099 contractors
- 1099 year-end reporting
- Summary
- Section 5: Closing the Books and Handling Special Transactions
Section 5: Closing the Books and Handling Special Transactions
Chapter 17: Closing the Books in QuickBooks Online
- Reviewing a checklist for closing your books
  - Reconciling all bank and credit card accounts
  - Making year-end accrual adjustments
  - Reviewing new fixed asset purchases and adding them to the chart of accounts
  - Making depreciation journal entries
  - Taking physical inventory and reconciling this with your books
  - Adjusting retained earnings for owner/partner distributions
    - Recording journal entries
  - Setting a closing date and password
- Preparing key financial reports
- Giving your accountant access to your data
- Summary
Chapter 18: Handling Special Transactions in QuickBooks Online
- Using apps in QuickBooks Online
  - Overview of the QuickBooks App Center
  - Finding apps for your business
- Managing credit card payments
- Customizing sales templates
- Setting up business loans and lines of credit
  - Adding a business loan or line of credit to the chart of accounts
  - Making payments on a loan or line of credit
- Managing petty cash
  - Adding a petty cash account in QuickBooks
  - Recording petty cash transactions
  - Replenishing petty cash
  - Reconciling petty cash
- Recording bad debt expense
  - Creating a bad debt item
  - Creating a credit memo
  - Applying a credit memo to an outstanding customer invoice
- Tracking delayed charges and credits
- Summary
- Appendix
Appendix
Shortcuts and Test Drive
- QuickBooks Online keyboard shortcuts
- QuickBooks Online test drive
- Discount on a QuickBooks Online account
QuickBooks Certified User Exam Objectives
Other Books You May Enjoy
Index

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