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Mastering QuickBooks 2021

You're reading from   Mastering QuickBooks 2021 The ultimate guide to bookkeeping and QuickBooks Online

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Product type Paperback
Published in Jan 2021
Publisher Packt
ISBN-13 9781800204041
Length 414 pages
Edition 2nd Edition
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Author (1):
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Crystalynn Shelton Crystalynn Shelton
Author Profile Icon Crystalynn Shelton
Crystalynn Shelton
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Table of Contents (26) Chapters Close

Preface 1. Section 1: Setting Up Your Company File
2. Getting Started with QuickBooks Online FREE CHAPTER 3. QuickBooks Online Advanced 4. Company File Setup 5. Migrating to QuickBooks Online 6. Customizing QuickBooks for Your Business 7. Managing Customers, Vendors, Products, and Services 8. Section 2: Recording Transactions in QuickBooks Online
9. Managing Sales Tax 10. Recording Sales Transactions in QuickBooks Online 11. Recording Expenses in QuickBooks Online 12. Reconciling Downloaded Bank and Credit Card Transactions 13. Section 3: Generating Reports in QuickBooks Online
14. Report Center Overview 15. Business Overview Reports 16. Customer Sales Reports in QuickBooks Online 17. Vendor and Expenses Reports 18. Section 4: Managing Employees and Contractors
19. Managing Payroll in QuickBooks Online 20. Managing 1099 Contractors in QuickBooks Online 21. Section 5: Closing the Books and Handling Special Transactions
22. Closing the Books in QuickBooks Online 23. Handling Special Transactions in QuickBooks Online 24. Shortcuts and Test Drive 25. Other Books You May Enjoy

QuickBooks Online menus

In addition to the left menu bar, there are a couple more menus you can use to navigate QBO.

The first menu is accessible through the gear icon, located in the upper right-hand corner, next to the notifications icon.

The following screenshot shows the menu that will be displayed when you click on the gear icon:

A brief description of the areas of QBO that you can access through the gear icon is as follows:

  • YOUR COMPANY: This section includes global company account settings, which we will explore in detail in the next section. It also allows you to access Manage users, which is where you can give others access to your QuickBooks data. You can launch the chart of accounts from here and QuickBooks labs, which is the testing area for new features that are in beta. 
  • LISTS: The list menu includes all QuickBooks lists, such as customer listing, vendor listing, and products and services listing. Recurring transactions are available here and any files or...
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