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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

General report customizations

In general report customizations, you can select Report period, Accounting method, and how you would like numbers formatted on any report:

The following is a brief explanation of what's included in general report customizations:

  • Report period: Select the period you would like to see in the report. You can do this by selecting the preset time frames from the drop-down menu or entering the dates directly in the fields.
  • Accounting method: You can select the accounting method you would like to see the report in (Cash or Accrual). Reports will automatically default to the accounting method chosen when you set up your QuickBooks account. However, you can change this directly on the report. To change the default accounting method, go to Company preferences, and select the Accounting tab to make this change.
  • Number format: You can format numbers by dividing them by 1,000, removing the cents, and not showing anything with a zero amount.
  • Negative numbers...
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