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Mastering Quickbooks® 2023, Fourth Edition
Mastering Quickbooks® 2023, Fourth Edition

Mastering Quickbooks® 2023, Fourth Edition: The Ultimate Guide to Bookkeeping with QuickBooks® , Fourth Edition

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Mastering Quickbooks® 2023, Fourth Edition

Getting Started with QuickBooks Online

QuickBooks is the most popular accounting software for small businesses. The desktop version has been around for more than 25 years, and the online version more than 10 years. It is affordable, easily accessible, and ideal for non-accountants. Many competitors have great software, but you need accounting or bookkeeping knowledge to use it, whereas someone without this knowledge can set up and use QuickBooks. Before diving into the nuts and bolts of setting up QuickBooks for your business, you should understand what QuickBooks is and what your options are when it comes to using it. Once you know what your options are, you will be in a better position to choose the version of QuickBooks that will best suit your business needs. We will then show you how to create a QuickBooks Online (QBO) account and how to navigate in QBO.

If you don’t have previous experience as a bookkeeper, then you will need to know a few bookkeeping basics before you get started. In the Small business bookkeeping 101 section, we cover five key areas in terms of recording transactions in your business: money coming in, money going out, inventory purchases, fixed asset purchases, and liabilities. In this section, we will also cover the importance of the chart of accounts, accounting methods, and what double-entry bookkeeping is.

We will cover the following key concepts in this chapter:

  • What is QuickBooks?
  • Exploring QBO editions
  • Choosing the right QBO edition
  • Creating a QBO account
  • Navigating in QBO
  • Small business bookkeeping 101

Once you’ve got these key concepts under your belt, you will be ready to dive into setting up your business in QBO.

The US edition of QBO was used to create this book. If you are using a version that is outside of the United States, results may differ.

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Key benefits

  • Become proficient in QBO from a beginner level and implement the best practices to avoid costly errors
  • Benefit from over 500 pages of QuickBooks coverage, including detailed images and instructions
  • Explore advanced bookkeeping concepts such as managing payroll and handling end-year reporting

Description

Mastering QuickBooks® 2023 is a comprehensive guide that covers everything you need to know to master QuickBooks, from setting up your accounts and managing your transactions to generating reports and integrating with other software. With step-by-step instructions, real-world examples, and practical tips and tricks, this book is designed to help small business owners, independent contractors, and bookkeepers optimize their financial management and streamline their business operations.

Who is this book 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. This guide is appropriate for beginners and also serves as an exhaustive resource for those with some bookkeeping experience and those studying to become a QuickBooks Certified User.

What you will learn

  • Create a company file and set up accounts
  • Customize forms and templates
  • Manage customers and vendors
  • Track inventory and sales tax
  • Reconcile bank and credit card accounts
  • Generate financial statements and reports
  • Use payroll features and integrate with other software

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Nov 21, 2022
Length: 546 pages
Edition : 4th
Language : English
ISBN-13 : 9781803249315
Vendor :
Intuit
Tools :

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Product Details

Publication date : Nov 21, 2022
Length: 546 pages
Edition : 4th
Language : English
ISBN-13 : 9781803249315
Vendor :
Intuit
Tools :

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Table of Contents

26 Chapters
Section I: Setting Up Your Company File Chevron down icon Chevron up icon
Getting Started with QuickBooks Online Chevron down icon Chevron up icon
Company File Setup Chevron down icon Chevron up icon
Migrating to QuickBooks Online Chevron down icon Chevron up icon
Customizing QuickBooks for Your Business Chevron down icon Chevron up icon
Managing Customer, Vendor, and Products and Services Lists Chevron down icon Chevron up icon
Section II: Recording Transactions in QuickBooks Online Chevron down icon Chevron up icon
Managing Sales Tax Chevron down icon Chevron up icon
Recording Sales Transactions in QuickBooks Online Chevron down icon Chevron up icon
Recording Expenses in QuickBooks Online Chevron down icon Chevron up icon
Reconciling Uploaded Bank and Credit Card Transactions Chevron down icon Chevron up icon
Section III: Generating Reports in QuickBooks Online Chevron down icon Chevron up icon
Report Center Overview Chevron down icon Chevron up icon
Business Overview Reports Chevron down icon Chevron up icon
Customer Sales Reports in QuickBooks Online Chevron down icon Chevron up icon
Vendor and Expenses Reports Chevron down icon Chevron up icon
Section IV: Managing Employees and Contractors Chevron down icon Chevron up icon
Managing Employees and 1099 Contractors in QuickBooks Online Chevron down icon Chevron up icon
Section V: Closing the Books and Handling Special Transactions Chevron down icon Chevron up icon
Closing the Books in QuickBooks Online Chevron down icon Chevron up icon
Finding Apps and Handling Special Transactions in QuickBooks Online Chevron down icon Chevron up icon
QuickBooks Online Advanced Chevron down icon Chevron up icon
Shortcuts and Test Drive Chevron down icon Chevron up icon
QuickBooks Certified User Exam Objectives Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.4
(34 Ratings)
5 star 73.5%
4 star 8.8%
3 star 2.9%
2 star 11.8%
1 star 2.9%
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shikaboo Mar 04, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is a life saver! I only took an introductory course in Quickbooks before landing a gig doing bookkeeping with Quickbooks. The information in this book has been very helpful in finding solutions as questions and issues arise. Highly recommend.
Amazon Verified review Amazon
Makenzi Jismeis Oct 20, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
very clear and great ressource
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Regina Nov 22, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book has been an invaluable resource for learning QuickBooks. I loved that there where many image examples. It was very straightforward which is perfect for my learning style. I appreciate the "pro-tip" snippets in there that you just can't find on Google or anywhere else. Do yourself a favor and buy this well put together book. It was worth every penny!
Amazon Verified review Amazon
Valerie Connor Jan 10, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As a QuickBooks Desktop user who is learning QuickBooks Online, Mastering QuickBooks 2023 by Crystalynn Shelton turned out to be just the book I needed. The book covers everything from QuickBooks Online basic topics like “What is QuickBooks?” to QuickBooks Online Advanced so there is something for every QuickBooks Online user here.The book is well organized and written with easy-to-understand language. It is filled with colorful screenshots, step-by-step instructions, clear and concise explanations, and useful details. In addition, there are Pro Tips and links to helpful resources. For example, one of the links is to an article that lists the terminology differences between QuickBooks Desktop and QuickBooks Online which helped me.When I started reading the section Navigating in QBO, I opened the sample company in QuickBooks Online and followed along. I really appreciate the author’s attention to detail like explaining each icon, button, tab, and field as well as how she methodically presents each feature and function.This is an excellent reference book and how-to guide to have on hand especially if you are new to QuickBooks Online.
Amazon Verified review Amazon
Dominique Waits Dec 06, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This manual is a perfect reference for any QBO user. It is organized well and the topics are relevant to day to day accounting tasks. I highly recommend for any QBO user whether they are an experienced user or new to the software.
Amazon Verified review Amazon
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