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Mastering QuickBooks 2022

You're reading from   Mastering QuickBooks 2022 The bestselling guide to bookkeeping and the QuickBooks Online accounting software

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Product type Paperback
Published in Jan 2022
Publisher Packt
ISBN-13 9781803244280
Length 482 pages
Edition 3rd 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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Toc

Table of Contents (27) Chapters Close

Preface 1. Section 1: Setting Up Your Company File FREE CHAPTER
2. Getting Started with QuickBooks Online 3. QuickBooks Online Advanced 4. Company File Setup 5. Migrating to QuickBooks Online 6. Customizing QuickBooks for Your Business 7. Managing Customer, Vendor, and Products and Services Lists 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. Other Books You May Enjoy
25. Index
Appendix

Connecting credit card accounts to QuickBooks Online

QBCU
4.1.1

Similar to bank accounts, you can connect your credit card accounts to QBO. There are two ways that you can update QuickBooks with your credit card activity. You can connect your credit card account to QuickBooks so that transactions are imported automatically into QuickBooks. The other option is to upload transactions from an Excel spreadsheet. We will walk you through each process in more detail in the following sections.

Importing credit card transactions automatically

QBCU
4.1.2

There are several benefits to importing your credit card transactions automatically. First, you will save a lot of time because you won’t have to manually enter transactions. Second, QuickBooks will be updated on a daily basis with the most recent credit card activity on your account. Third, it will be much easier to reconcile your credit card accounts.

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