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

Product type Paperback

Published in Jan 2022

Publisher Packt

ISBN-13 9781803244280

Length 482 pages

Edition 3rd Edition

Tools

QuickBooks

Concepts

Business Management

Author (1):

Crystalynn Shelton

View More author details

Table of Contents (27) Chapters

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

Fathom reporting app

The Fathom reporting app takes QuickBooks reports to a whole new level. This app syncs data from QBO to enable advanced analysis and visualization. Fathom syncs data once every 24 hours, but you can instruct it to update immediately if needed. Similar to the performance center, you can access Fathom reporting from the Reports menu. There are three menu options available: Analysis, Reports, and Settings.

Please note that the Fathom Reporting App feature is disabled for the test drive account, so you will not be able to follow along if you are using it.

Here you will find a brief explanation of the reporting menus available in the Fathom reporting app:

Settings: In this tab, you will define the parameters for the data you want to analyze and report on. This is done within the KPIs (short for Key Performance Indicators) menu of the Settings tab. Consult with your accountant to determine your target for each KPI you decide to track...