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You're reading from  Mastering QuickBooks 2024 - Fifth Edition

Product typeBook
Published inDec 2023
PublisherPackt
ISBN-139781835469958
Edition5th Edition
Concepts
Business Management
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Author (1)
Crystalynn Shelton
Crystalynn Shelton
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Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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Summary

In this chapter, we have provided you with a detailed look at the features that are only available in the top-tier QBO plan, QBO Advanced. The topics we covered included accessing the QBO test drive, managing fixed assets, using customized fields on forms, setting custom user permissions to control what areas of QuickBooks you give other users access to, how to use workflow automation to streamline deadline-driven tasks, importing invoices and budgets to save time, utilizing batch-entry transactions to create invoices, reclassifying transactions, DocuSign integration, the options you have for backing up your QBO data, how the Performance Center and custom charts work, an overview of Business analytics with Excel, and what’s included in Priority Circle membership. Now that you have a better understanding of what’s included in QBO Advanced, it will help you determine whether it is the right subscription for your business.

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Mastering QuickBooks 2024 - Fifth Edition
Published in: Dec 2023Publisher: PacktISBN-13: 9781835469958
© 2023 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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