Search icon Close icon
Search icon
Subscription
0
Cart icon
Close icon
You have no products in your basket yet
Arrow left icon
All Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletters
Free Learning
Arrow right icon
Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition

You're reading from  Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition

Product type Book
Published in Nov 2022
Publisher Packt
ISBN-13 9781803243634
Pages 546 pages
Edition 4th Edition
Languages
Concepts
Author (1):
Crystalynn Shelton Crystalynn Shelton
Profile icon Crystalynn Shelton
LinkedIn
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!
See other products by Crystalynn Shelton

Table of Contents (28) Chapters

Preface 1. Section I: Setting Up Your Company File
2. Getting Started with QuickBooks Online 3. Company File Setup 4. Migrating to QuickBooks Online 5. Customizing QuickBooks for Your Business 6. Managing Customer, Vendor, and Products and Services Lists 7. Section II: Recording Transactions in QuickBooks Online
8. Managing Sales Tax 9. Recording Sales Transactions in QuickBooks Online 10. Recording Expenses in QuickBooks Online 11. Reconciling Uploaded Bank and Credit Card Transactions 12. Section III: Generating Reports in QuickBooks Online
13. Report Center Overview 14. Business Overview Reports 15. Customer Sales Reports in QuickBooks Online 16. Vendor and Expenses Reports 17. Section IV: Managing Employees and Contractors
18. Managing Employees and 1099 Contractors in QuickBooks Online 19. Section V: Closing the Books and Handling Special Transactions
20. Closing the Books in QuickBooks Online 21. Finding Apps and Handling Special Transactions in QuickBooks Online 22. QuickBooks Online Advanced 23. Shortcuts and Test Drive 24. QuickBooks Certified User Exam Objectives
25. Other Books You May Enjoy
26. Index
Appendix

Key information and documents required to complete the company file setup in QuickBooks Online

Before we get into the mechanics of creating your company file, you will need to gather some key documents and answer a few questions first. This information is necessary so that you can customize QuickBooks for your business. Plus, having this information at your fingertips will help you to complete the company setup a lot faster.

The information you will need to know includes the following:

  • Company name: This needs to be the legal name or the business name that should appear on all legal documents and payroll forms.
  • Company contact information: This will include the mailing address, business telephone number, business email address, and website address of the company.
  • Industry: In QuickBooks, you will select the industry that your business falls into. Using this information, a default chart of accounts list will be created for you.
  • Federal tax ID number...
lock icon The rest of the chapter is locked
arrow left Previous Chapter
Chapter 1 of 28
Next Chapter arrow right
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Sign up now
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Start free trial
Renews at $15.99/month. Cancel anytime}

Authors (1)

Profile icon Crystalynn Shelton
LinkedIn
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
See other products by Crystalynn Shelton

Personalised recommendations for you

Based on your interests and search pattern
Left arrow icon
Engineering Manager's Handbook
Engineering Manager's Handbook
Engineering Manager's Handbook is a comprehensive guide for managers to excel in their role, foster customer-centric digital products, learn leadership, team building, and balancing technical work with management. You’ll also explore how to develop trust, authority, and collaboration to drive success and make a lasting impact.
Sep 2023 9 hours 16 minutes
C++ Game Animation Programming
C++ Game Animation Programming
Video game characters have a fascinating history, evolving from simple 2D sprites to high-polygon 3D models. Take a look behind the curtain and learn how to build a 3D renderer, load character models, play animations and blend between them, and create large crowds of animated people with this comprehensive C++ game animation programming guide.
Dec 2023 16 hours 0 minutes
Gamification for Product Excellence
Gamification for Product Excellence
This book helps you to take your product management strategy to the next level by standing out in crowded markets. Along with boosting user adoption rates by creating engaging products that incorporate playful elements, learn gamification theory and how to integrate it into your design, product development, and product management processes.
Sep 2023 11 hours 40 minutes
Supercharging Productivity with Trello
Supercharging Productivity with Trello
Supercharging Productivity with Trello is the ultimate guide for anyone looking to boost their productivity with digital tools. Whether you're new to Trello or a seasoned professional, this book covers everything from core features to advanced automation, and Power-Ups.
Aug 2023 11 hours 24 minutes
Automate It with Zapier and Generative AI
Automate It with Zapier and Generative AI
This comprehensive guide takes you through the concepts of business process automation, showing you how Zapier can facilitate it without having to write code and helping you to boost productivity. You’ll learn how to save time, reduce costs, and make your business recession-proof by using Zapier to automate tasks in your cloud-based business apps.
Aug 2023 23 hours 32 minutes
Scoring to Picture in Logic Pro
Scoring to Picture in Logic Pro
In this book, you’ll explore a variety of techniques to synchronize music to picture using Logic Pro. Though this is not a technical manual, it will teach you how to make the best use of Logic Pro and how to wield this technology to maximize your potential when scoring to picture.
Sep 2023 13 hours 44 minutes
Mastering Information Security Compliance Management
Mastering Information Security Compliance Management
This concise book equips you with the knowledge and practices needed to establish and maintain an effective information security management system. The chapters provide insights into ISO/IEC 27001/27002:2022, risk management, ISMS development, incident management, audit processes, and strategies for continuous improvement.
Aug 2023 7 hours 52 minutes
Implementing Atlassian Confluence
Implementing Atlassian Confluence
Implementing Atlassian Confluence provides both a high-level overview and an insightful path for remote collaboration with Atlassian Confluence. With this multi-layered yet practical guide, you’ll be able to set up Confluence-based collaboration with minimum external consultancy services to ensure smooth and close coordination between teams.
Sep 2023 13 hours 32 minutes
R Bioinformatics Cookbook
R Bioinformatics Cookbook
This book takes a unique problem–solution approach to handling complex tasks in the bioinformatics domain using different datasets present in the book. With the help of real-world examples, you’ll learn to put each independent recipe to use to tackle problems in the field of bioinformatics.
Oct 2023 13 hours 12 minutes
Build Your Own Metaverse with Unity
Build Your Own Metaverse with Unity
Build Your own Metaverse with Unity is a practical guide for developers to create their own metaverse - a virtual world with infinite possibilities. It empowers you to identify gaps in existing metaverses and improve upon them, enabling you to shape your virtual world.
Sep 2023 19 hours 32 minutes
Right arrow icon