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Book Cover
E-book
Author Shelton, Crystalynn, author

Title Mastering QuickBooks 2020 : the ultimate guide to bookkeeping and QuickBooks online / Crystalynn Shelton
Published Birmingham, UK : Packt Publishing, 2019

Copies

Description 1 online resource (1 volume) : illustrations
Contents Cover -- Title Page -- Copyright and Credits -- Dedication -- About Packt -- Contributors -- Table of Contents -- Preface -- Chapter 1: Getting Started with QuickBooks Online -- What is QuickBooks? -- QBO editions -- Choosing the right QBO edition -- QBO Simple Start -- QBO Essentials -- QBO Plus -- QBO Advanced -- QBD product line -- Choosing the right QBD version -- QuickBooks Mac -- QuickBooks Pro -- QuickBooks Premier -- QuickBooks Enterprise -- New features in QBD 2019 and 2020 -- New features in QBD 2019 -- New features in QBD 2020 -- Introduction to small business bookkeeping
Money in (sales) -- Money out (expenses) -- Inventory and fixed asset purchases -- Liabilities -- Chart of accounts -- Accounting methods -- Double-entry bookkeeping -- Summary -- Chapter 2: Company File Setup -- Creating a QuickBooks Online account -- Navigating in QuickBooks Online -- QuickBooks Online dashboard -- QuickBooks Online icons -- QuickBooks Online menus -- Setting up company preferences in QuickBooks Online -- Company -- Billing and subscription -- Usage -- Sales -- Expenses -- Payments -- Advanced -- Summary -- Chapter 3: Migrating to QuickBooks Online
Key information and documents required to convert to QuickBooks Online -- Questions to ask yourself in preparation for data conversion -- Choosing your QuickBooks start date -- Converting from another accounting software or Excel to QuickBooks Online -- Recording details of historical data in QuickBooks Online -- Recording a summary journal entry of historical data in QuickBooks Online -- Converting from QuickBooks Desktop to QuickBooks Online -- Functionality not available in QuickBooks Online -- QuickBooks Desktop data that will not convert to QuickBooks Online
Converting from QuickBooks Desktop data to QuickBooks Online -- Checking the target count -- Creating a QuickBooks Online account -- Backing up your QuickBooks Desktop file -- Checking for updates -- Running the QuickBooks Desktop conversion to the QuickBooks Online tool -- Logging in to QuickBooks Online -- Verifying that all of your data was converted -- Summary -- Chapter 4: Customizing QuickBooks for Your Business -- Customizing the chart of accounts -- How to add a new account to the chart of accounts list -- How to import a chart of accounts list
How to edit accounts on the chart of accounts list -- How to inactivate an account on the chart of accounts list -- Connecting bank accounts to QuickBooks Online -- Importing banking transactions automatically -- Uploading banking transactions from an Excel CSV file -- Connecting credit card accounts to QuickBooks Online -- Importing credit card transactions automatically -- Uploading credit card transactions from an Excel CSV file -- Giving other users access to your QuickBooks data -- Standard user -- Company administrator -- Reports only user -- Time tracking user -- Accountant user -- Summary
Summary QuickBooks is a bookkeeping software for finance professionals to manage business accounting demands and reports. This book will help you build the perfect budget, simplify tax return preparation, manage inventory, track job costs, generate income statements and financial reports, and every other accounting-related task crossing your desk at work
Notes Online resource; title from title page (Safari, viewed June 3, 2020)
SUBJECT QuickBooks. http://id.loc.gov/authorities/names/n92110610
QuickBooks fast (OCoLC)fst01380236
Subject Small business -- Accounting -- Computer programs
Small business -- Finance -- Computer programs
Small business -- Accounting -- Computer programs
Small business -- Finance -- Computer programs
Form Electronic book
ISBN 9781789955453
1789955459
Other Titles Ultimate guide to bookkeeping and QuickBooks online