A Beginners Guide to QuickBooks Online 2022 E-Book

Sebastian Pratt

• Herausgeber: MarkHollis
• Kategorie: Fachliteratur
• Sprache: Englisch

Veröffentlichungsjahr: 2021

Beschreibung

<p><b>You can learn to become proficient at the most accepted cloud software program in the world for accounting and bookkeeping</b></p><p>This Book, A Beginners Guide to QuickBooks Online 2022, offers superlative and up-to-the-minute information on the QuickBooks Online software, and how to make full use of the software, capitalizing on its many benefits. A complete package for employees, managers, small business owners, nonprofit organizations, churches and more, this book provides the most current information you can find anywhere on the latest QuickBooks Online version. The step-by-step instructions in this book will aid every beginner and expert to fully access the wealth of benefits that QuickBooks Online offers.</p><p><em>This cheat sheet and guide contains information on:</em></p><ul><li>Bookkeeping for Nonprofits.</li><li>Key differences between QuickBooks Online and QuickBooks Desktop, and why you should go for any of these accounting solutions.</li><li>Getting started with QuickBooks Online with a detailed Kickstart guide.</li><li>Setting up your QuickBooks Online software, adding business info, connecting credit card and bank accounts.</li><li>Personalizing your QuickBooks Experience.</li><li>All you need to know about chart of accounts, setting up your chart of accounts.</li><li>Customer lists, Vendor lists, Products and Services, and how to set them up with useful tips.</li><li>Transactions, how to manually add transactions to account, using account registers to find, edit and review transactions.</li><li>Bills, paying bills, recording bills, sorting bills, managing bills, and more.</li><li>Everything you need to know about invoicing.</li><li>Classes and categories in QuickBooks Online.</li><li>QuickBooks Payroll, setup, Kickstart guide, and so much more!</li></ul><p>With this comprehensive guide, interacting with QuickBooks Online will be so much easier. Hence, making your work much easier and uncomplicated with this user-friendly accounting and bookkeeping technology.</p><p><b>Are you ready to master the most popular accounting software in the world? Scroll up and get this detailed guide now to get started! &nbsp;&nbsp;&nbsp;&nbsp;</b><br></p>

 

Leseprobe

A Beginners Guide to QuickBooks Online 2022

A Quick Reference Guide to QuickBooks for Nonprofits, Churches, & Small Businesses (A QuickBooks Online Cheat Sheet)

Sebastian Pratt

Copyright © 2021 Sebastian Pratt

All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law.

Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

Contents

INTRODUCTION

CHAPTER ONE

Bookkeeping for Nonprofits

Application

Accounting for Nonprofit

Reporting

Tracking Grants and Donations

Cloud-Based Solutions

Tools Integration

Automation

CHAPTER TWO

QuickBooks Online Vs QuickBooks Desktop

Components of QuickBooks Online and Desktop

QuickBooks Desktop

QuickBooks Online

Some Key Differences Between the Two Products

Reasons Why You Should Use QuickBooks Desktop

Reasons Why You Should Use QuickBooks Online

Payment Models

CHAPTER THREE

Get Started with QuickBooks Online

Knowing the QuickBooks Online Layout

Entering Your Business Information

Set up Accounting Currency

Adding and Connecting Your Credit Card and Bank Accounts

Categorizing Your Transactions

Viewing Existing Reports

Creating and Customizing Invoices

Setting Up the Fiscal Year's Start and End Date

How to Close the Books for the Fiscal Year

CHAPTER FOUR

Personalizing Your QuickBooks Experience

Creating Your Own Logo

Setting up your Business Logo

Setting up the Default Net Payment Invoice Terms

Setting Up Sales Tax

CHAPTER FIVE

QuickBooks Chart of Account

Chart of Account Categories

Asset Accounts

Liability Accounts

Income Accounts

Expense Accounts

Setting Up Chart of Accounts

Organizing Your Chart of Accounts: Tips & Hacks

Account Names

Sub-Accounts

Financial Statements

Tracking Accounts

CHAPTER SIX

Products and Services

Set up Products and Services

Products and Services Tips

Customer Lists

Set up Customer Lists

Customer Info Page Tips

View Customer Transaction History

Vendors List

Setting Up Vendors List

CHAPTER SEVEN

Transactions

Manually Adding Transactions to Account

Using Account Registers for Finding, Editing, and Reviewing Transactions

Finding a Transaction

Sorting Your Transactions

Changing the View or Removing Columns

Sorting Transactions by Values in an Account History Column

Filtering Your Transaction

Editing a Transaction

QuickBooks: Bills

Entering Bills in QuickBooks

Paying Bills and Recording Payments in QuickBooks

Bill Payment Menu

Choosing Payment Account

Sorting Bills

Select the Bills You want to Pay

Select Bill Payment Date

Entering Discounts for Early Customer Payments

Setting up Payment Methods

How to Pay Selected Bills Online

Remove Selected Payments from Queue

How to Manage Bills

Making Bank Transfer to a Vendor

Adding the Bank Account of the Vendor

Writing and Recording Checks in QBO

CHAPTER EIGHT

Invoicing

Creating and Sending an Invoice

Reviewing Open Invoices

How to See Other Customer Invoices

Receiving Payments for your Invoices

How to Create an Invoice

Creating Your First Invoice

Picking a Customer

Selecting Payment Terms

Entering Product and Services Sold

Adding Customer Email Address

Invoice Preview

Customizing Your Invoice

Adding a Logo to your Invoice

Changing the Invoice Template

Adding Online Payments

Sending your Invoice

Invoicing for Nonprofits

Grouping Customers using Donor Type for Nonprofits

Setting up Donor Information

Importing Charts of Accounts, Items, Vendors, and Customers from Excel

Normal Import

Chart of Accounts Import

Mapping your Accounts in QuickBooks

Importing Vendors in QuickBooks Online

CHAPTER NINE

Classes and Categories in QuickBooks Online

Class Tracking: Kickstart Guide

Picking the Right Tool

Turning on Class Tracking

Setting Up the Class List

Using Class to Track Transactions

Running Reports by Class

Budget Creation for Every Class

CHAPTER TEN

QuickBooks Payroll: How to Begin

Setting up QuickBooks Payroll

Payroll Navigation

Inputting Employee Information

Adding Employees to Payroll

Completing Employee Info

Coronavirus Pay Features

Making Your First Payment with Payroll

Reviewing Payroll and Submission

Conclusion