Mastering QuickBooks 2024: Bookkeeping with US QuickBooks Online for Small Businesses
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Birmingham
Packt Publishing, Limited
2023
|
| Ausgabe: | 5th ed |
| Schlagworte: | |
| Online-Zugang: | DE-2070s |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 Online-Ressource (571 Seiten) |
| ISBN: | 9781835460238 |
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| 245 | 1 | 0 | |a Mastering QuickBooks 2024 |b Bookkeeping with US QuickBooks Online for Small Businesses |
| 250 | |a 5th ed | ||
| 264 | 1 | |a Birmingham |b Packt Publishing, Limited |c 2023 | |
| 264 | 4 | |c ©2023 | |
| 300 | |a 1 Online-Ressource (571 Seiten) | ||
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| 500 | |a Description based on publisher supplied metadata and other sources | ||
| 505 | 8 | |a Cover -- Copyright -- Contributors -- Table of Contents -- Preface -- Section 1: Setting Up Your Company File -- Chapter 1: Getting Started with QuickBooks Online -- What is QuickBooks? -- Exploring QBO editions -- Choosing the right QBO edition -- QBO Simple Start -- QBO Essentials -- QBO Plus -- QBO Advanced -- Creating a QBO account -- Navigating in QBO -- QBO dashboards and left navigation menu -- QuickBooks Online icons -- QuickBooks Online menus -- Small-business bookkeeping 101 -- Recording sales -- Recording expenses -- Recording inventory and fixed asset purchases -- Recording liabilities -- The chart of accounts -- Choosing an accounting method -- Double-entry bookkeeping -- Summary -- Chapter 2: Company File Setup -- Key information and documents -- Setting up company preferences in QBO -- Company settings -- Billing & -- subscription settings -- Usage settings -- Sales settings -- Expense settings -- Payments settings -- Time settings -- Advanced settings -- Summary -- Chapter 3: Migrating to QuickBooks Online -- Deciding whether QuickBooks Online is right for your business -- Functionality not available in QBO -- QuickBooks Desktop data that will not convert to QBO -- Questions to ask yourself in preparation for data conversion -- Converting QuickBooks Desktop data to QBO -- Checking the target count -- Creating a QBO account -- Backing up your QuickBooks Desktop file -- Checking for updates -- Running the QBD conversion-to-QBO tool -- Logging in to QBO -- Verifying that all of your data was converted -- Alternatives to converting a QuickBooks Desktop file to QBO -- Importing list data into QBO -- Recording a summary journal entry of historical data in QBO -- Recording details of historical data in QBO -- Converting from Excel spreadsheets or pen and paper to QBO -- Summary -- Chapter 4: Customizing QuickBooks for Your Business | |
| 505 | 8 | |a Customizing the chart of accounts list -- Adding a new account to the chart of accounts list -- Importing a chart of accounts list -- Editing accounts on the chart of accounts list -- Inactivating an account on the chart of accounts list -- Reactivating an account on the chart of accounts list -- Merging accounts in QBO -- Connecting bank accounts to QBO -- Importing banking transactions automatically -- Uploading banking transactions from an Excel or CSV file -- Connecting credit card accounts to QBO -- Importing credit card transactions automatically -- Uploading credit card transactions from an Excel or CSV file -- Giving other users access to your QuickBooks data -- Company administrator -- Standard all access user -- Reports-only user -- Time tracking user -- Accountant user -- Editing user privileges -- Using apps in QuickBooks Online -- Overview of the QuickBooks App Center -- Finding apps for your business -- Summary -- Chapter 5: Managing Customer, Vendor, and Products and Services Lists -- Managing customer lists in QuickBooks Online -- Manually adding customers in QuickBooks Online -- Importing customers into QuickBooks Online -- Making changes to existing customers in QuickBooks Online -- Inactivating customers in QuickBooks Online -- Merging customers in QuickBooks Online -- Managing vendor lists in QuickBooks Online -- Manually adding vendors in QuickBooks Online -- Importing vendors into QuickBooks Online -- Making changes to existing vendors in QuickBooks Online -- Inactivating vendors in QuickBooks Online -- Merging vendors in QuickBooks Online -- Managing products and services lists in QuickBooks Online -- Manually adding products and services in QuickBooks Online -- Importing products and services in QuickBooks Online -- Making changes to existing products and services in QuickBooks Online | |
| 505 | 8 | |a Inactivating products and services in QuickBooks Online -- Merging products and services in QuickBooks Online -- Summary -- Section 2: Recording Transactions in QuickBooks Online -- Chapter 6: Managing Sales Tax -- Do you need to charge sales tax? -- Setting up sales tax in QuickBooks Online -- Creating an invoice that includes sales tax -- Sales tax reports -- Paying sales tax when it comes due -- Summary -- Chapter 7: Recording Sales Transactions in QuickBooks Online -- Entering sales forms -- Recording income using a sales receipt -- Recording income using a deposit -- Recording income using a sales invoice -- Customizing sales templates -- Recording customer payments -- Managing credit card payments -- Recording payments to the payments to deposit account -- Issuing credit memos and refunds to customers -- Applying a credit memo to an open invoice -- Summary -- Chapter 8: Recording Expenses in QuickBooks Online -- Entering and paying bills -- Entering bills into QuickBooks Online -- Paying bills in QuickBooks Online -- Entering vendor credits into QuickBooks Online -- Managing recurring expenses -- Writing checks -- Printing checks -- Editing, voiding, and deleting expenses -- Capturing and categorizing receipts and bills -- Summary -- Chapter 9: Reconciling Uploaded Bank and Credit Card Transactions -- Overview of the Banking Center -- Matching transactions -- Editing banking transactions -- Understanding bank rules -- How do you want to apply this rule? -- Reconciling accounts -- Troubleshooting tips for reconciling bank and credit card accounts -- Summary -- Section 3: Generating Reports in QuickBooks Online -- Chapter 10: Reports Center Overview -- Navigating the Reports Center -- Reports available in the Reports Center -- Customizing reports -- General report customizations -- Row/Columns report customization | |
| 505 | 8 | |a Using filters to customize reports -- Header and footer report customization -- Saving a customized report -- Customizing management reports -- Exporting reports -- Exporting reports to Excel -- Exporting reports to PDF -- Sending reports via email -- Summary -- Chapter 11: Business Overview and Cash Flow Reports -- Understanding profit and loss statements -- Generating balance sheet reports -- Understanding the statement of cash flows -- Creating a budget -- Using the Cash Flow Center -- Cash Flow Planner -- Generating the audit log report -- Summary -- Chapter 12: Customer Sales Reports in QuickBooks Online -- Generating an accounts receivable aging report -- Generating an open invoices report -- Generating a sales-by-customer/client report -- Generating a sales-by-product/service report -- Summary -- Chapter 13: Vendor and Expenses Reports -- Understanding the accounts payable (A/P) aging report -- Utilizing the unpaid bills report -- Understanding the expenses-by-vendor summary report -- Utilizing the bill payments report -- Summary -- Section 4: Managing Employees and Contractors -- Chapter 14: Managing Employees and 1099 Contractors in QuickBooks Online -- Setting up payroll -- Payroll setup checklist and key documents -- Signing up for an Intuit payroll subscription -- Generating payroll reports -- Filing payroll tax forms and payments -- Managing 1099 contractors in QuickBooks Online -- Setting up 1099 contractors -- Tracking and paying 1099 contractors -- 1099 year-end reporting -- Summary -- Section 5: Closing the Books and Handling Special Transactions -- Chapter 15: Closing the Books in QuickBooks Online -- Reviewing a checklist for closing your books -- 1. Reconciling all bank and credit card accounts -- 2. Making year-end accrual adjustments -- 3. Reviewing new fixed asset purchases and adding them to the chart of accounts | |
| 505 | 8 | |a 4. Making depreciation journal entries -- 5. Taking a physical inventory and recording inventory adjustments -- 6. Adjusting retained earnings for owner/partner distributions -- Recording journal entries -- 7. Setting a closing date and password -- 8. Preparing key financial reports -- Giving your accountant access to your data -- Summary -- Chapter 16: Handling Special Transactions in QuickBooks Online -- Setting up business loans and lines of credit -- Adding a business loan or line of credit to the chart of accounts -- Making payments on a loan or line of credit -- Managing petty cash -- Adding a petty cash account in QuickBooks -- Recording petty cash transactions -- Replenishing petty cash -- Reconciling petty cash -- Recording bad debt expenses -- Creating a bad debt item -- Creating a credit memo -- Applying a credit memo to an outstanding customer invoice -- Tracking delayed charges and credits -- Summary -- Chapter 17: QuickBooks Online Advanced -- Accessing the QBO Advanced test drive account -- Managing fixed assets -- Setting up customized fields -- Managing customized user permissions -- Using workflow automation -- Importing invoices and budgets into QBO -- Importing budgets into QBO -- Batch-creating invoices in QBO -- Reclassify transactions -- DocuSign integration -- Using online backup and restore -- Utilizing the Performance Center and custom charts -- Business analytics with Excel -- Email scheduling for standard and custom reports -- Priority Circle membership -- Summary -- Appendix -- Appendix 1: Shortcuts and Test Drive -- Appendix 2: Intuit QuickBooks Online Certified User Exam Objectives -- Packt Page -- Other Books You May Enjoy -- Index | |
| 650 | 4 | |a Accounting-Computer programs | |
| 650 | 4 | |a QuickBooks | |
| 776 | 0 | 8 | |i Erscheint auch als |n Druck-Ausgabe |a Shelton, Crystalynn |t Mastering QuickBooks 2024 |d Birmingham : Packt Publishing, Limited,c2023 |
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Datensatz im Suchindex
| _version_ | 1810527638460039168 |
|---|---|
| adam_text | |
| any_adam_object | |
| author | Shelton, Crystalynn |
| author_facet | Shelton, Crystalynn |
| author_role | aut |
| author_sort | Shelton, Crystalynn |
| author_variant | c s cs |
| building | Verbundindex |
| bvnumber | BV049871513 |
| collection | ZDB-30-PQE |
| contents | Cover -- Copyright -- Contributors -- Table of Contents -- Preface -- Section 1: Setting Up Your Company File -- Chapter 1: Getting Started with QuickBooks Online -- What is QuickBooks? -- Exploring QBO editions -- Choosing the right QBO edition -- QBO Simple Start -- QBO Essentials -- QBO Plus -- QBO Advanced -- Creating a QBO account -- Navigating in QBO -- QBO dashboards and left navigation menu -- QuickBooks Online icons -- QuickBooks Online menus -- Small-business bookkeeping 101 -- Recording sales -- Recording expenses -- Recording inventory and fixed asset purchases -- Recording liabilities -- The chart of accounts -- Choosing an accounting method -- Double-entry bookkeeping -- Summary -- Chapter 2: Company File Setup -- Key information and documents -- Setting up company preferences in QBO -- Company settings -- Billing & -- subscription settings -- Usage settings -- Sales settings -- Expense settings -- Payments settings -- Time settings -- Advanced settings -- Summary -- Chapter 3: Migrating to QuickBooks Online -- Deciding whether QuickBooks Online is right for your business -- Functionality not available in QBO -- QuickBooks Desktop data that will not convert to QBO -- Questions to ask yourself in preparation for data conversion -- Converting QuickBooks Desktop data to QBO -- Checking the target count -- Creating a QBO account -- Backing up your QuickBooks Desktop file -- Checking for updates -- Running the QBD conversion-to-QBO tool -- Logging in to QBO -- Verifying that all of your data was converted -- Alternatives to converting a QuickBooks Desktop file to QBO -- Importing list data into QBO -- Recording a summary journal entry of historical data in QBO -- Recording details of historical data in QBO -- Converting from Excel spreadsheets or pen and paper to QBO -- Summary -- Chapter 4: Customizing QuickBooks for Your Business Customizing the chart of accounts list -- Adding a new account to the chart of accounts list -- Importing a chart of accounts list -- Editing accounts on the chart of accounts list -- Inactivating an account on the chart of accounts list -- Reactivating an account on the chart of accounts list -- Merging accounts in QBO -- Connecting bank accounts to QBO -- Importing banking transactions automatically -- Uploading banking transactions from an Excel or CSV file -- Connecting credit card accounts to QBO -- Importing credit card transactions automatically -- Uploading credit card transactions from an Excel or CSV file -- Giving other users access to your QuickBooks data -- Company administrator -- Standard all access user -- Reports-only user -- Time tracking user -- Accountant user -- Editing user privileges -- Using apps in QuickBooks Online -- Overview of the QuickBooks App Center -- Finding apps for your business -- Summary -- Chapter 5: Managing Customer, Vendor, and Products and Services Lists -- Managing customer lists in QuickBooks Online -- Manually adding customers in QuickBooks Online -- Importing customers into QuickBooks Online -- Making changes to existing customers in QuickBooks Online -- Inactivating customers in QuickBooks Online -- Merging customers in QuickBooks Online -- Managing vendor lists in QuickBooks Online -- Manually adding vendors in QuickBooks Online -- Importing vendors into QuickBooks Online -- Making changes to existing vendors in QuickBooks Online -- Inactivating vendors in QuickBooks Online -- Merging vendors in QuickBooks Online -- Managing products and services lists in QuickBooks Online -- Manually adding products and services in QuickBooks Online -- Importing products and services in QuickBooks Online -- Making changes to existing products and services in QuickBooks Online Inactivating products and services in QuickBooks Online -- Merging products and services in QuickBooks Online -- Summary -- Section 2: Recording Transactions in QuickBooks Online -- Chapter 6: Managing Sales Tax -- Do you need to charge sales tax? -- Setting up sales tax in QuickBooks Online -- Creating an invoice that includes sales tax -- Sales tax reports -- Paying sales tax when it comes due -- Summary -- Chapter 7: Recording Sales Transactions in QuickBooks Online -- Entering sales forms -- Recording income using a sales receipt -- Recording income using a deposit -- Recording income using a sales invoice -- Customizing sales templates -- Recording customer payments -- Managing credit card payments -- Recording payments to the payments to deposit account -- Issuing credit memos and refunds to customers -- Applying a credit memo to an open invoice -- Summary -- Chapter 8: Recording Expenses in QuickBooks Online -- Entering and paying bills -- Entering bills into QuickBooks Online -- Paying bills in QuickBooks Online -- Entering vendor credits into QuickBooks Online -- Managing recurring expenses -- Writing checks -- Printing checks -- Editing, voiding, and deleting expenses -- Capturing and categorizing receipts and bills -- Summary -- Chapter 9: Reconciling Uploaded Bank and Credit Card Transactions -- Overview of the Banking Center -- Matching transactions -- Editing banking transactions -- Understanding bank rules -- How do you want to apply this rule? -- Reconciling accounts -- Troubleshooting tips for reconciling bank and credit card accounts -- Summary -- Section 3: Generating Reports in QuickBooks Online -- Chapter 10: Reports Center Overview -- Navigating the Reports Center -- Reports available in the Reports Center -- Customizing reports -- General report customizations -- Row/Columns report customization Using filters to customize reports -- Header and footer report customization -- Saving a customized report -- Customizing management reports -- Exporting reports -- Exporting reports to Excel -- Exporting reports to PDF -- Sending reports via email -- Summary -- Chapter 11: Business Overview and Cash Flow Reports -- Understanding profit and loss statements -- Generating balance sheet reports -- Understanding the statement of cash flows -- Creating a budget -- Using the Cash Flow Center -- Cash Flow Planner -- Generating the audit log report -- Summary -- Chapter 12: Customer Sales Reports in QuickBooks Online -- Generating an accounts receivable aging report -- Generating an open invoices report -- Generating a sales-by-customer/client report -- Generating a sales-by-product/service report -- Summary -- Chapter 13: Vendor and Expenses Reports -- Understanding the accounts payable (A/P) aging report -- Utilizing the unpaid bills report -- Understanding the expenses-by-vendor summary report -- Utilizing the bill payments report -- Summary -- Section 4: Managing Employees and Contractors -- Chapter 14: Managing Employees and 1099 Contractors in QuickBooks Online -- Setting up payroll -- Payroll setup checklist and key documents -- Signing up for an Intuit payroll subscription -- Generating payroll reports -- Filing payroll tax forms and payments -- Managing 1099 contractors in QuickBooks Online -- Setting up 1099 contractors -- Tracking and paying 1099 contractors -- 1099 year-end reporting -- Summary -- Section 5: Closing the Books and Handling Special Transactions -- Chapter 15: Closing the Books in QuickBooks Online -- Reviewing a checklist for closing your books -- 1. Reconciling all bank and credit card accounts -- 2. Making year-end accrual adjustments -- 3. Reviewing new fixed asset purchases and adding them to the chart of accounts 4. Making depreciation journal entries -- 5. Taking a physical inventory and recording inventory adjustments -- 6. Adjusting retained earnings for owner/partner distributions -- Recording journal entries -- 7. Setting a closing date and password -- 8. Preparing key financial reports -- Giving your accountant access to your data -- Summary -- Chapter 16: Handling Special Transactions in QuickBooks Online -- Setting up business loans and lines of credit -- Adding a business loan or line of credit to the chart of accounts -- Making payments on a loan or line of credit -- Managing petty cash -- Adding a petty cash account in QuickBooks -- Recording petty cash transactions -- Replenishing petty cash -- Reconciling petty cash -- Recording bad debt expenses -- Creating a bad debt item -- Creating a credit memo -- Applying a credit memo to an outstanding customer invoice -- Tracking delayed charges and credits -- Summary -- Chapter 17: QuickBooks Online Advanced -- Accessing the QBO Advanced test drive account -- Managing fixed assets -- Setting up customized fields -- Managing customized user permissions -- Using workflow automation -- Importing invoices and budgets into QBO -- Importing budgets into QBO -- Batch-creating invoices in QBO -- Reclassify transactions -- DocuSign integration -- Using online backup and restore -- Utilizing the Performance Center and custom charts -- Business analytics with Excel -- Email scheduling for standard and custom reports -- Priority Circle membership -- Summary -- Appendix -- Appendix 1: Shortcuts and Test Drive -- Appendix 2: Intuit QuickBooks Online Certified User Exam Objectives -- Packt Page -- Other Books You May Enjoy -- Index |
| ctrlnum | (ZDB-30-PQE)EBC31041452 (ZDB-30-PAD)EBC31041452 (ZDB-89-EBL)EBL31041452 (OCoLC)1416189742 (DE-599)BVBBV049871513 |
| dewey-full | 657.02855369 |
| dewey-hundreds | 600 - Technology (Applied sciences) |
| dewey-ones | 657 - Accounting |
| dewey-raw | 657.02855369 |
| dewey-search | 657.02855369 |
| dewey-sort | 3657.02855369 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
| edition | 5th ed |
| format | Electronic eBook |
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-- Setting up sales tax in QuickBooks Online -- Creating an invoice that includes sales tax -- Sales tax reports -- Paying sales tax when it comes due -- Summary -- Chapter 7: Recording Sales Transactions in QuickBooks Online -- Entering sales forms -- Recording income using a sales receipt -- Recording income using a deposit -- Recording income using a sales invoice -- Customizing sales templates -- Recording customer payments -- Managing credit card payments -- Recording payments to the payments to deposit account -- Issuing credit memos and refunds to customers -- Applying a credit memo to an open invoice -- Summary -- Chapter 8: Recording Expenses in QuickBooks Online -- Entering and paying bills -- Entering bills into QuickBooks Online -- Paying bills in QuickBooks Online -- Entering vendor credits into QuickBooks Online -- Managing recurring expenses -- Writing checks -- Printing checks -- Editing, voiding, and deleting expenses -- Capturing and categorizing receipts and bills -- Summary -- Chapter 9: Reconciling Uploaded Bank and Credit Card Transactions -- Overview of the Banking Center -- Matching transactions -- Editing banking transactions -- Understanding bank rules -- How do you want to apply this rule? -- Reconciling accounts -- Troubleshooting tips for reconciling bank and credit card accounts -- Summary -- Section 3: Generating Reports in QuickBooks Online -- Chapter 10: Reports Center Overview -- Navigating the Reports Center -- Reports available in the Reports Center -- Customizing reports -- General report customizations -- Row/Columns report customization</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Using filters to customize reports -- Header and footer report customization -- Saving a customized report -- Customizing management reports -- Exporting reports -- Exporting reports to Excel -- Exporting reports to PDF -- Sending reports via email -- Summary -- Chapter 11: Business Overview and Cash Flow Reports -- Understanding profit and loss statements -- Generating balance sheet reports -- Understanding the statement of cash flows -- Creating a budget -- Using the Cash Flow Center -- Cash Flow Planner -- Generating the audit log report -- Summary -- Chapter 12: Customer Sales Reports in QuickBooks Online -- Generating an accounts receivable aging report -- Generating an open invoices report -- Generating a sales-by-customer/client report -- Generating a sales-by-product/service report -- Summary -- Chapter 13: Vendor and Expenses Reports -- Understanding the accounts payable (A/P) aging report -- Utilizing the unpaid bills report -- Understanding the expenses-by-vendor summary report -- Utilizing the bill payments report -- Summary -- Section 4: Managing Employees and Contractors -- Chapter 14: Managing Employees and 1099 Contractors in QuickBooks Online -- Setting up payroll -- Payroll setup checklist and key documents -- Signing up for an Intuit payroll subscription -- Generating payroll reports -- Filing payroll tax forms and payments -- Managing 1099 contractors in QuickBooks Online -- Setting up 1099 contractors -- Tracking and paying 1099 contractors -- 1099 year-end reporting -- Summary -- Section 5: Closing the Books and Handling Special Transactions -- Chapter 15: Closing the Books in QuickBooks Online -- Reviewing a checklist for closing your books -- 1. Reconciling all bank and credit card accounts -- 2. Making year-end accrual adjustments -- 3. Reviewing new fixed asset purchases and adding them to the chart of accounts</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">4. Making depreciation journal entries -- 5. Taking a physical inventory and recording inventory adjustments -- 6. Adjusting retained earnings for owner/partner distributions -- Recording journal entries -- 7. Setting a closing date and password -- 8. Preparing key financial reports -- Giving your accountant access to your data -- Summary -- Chapter 16: Handling Special Transactions in QuickBooks Online -- Setting up business loans and lines of credit -- Adding a business loan or line of credit to the chart of accounts -- Making payments on a loan or line of credit -- Managing petty cash -- Adding a petty cash account in QuickBooks -- Recording petty cash transactions -- Replenishing petty cash -- Reconciling petty cash -- Recording bad debt expenses -- Creating a bad debt item -- Creating a credit memo -- Applying a credit memo to an outstanding customer invoice -- Tracking delayed charges and credits -- Summary -- Chapter 17: QuickBooks Online Advanced -- Accessing the QBO Advanced test drive account -- Managing fixed assets -- Setting up customized fields -- Managing customized user permissions -- Using workflow automation -- Importing invoices and budgets into QBO -- Importing budgets into QBO -- Batch-creating invoices in QBO -- Reclassify transactions -- DocuSign integration -- Using online backup and restore -- Utilizing the Performance Center and custom charts -- Business analytics with Excel -- Email scheduling for standard and custom reports -- Priority Circle membership -- Summary -- Appendix -- Appendix 1: Shortcuts and Test Drive -- Appendix 2: Intuit QuickBooks Online Certified User Exam Objectives -- Packt Page -- Other Books You May Enjoy -- Index</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Accounting-Computer programs</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">QuickBooks</subfield></datafield><datafield tag="776" ind1="0" ind2="8"><subfield code="i">Erscheint auch als</subfield><subfield code="n">Druck-Ausgabe</subfield><subfield code="a">Shelton, Crystalynn</subfield><subfield code="t">Mastering QuickBooks 2024</subfield><subfield code="d">Birmingham : Packt Publishing, Limited,c2023</subfield></datafield><datafield tag="912" ind1=" " ind2=" "><subfield code="a">ZDB-30-PQE</subfield></datafield><datafield tag="943" ind1="1" ind2=" "><subfield code="a">oai:aleph.bib-bvb.de:BVB01-035210988</subfield></datafield><datafield tag="966" ind1="e" ind2=" "><subfield code="u">https://ebookcentral.proquest.com/lib/hwr/detail.action?docID=31041452</subfield><subfield code="l">DE-2070s</subfield><subfield code="p">ZDB-30-PQE</subfield><subfield code="q">HWR_PDA_PQE</subfield><subfield code="x">Aggregator</subfield><subfield code="3">Volltext</subfield></datafield></record></collection> |
| id | DE-604.BV049871513 |
| illustrated | Not Illustrated |
| indexdate | 2024-09-18T10:01:47Z |
| institution | BVB |
| isbn | 9781835460238 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-035210988 |
| oclc_num | 1416189742 |
| open_access_boolean | |
| owner | DE-2070s |
| owner_facet | DE-2070s |
| physical | 1 Online-Ressource (571 Seiten) |
| psigel | ZDB-30-PQE ZDB-30-PQE HWR_PDA_PQE |
| publishDate | 2023 |
| publishDateSearch | 2023 |
| publishDateSort | 2023 |
| publisher | Packt Publishing, Limited |
| record_format | marc |
| spelling | Shelton, Crystalynn Verfasser aut Mastering QuickBooks 2024 Bookkeeping with US QuickBooks Online for Small Businesses 5th ed Birmingham Packt Publishing, Limited 2023 ©2023 1 Online-Ressource (571 Seiten) txt rdacontent c rdamedia cr rdacarrier Description based on publisher supplied metadata and other sources Cover -- Copyright -- Contributors -- Table of Contents -- Preface -- Section 1: Setting Up Your Company File -- Chapter 1: Getting Started with QuickBooks Online -- What is QuickBooks? -- Exploring QBO editions -- Choosing the right QBO edition -- QBO Simple Start -- QBO Essentials -- QBO Plus -- QBO Advanced -- Creating a QBO account -- Navigating in QBO -- QBO dashboards and left navigation menu -- QuickBooks Online icons -- QuickBooks Online menus -- Small-business bookkeeping 101 -- Recording sales -- Recording expenses -- Recording inventory and fixed asset purchases -- Recording liabilities -- The chart of accounts -- Choosing an accounting method -- Double-entry bookkeeping -- Summary -- Chapter 2: Company File Setup -- Key information and documents -- Setting up company preferences in QBO -- Company settings -- Billing & -- subscription settings -- Usage settings -- Sales settings -- Expense settings -- Payments settings -- Time settings -- Advanced settings -- Summary -- Chapter 3: Migrating to QuickBooks Online -- Deciding whether QuickBooks Online is right for your business -- Functionality not available in QBO -- QuickBooks Desktop data that will not convert to QBO -- Questions to ask yourself in preparation for data conversion -- Converting QuickBooks Desktop data to QBO -- Checking the target count -- Creating a QBO account -- Backing up your QuickBooks Desktop file -- Checking for updates -- Running the QBD conversion-to-QBO tool -- Logging in to QBO -- Verifying that all of your data was converted -- Alternatives to converting a QuickBooks Desktop file to QBO -- Importing list data into QBO -- Recording a summary journal entry of historical data in QBO -- Recording details of historical data in QBO -- Converting from Excel spreadsheets or pen and paper to QBO -- Summary -- Chapter 4: Customizing QuickBooks for Your Business Customizing the chart of accounts list -- Adding a new account to the chart of accounts list -- Importing a chart of accounts list -- Editing accounts on the chart of accounts list -- Inactivating an account on the chart of accounts list -- Reactivating an account on the chart of accounts list -- Merging accounts in QBO -- Connecting bank accounts to QBO -- Importing banking transactions automatically -- Uploading banking transactions from an Excel or CSV file -- Connecting credit card accounts to QBO -- Importing credit card transactions automatically -- Uploading credit card transactions from an Excel or CSV file -- Giving other users access to your QuickBooks data -- Company administrator -- Standard all access user -- Reports-only user -- Time tracking user -- Accountant user -- Editing user privileges -- Using apps in QuickBooks Online -- Overview of the QuickBooks App Center -- Finding apps for your business -- Summary -- Chapter 5: Managing Customer, Vendor, and Products and Services Lists -- Managing customer lists in QuickBooks Online -- Manually adding customers in QuickBooks Online -- Importing customers into QuickBooks Online -- Making changes to existing customers in QuickBooks Online -- Inactivating customers in QuickBooks Online -- Merging customers in QuickBooks Online -- Managing vendor lists in QuickBooks Online -- Manually adding vendors in QuickBooks Online -- Importing vendors into QuickBooks Online -- Making changes to existing vendors in QuickBooks Online -- Inactivating vendors in QuickBooks Online -- Merging vendors in QuickBooks Online -- Managing products and services lists in QuickBooks Online -- Manually adding products and services in QuickBooks Online -- Importing products and services in QuickBooks Online -- Making changes to existing products and services in QuickBooks Online Inactivating products and services in QuickBooks Online -- Merging products and services in QuickBooks Online -- Summary -- Section 2: Recording Transactions in QuickBooks Online -- Chapter 6: Managing Sales Tax -- Do you need to charge sales tax? -- Setting up sales tax in QuickBooks Online -- Creating an invoice that includes sales tax -- Sales tax reports -- Paying sales tax when it comes due -- Summary -- Chapter 7: Recording Sales Transactions in QuickBooks Online -- Entering sales forms -- Recording income using a sales receipt -- Recording income using a deposit -- Recording income using a sales invoice -- Customizing sales templates -- Recording customer payments -- Managing credit card payments -- Recording payments to the payments to deposit account -- Issuing credit memos and refunds to customers -- Applying a credit memo to an open invoice -- Summary -- Chapter 8: Recording Expenses in QuickBooks Online -- Entering and paying bills -- Entering bills into QuickBooks Online -- Paying bills in QuickBooks Online -- Entering vendor credits into QuickBooks Online -- Managing recurring expenses -- Writing checks -- Printing checks -- Editing, voiding, and deleting expenses -- Capturing and categorizing receipts and bills -- Summary -- Chapter 9: Reconciling Uploaded Bank and Credit Card Transactions -- Overview of the Banking Center -- Matching transactions -- Editing banking transactions -- Understanding bank rules -- How do you want to apply this rule? -- Reconciling accounts -- Troubleshooting tips for reconciling bank and credit card accounts -- Summary -- Section 3: Generating Reports in QuickBooks Online -- Chapter 10: Reports Center Overview -- Navigating the Reports Center -- Reports available in the Reports Center -- Customizing reports -- General report customizations -- Row/Columns report customization Using filters to customize reports -- Header and footer report customization -- Saving a customized report -- Customizing management reports -- Exporting reports -- Exporting reports to Excel -- Exporting reports to PDF -- Sending reports via email -- Summary -- Chapter 11: Business Overview and Cash Flow Reports -- Understanding profit and loss statements -- Generating balance sheet reports -- Understanding the statement of cash flows -- Creating a budget -- Using the Cash Flow Center -- Cash Flow Planner -- Generating the audit log report -- Summary -- Chapter 12: Customer Sales Reports in QuickBooks Online -- Generating an accounts receivable aging report -- Generating an open invoices report -- Generating a sales-by-customer/client report -- Generating a sales-by-product/service report -- Summary -- Chapter 13: Vendor and Expenses Reports -- Understanding the accounts payable (A/P) aging report -- Utilizing the unpaid bills report -- Understanding the expenses-by-vendor summary report -- Utilizing the bill payments report -- Summary -- Section 4: Managing Employees and Contractors -- Chapter 14: Managing Employees and 1099 Contractors in QuickBooks Online -- Setting up payroll -- Payroll setup checklist and key documents -- Signing up for an Intuit payroll subscription -- Generating payroll reports -- Filing payroll tax forms and payments -- Managing 1099 contractors in QuickBooks Online -- Setting up 1099 contractors -- Tracking and paying 1099 contractors -- 1099 year-end reporting -- Summary -- Section 5: Closing the Books and Handling Special Transactions -- Chapter 15: Closing the Books in QuickBooks Online -- Reviewing a checklist for closing your books -- 1. Reconciling all bank and credit card accounts -- 2. Making year-end accrual adjustments -- 3. Reviewing new fixed asset purchases and adding them to the chart of accounts 4. Making depreciation journal entries -- 5. Taking a physical inventory and recording inventory adjustments -- 6. Adjusting retained earnings for owner/partner distributions -- Recording journal entries -- 7. Setting a closing date and password -- 8. Preparing key financial reports -- Giving your accountant access to your data -- Summary -- Chapter 16: Handling Special Transactions in QuickBooks Online -- Setting up business loans and lines of credit -- Adding a business loan or line of credit to the chart of accounts -- Making payments on a loan or line of credit -- Managing petty cash -- Adding a petty cash account in QuickBooks -- Recording petty cash transactions -- Replenishing petty cash -- Reconciling petty cash -- Recording bad debt expenses -- Creating a bad debt item -- Creating a credit memo -- Applying a credit memo to an outstanding customer invoice -- Tracking delayed charges and credits -- Summary -- Chapter 17: QuickBooks Online Advanced -- Accessing the QBO Advanced test drive account -- Managing fixed assets -- Setting up customized fields -- Managing customized user permissions -- Using workflow automation -- Importing invoices and budgets into QBO -- Importing budgets into QBO -- Batch-creating invoices in QBO -- Reclassify transactions -- DocuSign integration -- Using online backup and restore -- Utilizing the Performance Center and custom charts -- Business analytics with Excel -- Email scheduling for standard and custom reports -- Priority Circle membership -- Summary -- Appendix -- Appendix 1: Shortcuts and Test Drive -- Appendix 2: Intuit QuickBooks Online Certified User Exam Objectives -- Packt Page -- Other Books You May Enjoy -- Index Accounting-Computer programs QuickBooks Erscheint auch als Druck-Ausgabe Shelton, Crystalynn Mastering QuickBooks 2024 Birmingham : Packt Publishing, Limited,c2023 |
| spellingShingle | Shelton, Crystalynn Mastering QuickBooks 2024 Bookkeeping with US QuickBooks Online for Small Businesses Cover -- Copyright -- Contributors -- Table of Contents -- Preface -- Section 1: Setting Up Your Company File -- Chapter 1: Getting Started with QuickBooks Online -- What is QuickBooks? -- Exploring QBO editions -- Choosing the right QBO edition -- QBO Simple Start -- QBO Essentials -- QBO Plus -- QBO Advanced -- Creating a QBO account -- Navigating in QBO -- QBO dashboards and left navigation menu -- QuickBooks Online icons -- QuickBooks Online menus -- Small-business bookkeeping 101 -- Recording sales -- Recording expenses -- Recording inventory and fixed asset purchases -- Recording liabilities -- The chart of accounts -- Choosing an accounting method -- Double-entry bookkeeping -- Summary -- Chapter 2: Company File Setup -- Key information and documents -- Setting up company preferences in QBO -- Company settings -- Billing & -- subscription settings -- Usage settings -- Sales settings -- Expense settings -- Payments settings -- Time settings -- Advanced settings -- Summary -- Chapter 3: Migrating to QuickBooks Online -- Deciding whether QuickBooks Online is right for your business -- Functionality not available in QBO -- QuickBooks Desktop data that will not convert to QBO -- Questions to ask yourself in preparation for data conversion -- Converting QuickBooks Desktop data to QBO -- Checking the target count -- Creating a QBO account -- Backing up your QuickBooks Desktop file -- Checking for updates -- Running the QBD conversion-to-QBO tool -- Logging in to QBO -- Verifying that all of your data was converted -- Alternatives to converting a QuickBooks Desktop file to QBO -- Importing list data into QBO -- Recording a summary journal entry of historical data in QBO -- Recording details of historical data in QBO -- Converting from Excel spreadsheets or pen and paper to QBO -- Summary -- Chapter 4: Customizing QuickBooks for Your Business Customizing the chart of accounts list -- Adding a new account to the chart of accounts list -- Importing a chart of accounts list -- Editing accounts on the chart of accounts list -- Inactivating an account on the chart of accounts list -- Reactivating an account on the chart of accounts list -- Merging accounts in QBO -- Connecting bank accounts to QBO -- Importing banking transactions automatically -- Uploading banking transactions from an Excel or CSV file -- Connecting credit card accounts to QBO -- Importing credit card transactions automatically -- Uploading credit card transactions from an Excel or CSV file -- Giving other users access to your QuickBooks data -- Company administrator -- Standard all access user -- Reports-only user -- Time tracking user -- Accountant user -- Editing user privileges -- Using apps in QuickBooks Online -- Overview of the QuickBooks App Center -- Finding apps for your business -- Summary -- Chapter 5: Managing Customer, Vendor, and Products and Services Lists -- Managing customer lists in QuickBooks Online -- Manually adding customers in QuickBooks Online -- Importing customers into QuickBooks Online -- Making changes to existing customers in QuickBooks Online -- Inactivating customers in QuickBooks Online -- Merging customers in QuickBooks Online -- Managing vendor lists in QuickBooks Online -- Manually adding vendors in QuickBooks Online -- Importing vendors into QuickBooks Online -- Making changes to existing vendors in QuickBooks Online -- Inactivating vendors in QuickBooks Online -- Merging vendors in QuickBooks Online -- Managing products and services lists in QuickBooks Online -- Manually adding products and services in QuickBooks Online -- Importing products and services in QuickBooks Online -- Making changes to existing products and services in QuickBooks Online Inactivating products and services in QuickBooks Online -- Merging products and services in QuickBooks Online -- Summary -- Section 2: Recording Transactions in QuickBooks Online -- Chapter 6: Managing Sales Tax -- Do you need to charge sales tax? -- Setting up sales tax in QuickBooks Online -- Creating an invoice that includes sales tax -- Sales tax reports -- Paying sales tax when it comes due -- Summary -- Chapter 7: Recording Sales Transactions in QuickBooks Online -- Entering sales forms -- Recording income using a sales receipt -- Recording income using a deposit -- Recording income using a sales invoice -- Customizing sales templates -- Recording customer payments -- Managing credit card payments -- Recording payments to the payments to deposit account -- Issuing credit memos and refunds to customers -- Applying a credit memo to an open invoice -- Summary -- Chapter 8: Recording Expenses in QuickBooks Online -- Entering and paying bills -- Entering bills into QuickBooks Online -- Paying bills in QuickBooks Online -- Entering vendor credits into QuickBooks Online -- Managing recurring expenses -- Writing checks -- Printing checks -- Editing, voiding, and deleting expenses -- Capturing and categorizing receipts and bills -- Summary -- Chapter 9: Reconciling Uploaded Bank and Credit Card Transactions -- Overview of the Banking Center -- Matching transactions -- Editing banking transactions -- Understanding bank rules -- How do you want to apply this rule? -- Reconciling accounts -- Troubleshooting tips for reconciling bank and credit card accounts -- Summary -- Section 3: Generating Reports in QuickBooks Online -- Chapter 10: Reports Center Overview -- Navigating the Reports Center -- Reports available in the Reports Center -- Customizing reports -- General report customizations -- Row/Columns report customization Using filters to customize reports -- Header and footer report customization -- Saving a customized report -- Customizing management reports -- Exporting reports -- Exporting reports to Excel -- Exporting reports to PDF -- Sending reports via email -- Summary -- Chapter 11: Business Overview and Cash Flow Reports -- Understanding profit and loss statements -- Generating balance sheet reports -- Understanding the statement of cash flows -- Creating a budget -- Using the Cash Flow Center -- Cash Flow Planner -- Generating the audit log report -- Summary -- Chapter 12: Customer Sales Reports in QuickBooks Online -- Generating an accounts receivable aging report -- Generating an open invoices report -- Generating a sales-by-customer/client report -- Generating a sales-by-product/service report -- Summary -- Chapter 13: Vendor and Expenses Reports -- Understanding the accounts payable (A/P) aging report -- Utilizing the unpaid bills report -- Understanding the expenses-by-vendor summary report -- Utilizing the bill payments report -- Summary -- Section 4: Managing Employees and Contractors -- Chapter 14: Managing Employees and 1099 Contractors in QuickBooks Online -- Setting up payroll -- Payroll setup checklist and key documents -- Signing up for an Intuit payroll subscription -- Generating payroll reports -- Filing payroll tax forms and payments -- Managing 1099 contractors in QuickBooks Online -- Setting up 1099 contractors -- Tracking and paying 1099 contractors -- 1099 year-end reporting -- Summary -- Section 5: Closing the Books and Handling Special Transactions -- Chapter 15: Closing the Books in QuickBooks Online -- Reviewing a checklist for closing your books -- 1. Reconciling all bank and credit card accounts -- 2. Making year-end accrual adjustments -- 3. Reviewing new fixed asset purchases and adding them to the chart of accounts 4. Making depreciation journal entries -- 5. Taking a physical inventory and recording inventory adjustments -- 6. Adjusting retained earnings for owner/partner distributions -- Recording journal entries -- 7. Setting a closing date and password -- 8. Preparing key financial reports -- Giving your accountant access to your data -- Summary -- Chapter 16: Handling Special Transactions in QuickBooks Online -- Setting up business loans and lines of credit -- Adding a business loan or line of credit to the chart of accounts -- Making payments on a loan or line of credit -- Managing petty cash -- Adding a petty cash account in QuickBooks -- Recording petty cash transactions -- Replenishing petty cash -- Reconciling petty cash -- Recording bad debt expenses -- Creating a bad debt item -- Creating a credit memo -- Applying a credit memo to an outstanding customer invoice -- Tracking delayed charges and credits -- Summary -- Chapter 17: QuickBooks Online Advanced -- Accessing the QBO Advanced test drive account -- Managing fixed assets -- Setting up customized fields -- Managing customized user permissions -- Using workflow automation -- Importing invoices and budgets into QBO -- Importing budgets into QBO -- Batch-creating invoices in QBO -- Reclassify transactions -- DocuSign integration -- Using online backup and restore -- Utilizing the Performance Center and custom charts -- Business analytics with Excel -- Email scheduling for standard and custom reports -- Priority Circle membership -- Summary -- Appendix -- Appendix 1: Shortcuts and Test Drive -- Appendix 2: Intuit QuickBooks Online Certified User Exam Objectives -- Packt Page -- Other Books You May Enjoy -- Index Accounting-Computer programs QuickBooks |
| title | Mastering QuickBooks 2024 Bookkeeping with US QuickBooks Online for Small Businesses |
| title_auth | Mastering QuickBooks 2024 Bookkeeping with US QuickBooks Online for Small Businesses |
| title_exact_search | Mastering QuickBooks 2024 Bookkeeping with US QuickBooks Online for Small Businesses |
| title_full | Mastering QuickBooks 2024 Bookkeeping with US QuickBooks Online for Small Businesses |
| title_fullStr | Mastering QuickBooks 2024 Bookkeeping with US QuickBooks Online for Small Businesses |
| title_full_unstemmed | Mastering QuickBooks 2024 Bookkeeping with US QuickBooks Online for Small Businesses |
| title_short | Mastering QuickBooks 2024 |
| title_sort | mastering quickbooks 2024 bookkeeping with us quickbooks online for small businesses |
| title_sub | Bookkeeping with US QuickBooks Online for Small Businesses |
| topic | Accounting-Computer programs QuickBooks |
| topic_facet | Accounting-Computer programs QuickBooks |
| work_keys_str_mv | AT sheltoncrystalynn masteringquickbooks2024bookkeepingwithusquickbooksonlineforsmallbusinesses |