Professional Tips and Workarounds for QuickBooks Online: Improve your QuickBooks Online and bookkeeping skills using advanced techniques and best prac

Key Features

• Broaden your knowledge of QuickBooks Online and accounting concepts
• Understand how QuickBooks can be adapted to suit different business types using professional techniques
• Learn best practices for preparing annual accounts before closing the books for the year

Book Description

Accountants and bookkeepers can sometimes face challenges while coming up with solutions to help their clients. QuickBooks Online, a popular cloud accounting software, comes with a wide range of tools that can take time to learn. This book will show you how to properly combine the tools available in QuickBooks to get the most out of this software.

Complete with step-by-step explanations of essential concepts and practical examples, the book will begin by helping you understand how to create opening balances for a new company. You'll then discover essential bookkeeping and accountancy tips and tricks, and find guidance to help make QuickBooks as easy to use as possible. As you advance, you'll explore different scenarios in which QuickBooks Online can be used for various business types. This will help you understand that not every business is the same, but using the wide range of functionalities QuickBooks Online offers, you can customize solutions to really make it work for you.

By the end of this QuickBooks book, you'll have gained deep insights into how you can use QuickBooks Online to work for different business types, and you'll have a complete checklist of the different things you should be doing when you start reviewing accounts ahead of tax season.

What you will learn

• Discover how to correctly set up QuickBooks Online with opening balances
• Adapt QuickBooks Online to meet specific industry needs, from manufacturing and retail using inventory to helping lawyers and property agents handle client funds
• Get the most out of features such as Projects and Multicurrency
• Review reports within QuickBooks Online, understand why errors occur, and learn how to resolve them
• Get to grips with key accounting principles and concepts tailored for bookkeeping and accounting beginners
• Find out how the audit trail works and explore all of the information it holds

Who this book is for

Business owners, company directors, accountants, bookkeepers, certified public accountants (CPAs), and anyone studying accounting and bookkeeping will find this book useful. The book contains general bookkeeping and accountancy tips and is designed to help you get the most out of the tools available in QuickBooks Online. Prior QuickBooks knowledge is necessary.

主要特點

• 擴展您對QuickBooks Online和會計概念的知識


• 了解如何使用專業技巧將QuickBooks適應不同的業務類型


• 學習在年結前準備年度帳目的最佳實踐方法

書籍描述

會計師和簿記員有時在為客戶提供解決方案時會面臨挑戰。流行的雲會計軟件QuickBooks Online提供了各種工具，但學習這些工具可能需要一些時間。本書將向您展示如何正確結合QuickBooks中的工具，以充分利用這款軟件。

本書通過逐步解釋基本概念和實際示例，首先幫助您了解如何為新公司創建期初餘額。然後，您將發現基本的簿記和會計技巧，並獲得指導，以使QuickBooks盡可能易於使用。隨著您的進步，您將探索QuickBooks Online可用於各種業務類型的不同情境。這將幫助您了解不是每個業務都相同，但使用QuickBooks Online提供的各種功能，您可以自定義解決方案，使其真正適合您。

通過閱讀本書，您將深入了解如何使用QuickBooks Online適應不同的業務類型，並獲得一份在稅務季節開始審核帳目時應該做的不同事項的完整檢查清單。

您將學到什麼

• 了解如何正確設置具有期初餘額的QuickBooks Online


• 根據特定行業需求，適應QuickBooks Online，從製造和零售使用庫存到幫助律師和房地產代理處理客戶資金


• 充分利用項目和多貨幣等功能


• 在QuickBooks Online中審核報告，了解錯誤發生的原因，並學習如何解決問題


• 掌握針對初學者的簿記和會計的關鍵原則和概念


• 了解審計軌跡的工作原理，並探索其中包含的所有信息

適合閱讀對象

企業主、公司董事、會計師、簿記員、註冊會計師（CPA）以及任何學習會計和簿記的人都會發現本書有用。本書包含一般簿記和會計技巧，旨在幫助您充分利用QuickBooks Online中提供的工具。需要具備先前的QuickBooks知識。

Ashley Beetson has worked in various bookkeeping and accounting roles over a career spanning 30 years. This has included working in law firms, manufacturing, and an accounting practice, as well as operating his own bookkeeping business for 10 years. In 2014, Ash was invited to join the UK Trainer Writer Network, assisting Intuit in creating training materials for QuickBooks ProAdvisors. In 2021, Ash was included in the Top 100 list of ProAdvisors as compiled by The Insightful Accountant. In 2019, Ash co-created nettTracker, a third-party software application that integrates with QuickBooks Online.

Ashley Beetson在過去30年的職業生涯中擔任過各種簿記和會計職位。這包括在律師事務所、製造業和會計事務所工作，以及經營自己的簿記業務長達10年。2014年，Ash受邀加入英國培訓師作家網絡，協助Intuit創建QuickBooks ProAdvisors的培訓材料。2021年，Ash被列入The Insightful Accountant編制的前100名ProAdvisors名單。2019年，Ash共同創建了nettTracker，這是一個與QuickBooks Online集成的第三方軟件應用程式。

Table of Contents

1. Creating and Reviewing Opening Balances in QuickBooks Online
2. Useful Tips and Tricks Every QuickBooks User Should Know
3. QuickBooks Online for Manufacturing Businesses
4. Recording Income for Retail Businesses
5. Handling Client Money
6. The Secret to Success with Projects in QuickBooks Online
7. Handling Foreign Currencies in QuickBooks Online
8. Best Practices When Reviewing Financial Records
9. Enhancing the Consistency of Your Financial Statements
10. Reconciling the Balance Sheet
11. Closing the Year-End, the Audit Log, and More

目錄

1. 在 QuickBooks Online 中建立和審核期初餘額


2. 每個 QuickBooks 使用者應該知道的有用技巧和訣竅


3. 製造業企業的 QuickBooks Online


4. 零售業企業的收入記錄


5. 處理客戶資金


6. 在 QuickBooks Online 中成功執行專案的秘訣


7. 在 QuickBooks Online 中處理外幣


8. 審核財務記錄的最佳實踐


9. 提升財務報表的一致性


10. 對資產負債表進行對帳


11. 年終結算、審計日誌等