Mastering QuickBooks(R) 2023 - Fourth Edition: Bookkeeping with US QuickBooks Online for Small Businesses

Confidently handle bookkeeping for your business with QuickBooks, learn how to use advanced QBO features, gain techniques for managing sales taxes and budgeting, and discover the best practices for reporting in this fourth, fully updated edition optimized for the US.

Purchase of the print or Kindle book includes a free eBook in PDF format.

 

Key Features:

• Become proficient from a beginner level using QuickBooks Online and implement the best practices to avoid costly errors
• Explore advanced bookkeeping techniques such as reconciling bank and credit card accounts, importing budgets, creating customized user permissions, and exporting business analytics with Excel
• Understand how to manage sales taxes and transactions

 

Book Description:

Handling the financial side of your growing business requires expertise - but what if there's an easier path to managing accounting and tracking profits without the expense of hiring trained professionals?

 

Mastering QuickBooks(R) 2023, Fourth Edition, helps you learn QuickBooks Online (QBO) from scratch. Throughout the book, you'll be guided by an experienced Certified Public Accountant and Advanced Certified QuickBooks ProAdvisor - from setup to core features and beyond.

 

You'll find out how to create multilingual invoices, track mileage, work with a cash flow dashboard that helps you with cash forecasting and planning reports, and upload batches of bills and checks.

 

Every chapter in this new edition was revised to cover a wide range of new features and updates available, including smart invoicing and cash flow projections.

 

You'll also learn how to manage sales tax, including how to set up, collect, track, pay, and report sales tax payments, before diving into the different types of businesses that can benefit from QBO Advanced. You'll then explore how to export reports to Google Sheets, import budgets, and use workflows to create automatic custom reminders for internal staff and customers.

 

By the end of this book, you'll be well-versed with QuickBooks Online and have the confidence to manage all your bookkeeping tasks with ease.

 

What You Will Learn:

• Set up your QuickBooks company file, migrate data to QBO, and customize QBO for your business
• Tackle bookkeeping concepts and the typical US bookkeeping and financial accounting cycle
• Track everything from billable and non-billable time to expenses and profit
• Generate key financial reports for accounts, customers, jobs, and invoice items
• Understand the complete QuickBooks payroll process and track payments made to 1099 contractors
• Discover QBO's newest features, such as recording upfront deposits on estimates, the simplified business view navigation menu, and improvements to bank reconciliations

 

Who this book is for:

The book is for small business owners, bookkeepers, CPA's and accounting students who want to learn QuickBooks Online and understand how to implement and use it effectively.

 

This book is a great way for beginners to gain confidence and expertise using QuickBooks. That said, it is also an exhaustive resource for those with some bookkeeping experience

以自信的態度使用QuickBooks來處理您的企業簿記，學習如何使用高級QBO功能，掌握管理銷售稅和預算的技巧，並了解報告的最佳實踐方法。這是第四版，完全更新，針對美國進行了優化。

購買印刷版或Kindle書籍，將包含一本免費的PDF電子書。

主要特點：

- 從初學者級別熟練使用QuickBooks Online，並實施最佳實踐方法，以避免昂貴的錯誤。
- 探索高級簿記技巧，如對帳銀行和信用卡帳戶，導入預算，創建自定義用戶權限，以及使用Excel導出業務分析。
- 了解如何管理銷售稅和交易。

書籍描述：

處理您不斷增長的企業的財務方面需要專業知識，但如果有一條更簡單的路徑可以管理會計和追踪利潤，而不需要聘請受過訓練的專業人員呢？

《精通QuickBooks(R) 2023，第四版》將幫助您從頭開始學習QuickBooks Online（QBO）。在整本書中，您將得到一位經驗豐富的註冊會計師和高級註冊QuickBooks ProAdvisor的指導，從設置到核心功能以及更多。

您將了解如何創建多語言發票，追踪里程，使用現金流量儀表板進行現金預測和計劃報告，以及上傳一批帳單和支票。

本新版的每一章都經過修訂，以涵蓋各種新功能和更新，包括智能發票和現金流量預測。

您還將學習如何管理銷售稅，包括如何設置、收集、追踪、支付和報告銷售稅支付，然後深入研究可以從QBO Advanced中受益的不同類型的企業。然後，您將探索如何將報告導出到Google Sheets，導入預算，並使用工作流程為內部人員和客戶創建自動定制提醒。

通過閱讀本書，您將熟練掌握QuickBooks Online，並有信心輕鬆管理所有簿記任務。

您將學到什麼：

- 設置QuickBooks公司文件，將數據遷移到QBO，並根據您的業務自定義QBO。
- 解決簿記概念和典型的美國簿記和財務會計週期。
- 追踪從可計費和不可計費時間到費用和利潤的一切。
- 生成關鍵的財務報告，包括帳戶、客戶、工作和發票項目。
- 瞭解完整的QuickBooks工資處理過程，並追踪支付給1099承包商的款項。
- 探索QBO的最新功能，例如在估算值上記錄預付款項，簡化的業務視圖導航菜單以及銀行對賬的改進。

本書適合對象：

本書適合小企業所有者、簿記員、註冊會計師和會計學生，他們想要學習QuickBooks Online並了解如何有效實施和使用它。

對於初學者來說，本書是獲得信心和專業知識使用QuickBooks的好方法。同時，對於有一些簿記經驗的人來說，它也是一個全面的資源。

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 of experience 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!

Crystalynn Shelton是一位持有執照的會計師和小型企業顧問，專注於財務會計軟體培訓、輔導和諮詢。她已經出版了兩本亞馬遜暢銷書籍，分別是《精通QuickBooks 2020》和《精通QuickBooks 2021》。除了擁有小型企業主的經驗外，她在娛樂、石油和天然氣、教育和電腦技術領域擁有超過20年的經驗。Crystalynn是一位高級認證的QuickBooks ProAdvisor，並在過去12年中在加州大學洛杉磯分校擔任會計、簿記和QuickBooks課程的教學工作。當她不在教室裡時，Crystalynn喜歡嘗試新餐廳並與一本好書相伴！

1. Getting Started with QuickBooks Online
2. Company File Setup
3. Migrating to QuickBooks Online
4. Customizing QuickBooks for Your Business
5. Managing Customer, Vendor, and Products and Services Lists
6. Managing Sales Tax
7. Recording Sales Transactions in QuickBooks Online
8. Recording Expenses in QuickBooks Online
9. Reconciling Uploaded Bank and Credit Card Transactions
10. Report Center Overview
11. Business Overview Reports
12. Customer Sales Reports in QuickBooks Online
13. Vendor and Expenses Reports
14. Managing Employees and 1099 Contractors in QuickBooks Online

(N.B. Please use the Look Inside option to see further chapters)

- 快速入門 QuickBooks Online
- 公司檔案設定
- 遷移至 QuickBooks Online
- 自訂 QuickBooks 以符合您的業務需求
- 管理客戶、供應商和產品與服務清單
- 管理銷售稅
- 在 QuickBooks Online 中記錄銷售交易
- 在 QuickBooks Online 中記錄費用
- 對帳上傳的銀行和信用卡交易
- 報表中心概述
- 業務概述報表
- QuickBooks Online 中的客戶銷售報表
- 供應商和費用報表
- 在 QuickBooks Online 中管理員工和 1099 承包商

（註：請使用「內容預覽」選項查看更多章節）