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You're reading from Mastering QuickBooks 2021 The ultimate guide to bookkeeping and QuickBooks Online

Product type Paperback

Published in Jan 2021

Publisher Packt

ISBN-13 9781800204041

Length 414 pages

Edition 2nd Edition

Tools

QuickBooks

Concepts

Business Management

Author (1):

Crystalynn Shelton

View More author details

Table of Contents (26) Chapters

Preface

1. Section 1: Setting Up Your Company File

2. Getting Started with QuickBooks Online FREE CHAPTER

3. QuickBooks Online Advanced

4. Company File Setup

5. Migrating to QuickBooks Online

6. Customizing QuickBooks for Your Business

7. Managing Customers, Vendors, Products, and Services

8. Section 2: Recording Transactions in QuickBooks Online

9. Managing Sales Tax

10. Recording Sales Transactions in QuickBooks Online

11. Recording Expenses in QuickBooks Online

12. Reconciling Downloaded Bank and Credit Card Transactions

13. Section 3: Generating Reports in QuickBooks Online

14. Report Center Overview

15. Business Overview Reports

16. Customer Sales Reports in QuickBooks Online

17. Vendor and Expenses Reports

18. Section 4: Managing Employees and Contractors

19. Managing Payroll in QuickBooks Online

20. Managing 1099 Contractors in QuickBooks Online

21. Section 5: Closing the Books and Handling Special Transactions

22. Closing the Books in QuickBooks Online

23. Handling Special Transactions in QuickBooks Online

24. Shortcuts and Test Drive

25. Other Books You May Enjoy

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Creating a QuickBooks Online account

The first step to setting up your business in QBO is to create a QBO account. To create a QBO account, you need to go to the Intuit website and select a QBO subscription plan.

Follow these steps to create a QBO account:

Open your web browser and go to the Intuit website: www.intuit.com.
Click on Products and select QuickBooks, as shown in the following screenshot:

Click on Plans & Pricing, as indicated in the following screenshot:

Choose from one of three pricing plans: Essentials, Plus, and Advanced, as indicated in the following screenshot:

Create an Intuit account by providing your business email address, mobile number, and password, as indicated in the following screenshot:

Provide your business name and the number of years you've been in business, and specify whether you are converting from QuickBooks Desktop, as indicated in the following screenshot. If you are not currently...

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Authors (1)

Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written four Amazon Bestsellers, Mastering QuickBooks 2020, Mastering QuickBooks 2021, Mastering QuickBooks 2022, and Mastering QuickBooks 2023. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy 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!

See other products by Crystalynn Shelton