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Mastering QuickBooks 2022

You're reading from   Mastering QuickBooks 2022 The bestselling guide to bookkeeping and the QuickBooks Online accounting software

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Product type Paperback
Published in Jan 2022
Publisher Packt
ISBN-13 9781803244280
Length 482 pages
Edition 3rd Edition
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Author (1):
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Crystalynn Shelton Crystalynn Shelton
Author Profile Icon Crystalynn Shelton
Crystalynn Shelton
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Table of Contents (27) Chapters Close

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 Customer, Vendor, and Products and Services Lists 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. Other Books You May Enjoy
25. Index
Appendix

Setting up company preferences in QuickBooks Online

QBCU
1.2.1

Before you start entering data into QuickBooks, you should spend some time going through the company preferences, which allow you to activate features that you would like to use and deactivate features that you don’t plan on using. Click on the gear icon and select Account and settings, located below the Your Company column.

Company preferences are made up of seven key areas:

  • Company
  • Billing and subscription
  • Usage
  • Sales
  • Expenses
  • Payments
  • Advanced

Let’s look at each one of these in more detail.

Company settings

In your company preferences, you will provide basic information about your business, such as the contact email and telephone number, where customers can reach you, and your mailing address. The contact information that’s included in this section will appear on customer invoices and emails that are sent to them...

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