Mastering Quickbooks 2026 : the complete guide to small business accounting with US Quickbooks online / Crystalynn Shelton.

Format:

Book

Author/Creator:

Shelton, Crystalynn, author.

Language:

English

Subjects (All):

QuickBooks.

Small business--Finance--Computer programs.

Small business.

Small business--Accounting--Computer programs.

Physical Description:

1 online resource

Edition:

Seventh Edition.

Place of Publication:

Birmingham : Packt Publishing, 2026.

Summary:

Harness AI-driven automation, streamline workflows, and apply real-world case studies to simplify modern bookkeeping Key Features Be the first to explore AI-powered QuickBooks workflows, including Intuit Assist and AI Agents Apply learning through real-world case studies across retail, services, and property management Reinforce your knowledge...

Contents:

Cover

Title page

Copyright and credit page

Contributors

Table of Contents

Preface

Free Benefits with Your Book

Part 1: Setting Up Your Company File

Chapter 1: 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

Financial statements

Summary

Chapter 2: Getting Started with QuickBooks Online

What is QuickBooks?

Understanding the role of AI agents in QBO

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 left navigation menu

QBO Home dashboard

QBO icons

Gear menu

Chapter 3: Company File Setup

Key information and documents

Setting up company preferences in QBO

Company settings

Usage settings

Payments settings

QuickBooks Checking settings

Sales settings

Expenses settings

Time settings

Advanced settings

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, CSV, or PDF 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

Standard all access user

Standard no access user

Accounts receivable manager

Accounts payable manager

Standard limited customers and vendors

In house accountant

Company administrator

Primary administrator

Reports-only user

Time tracking user

Accountant user

Editing user privileges

Using apps in QBO

Overview of the QuickBooks Integration Center

Finding integrations for your business

Customizing sales templates

Summary

Chapter 5: Managing Customer and Vendor Lists

Managing customer lists in QBO

Manually adding customers in QBO

Importing customers into QBO

Making changes to existing customers in QBO

Inactivating customers in QBO

Merging customers in QBO

Managing vendor lists in QBO

Manually adding vendors in QBO

Importing vendors into QBO

Making changes to existing vendors in QBO

Inactivating vendors in QBO

Merging vendors in QBO

Part 2: Recording Transactions in QBO

Chapter 6: Managing Sales Tax

Do you need to charge sales tax?

Notes:

OCLC-licensed vendor bibliographic record.

ISBN:

1-80638-689-5

OCLC:

1552153987

Publisher Number:

CIPO000306432