finelybook
Mastering QuickBooks 2026: The complete guide to small business accounting with US QuickBooks Online
Author(s): Crystalynn Shelton (Author)
- Publisher finelybook 出版社: Packt Publishing
- Publication Date 出版日期: December 30, 2025
- Edition 版本: 7th ed.
- Language 语言: English
- Print length 页数: 544 pages
- ISBN-10: 1806386895
- ISBN-13: 9781806386895
Book Description
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 with a companion workbook and exclusive video tutorials on bookkeeping and financial reporting
- Free with your book: PDF Copy, AI Assistant, and Next-Gen Reader
Book Description
Unlock smarter, faster, and more confident bookkeeping with the new edition of the bestselling Mastering QuickBooks series – one of the most comprehensive guides to US QuickBooks Online. Written for small business owners, bookkeepers, accountants, and ProAdvisors, it takes you from setup and fundamentals through to advanced workflows, real-world case studies, and Intuit’s newest AI-powered tools.
You’ll learn how to automate invoices, payments, and expense tracking with AI agents, and use Intuit Assist for reconciliations, cash flow analysis, and forecasting. Expanded coverage of e-commerce integrations with Shopify, Amazon, and Square helps you simplify multi-channel sales, while updated payroll, inventory, and compliance chapters ensure you stay aligned with the latest regulations. Three in-depth case studies on retail, services, and property management show QuickBooks in action, making it easy to apply your learning to real-world businesses. To reinforce your skills, the book also includes a companion workbook and exclusive author-led video tutorials.
Whether you’re new to QuickBooks or a seasoned professional, this edition will help you save time, reduce errors, and make smarter financial decisions with confidence.
What you will learn
- Set up and customize QuickBooks Online before managing vendor, product, and services lists
- Automate tasks using workflow automation and advanced custom fields
- Manage payroll and 1099 contractors for compliance and efficiency
- Optimize inventory management and advanced reporting techniques
- Solve common QuickBooks issues with expert troubleshooting tips
- Integrate QuickBooks Online with e-commerce and other financial tools
Who this book is for
The book is for small business owners, bookkeepers, and accounting students who want to learn QuickBooks Online and understand how to implement it effectively. Whether you’re a bookkeeping beginner or have some experience already, this book will help you learn to use Intuit QuickBooks Online confidently.
Table of Contents
- Small-Business Bookkeeping 101
- Getting Started with QuickBooks Online
- Company File Setup
- Customizing QuickBooks for Your Business
- Managing Customer and Vendor Lists
- Managing Sales Tax
- Recording Sales Transactions in QuickBooks Online
- Customer Sales Reports in QuickBooks Online
- Recording Expenses in QuickBooks Online
- Vendor and Expenses Reports in QuickBooks Online
- Managing Bank Feeds and Reconciling Bank and Credit Card Accounts
- Managing 1099 Contractors and Introducing QuickBooks Time in QBO
- Managing Employees in QuickBooks Online
- Report Center Overview
- Business Overview and Cash Management Tools and Reports
- Closing the Books in QuickBooks Online
- Integrating E-commerce platforms QuickBooks Online
- Managing Products and Services
About the Author
Crystalynn Shelton is a CPA and an Advanced QuickBooks ProAdvisor. She has managed accounting teams at Fortune 500 companies such as Texaco and Paramount Pictures, operated her own bookkeeping and payroll practice for 10 years, and spent another three years at Intuit (QuickBooks) as a senior learning specialist. She is the author of the Amazon bestseller series Mastering QuickBooks, now in its seventh edition. She serves as an adjunct instructor at UCLA Extension, teaching accounting, bookkeeping, and QuickBooks to numerous small business owners and accounting students for 14 years. She holds an accounting degree from the University of Texas, Arlington. In 2022, she was recognized as one of the Top 100 ProAdvisors in the United States.
