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 - the most comprehensive guide to US QuickBooks Online. Written for small business owners, bookkeepers, accountants, and ProAdvisors, it takes you from setup and fundamentals through 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 how to use Intuit Assist for reconciliations, cash flow analysis, and forecasting. Expanded coverage of eCommerce 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 — retail, services, and property management — show QuickBooks in action, making it easy to apply your learning to real businesses.

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.