NOT IN USE - Custom Computerized Accounting with QuickBooks Online 7e (Santa Monica College)
by Williams
ISBN: 9781618535733 | Copyright 2024
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| Computerized Accounting with Quickbooks Online, 7e (pg. 1.iii) | |
| About the Authors (pg. 1.iii) | |
| Preface (pg. 1.iv) | |
| Brief Table of Contents (pg. 1.xiv) | |
| About the Authors (pg. 1.iii) | |
| Preface (pg. 1.iv) | |
| Brief Table of Contents (pg. 1.xiv) | |
| Section One: Introduction (pg. 1.1-1) | |
| Section Overview (pg. 1.1-2) | |
| Chapter 1: Introduction to QuickBooks Online (QBO) (pg. 1.1-3) | |
| A Little Background (pg. 1.1-4) | |
| QuickBooks Online (pg. 1.1-5) | |
| Before We Go Any Further (pg. 1.1-5) | |
| Where To Go For Help (pg. 1.1-6) | |
| Throughout this textbook, you will practice the steps necessary to record transactions and use the v (pg. 1.1-7) | |
| Accessing the Test Drive Company (pg. 1.1-7) | |
| Moving Around in QuickBooks Online (pg. 1.1-8) | |
| Icon Bar (pg. 1.1-8) | |
| Navigation Bar (pg. 1.1-9) | |
| Multiple Open Screens (pg. 1.1-16) | |
| The Importance of “Lists” (pg. 1.1-17) | |
| Chart of Accounts List (pg. 1.1-17) | |
| Practice Exercise 1.1 (pg. 1.1-18) | |
| Products and Services List (pg. 1.1-18) | |
| Practice Exercise 1.2 (pg. 1.1-19) | |
| Other Lists in QBO (pg. 1.1-19) | |
| Managing the Chart of Accounts (pg. 1.1-19) | |
| Adding an Account (pg. 1.1-21) | |
| Editing an Account (pg. 1.1-23) | |
| Inactivating an Account (pg. 1.1-24) | |
| Practice Exercise 1.3 (pg. 1.1-24) | |
| Transactions in QuickBooks Online (pg. 1.1-25) | |
| Forms (pg. 1.1-26) | |
| Transaction Types (pg. 1.1-27) | |
| Finding Transactions (pg. 1.1-28) | |
| Practice Exercise 1.4 (pg. 1.1-30) | |
| Reporting (pg. 1.1-30) | |
| Customizing Reports (pg. 1.1-32) | |
| Printing Reports (pg. 1.1-39) | |
| Practice Exercise 1.5 (pg. 1.1-39) | |
| Chapter Shortcuts (pg. 1.1-41) | |
| Chapter Review (pg. 1.1-41) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.1-42) | |
| Assignment (pg. 1.1-42) | |
| Appendix 1A Customization of Certain Reports (pg. 1.1-44) | |
| Grouping (pg. 1.1-45) | |
| Filtering (pg. 1.1-46) | |
| Customizing (pg. 1.1-47) | |
| Saving and Exporting Customized Reports (pg. 1.1-47) | |
| Future of Report Customization in QBO (pg. 1.1-48) | |
| Appendix 1B Comparison Of Old and New Account Setup Screens (pg. 1.1-48) | |
| Appendix 1C Keyboard Shortcuts In QBO (pg. 1.1-49) | |
| QBO Keyboard Shortcuts Available on the Dashboard or in Navigation Tab Windows (pg. 1.1-49) | |
| QBO Keyboard Shortcuts Available in Forms (pg. 1.1-49) | |
| Useful Shortcuts in Date Fields (pg. 1.1-49) | |
| Chapter 2: Setting Up Company Files (pg. 1.2-1) | |
| Introduction (pg. 1.2-2) | |
| Setting Up a Brand New Company in QBO (pg. 1.2-2) | |
| Converting an Existing Company to QBO (pg. 1.2-4) | |
| Purging a Company File (pg. 1.2-4) | |
| Importing Lists (pg. 1.2-5) | |
| Importing Account Balances (pg. 1.2-7) | |
| Fixing Errors in Company File Setups (pg. 1.2-8) | |
| Customizing QuickBooks Online (pg. 1.2-8) | |
| Customizing Settings In a Company File (pg. 1.2-8) | |
| Practice Exercise 2.1 (pg. 1.2-12) | |
| Setting Up Credit Terms (pg. 1.2-12) | |
| Practice Exercise 2.2 (pg. 1.2-14) | |
| Setting Up Payment Methods (pg. 1.2-15) | |
| Organizing the Products and Services List (pg. 1.2-17) | |
| Practice Exercise 2.3 (pg. 1.2-19) | |
| Chapter Shortcuts (pg. 1.2-20) | |
| Chapter Review (pg. 1.2-20) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.2-21) | |
| Assignments (pg. 1.2-21) | |
| Appendix 2A Which Accounts Get Debited and Credited When Lists Are Imported Into QBO? (pg. 1.2-65) | |
| Appendix 2B Setting Up Your Google Gmail Account (pg. 1.2-66) | |
| If This Is Your First Gmail Account (pg. 1.2-66) | |
| If You Already Have a Gmail Account (pg. 1.2-67) | |
| Section Two: Service Companies (pg. 1.3-1) | |
| When You Make Mistakes (pg. 1.3-1) | |
| Suggestions for Finding Mistakes (pg. 1.3-2) | |
| Section Overview (pg. 1.3-3) | |
| Chapter 3: Sales Activity (Service Company) (pg. 1.3-5) | |
| What is the Sales Cycle in a Service Company? (pg. 1.3-6) | |
| Modifying Standard Sales Settings (pg. 1.3-6) | |
| Practice Exercise 3.1 (pg. 1.3-7) | |
| Managing Customers (pg. 1.3-7) | |
| Customer Center Display (pg. 1.3-8) | |
| Adding a Customer (pg. 1.3-9) | |
| Editing Customer Information (pg. 1.3-14) | |
| Inactivating or Merging Customers (pg. 1.3-14) | |
| Practice Exercise 3.2 (pg. 1.3-17) | |
| Managing Service Items (pg. 1.3-17) | |
| Adding a Service Item (pg. 1.3-18) | |
| Editing, Duplicating, and Inactivating Services (pg. 1.3-20) | |
| Practice Exercise 3.3 (pg. 1.3-22) | |
| Recording Sales Revenue (pg. 1.3-23) | |
| Recording Sales on Account (pg. 1.3-24) | |
| Recording Cash Sales (pg. 1.3-29) | |
| Practice Exercise 3.4 (pg. 1.3-31) | |
| Recording Payments from Customers (pg. 1.3-33) | |
| Payments on Account (pg. 1.3-33) | |
| Practice Exercise 3.5 (pg. 1.3-35) | |
| Making Deposits (pg. 1.3-36) | |
| Practice Exercise 3.6 (pg. 1.3-38) | |
| Recording Customer Credits and Refunds (pg. 1.3-38) | |
| Creating Credit Memos (pg. 1.3-39) | |
| Applying Credit Memos (pg. 1.3-41) | |
| Issuing Refunds to Customers (pg. 1.3-46) | |
| Practice Exercise 3.7 (pg. 1.3-48) | |
| Preparing Sales and Customer Reports (pg. 1.3-50) | |
| Practice Exercise 3.8 (pg. 1.3-52) | |
| Sales Cycle Summary (pg. 1.3-53) | |
| Chapter Shortcuts (pg. 1.3-54) | |
| Chapter Review (pg. 1.3-54) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.3-55) | |
| Assignments (pg. 1.3-56) | |
| Chapter 4: Purchasing Activity (Service Company) (pg. 1.4-1) | |
| What is the Purchase Cycle in a Service Company? (pg. 1.4-2) | |
| Managing Vendors (pg. 1.4-2) | |
| Vendor Center Display (pg. 1.4-3) | |
| Adding a Vendor (pg. 1.4-4) | |
| Viewing Vendor Information (pg. 1.4-6) | |
| Editing Vendor Information (pg. 1.4-7) | |
| Inactivating a Vendor (pg. 1.4-8) | |
| Practice Exercise 4.1 (pg. 1.4-9) | |
| Recording Purchases (pg. 1.4-10) | |
| Purchasing on Account (pg. 1.4-11) | |
| Practice Exercise 4.2 (pg. 1.4-13) | |
| Purchasing with Cash or Check (pg. 1.4-15) | |
| Practice Exercise 4.3 (pg. 1.4-16) | |
| Voiding Checks (pg. 1.4-17) | |
| Practice Exercise 4.4 (pg. 1.4-19) | |
| Purchasing with a Credit Card (pg. 1.4-19) | |
| Practice Exercise 4.5 (pg. 1.4-22) | |
| Paying Vendor Balances (pg. 1.4-23) | |
| Paying Multiple Vendor Bills (pg. 1.4-24) | |
| Paying One or More Bills from a Single Vendor (pg. 1.4-26) | |
| Practice Exercise 4.6 (pg. 1.4-27) | |
| Vendor Reports (pg. 1.4-27) | |
| Practice Exercise 4.7 (pg. 1.4-28) | |
| Purchases Cycle Summary (pg. 1.4-29) | |
| Chapter Shortcuts (pg. 1.4-30) | |
| Chapter Review (pg. 1.4-30) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.4-31) | |
| Assignment 4A (pg. 1.4-31) | |
| Assignment 4B (pg. 1.4-35) | |
| Appendix 4A Reporting 1099 Vendor Activity (pg. 1.4-38) | |
| Chapter 5: End-of-Period Activity (Service Company) (pg. 1.5-1) | |
| Before Issuing Financial Statements (pg. 1.5-2) | |
| Reconciling Bank and Credit Card Accounts (pg. 1.5-3) | |
| Bank Reconciliations (pg. 1.5-3) | |
| Practice Exercise 5.1 (pg. 1.5-7) | |
| Credit Card Reconciliations (pg. 1.5-8) | |
| Practice Exercise 5.2 (pg. 1.5-12) | |
| Making Adjusting Journal Entries (pg. 1.5-12) | |
| Practice Exercise 5.3 (pg. 1.5-14) | |
| Preparing Financial Statements (pg. 1.5-15) | |
| Practice Exercise 5.4 (pg. 1.5-19) | |
| Closing The Books (pg. 1.5-19) | |
| Closing an Accounting Period (pg. 1.5-20) | |
| Practice Exercise 5.5 (pg. 1.5-21) | |
| Year-end Closing (pg. 1.5-21) | |
| Chapter Shortcuts (pg. 1.5-22) | |
| Chapter Review (pg. 1.5-22) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.5-24) | |
| Assignments (pg. 1.5-24) | |
| Appendix 5A Getting It Right (pg. 1.5-29) | |
| Appendix 5B Understanding the Reconciliation Report (pg. 1.5-30) | |
| Appendix 5C Fixing Reconciliation Errors (pg. 1.5-33) | |
| Section Three Merchandising Companies (pg. 1.6-1) | |
| Controls in QuickBooks Online (pg. 1.6-1) | |
| Managing Users (pg. 1.6-1) | |
| Adding Users (pg. 1.6-2) | |
| Editing, Monitoring, and Deleting Users (pg. 1.6-7) | |
| Reporting on Transaction History (pg. 1.6-8) | |
| Section Overview (pg. 1.6-9) | |
| Chapter 6: Sales Activity (Merchandising Company) (pg. 1.6-11) | |
| What is the Sales Cycle in a Merchandising Company? (pg. 1.6-12) | |
| Managing Customers (pg. 1.6-12) | |
| Setting Up Sub-Customers (pg. 1.6-12) | |
| Practice Exercise 6.1 (pg. 1.6-13) | |
| Managing Multiple Shipping Addresses (pg. 1.6-13) | |
| Practice Exercise 6.2 (pg. 1.6-14) | |
| Managing Sales Taxes (pg. 1.6-15) | |
| Setting Up Sales Taxes (pg. 1.6-15) | |
| Managing the Tax Status of Customers (pg. 1.6-21) | |
| Editing Sales Taxes on Sales Transactions (pg. 1.6-22) | |
| Managing Products (Merchandising Company) (pg. 1.6-27) | |
| Adding a Product (pg. 1.6-27) | |
| Editing, Duplicating, and Inactivating Products (pg. 1.6-33) | |
| Practice Exercise 6.3 (pg. 1.6-33) | |
| Recording Sales Revenue (pg. 1.6-34) | |
| Recording Customer Discounts (pg. 1.6-34) | |
| Practice Exercise 6.4 (pg. 1.6-37) | |
| Recording Delayed Charges and Delayed Credits (pg. 1.6-38) | |
| Practice Exercise 6.5 (pg. 1.6-42) | |
| Recording Uncollectible Accounts (pg. 1.6-43) | |
| Practice Exercise 6.6 (pg. 1.6-46) | |
| Recording Payments From Customers (pg. 1.6-47) | |
| Recording Customer Payments by Credit Card (pg. 1.6-47) | |
| Practice Exercise 6.7 (pg. 1.6-48) | |
| Practice Exercise 6.8 (pg. 1.6-50) | |
| Recording Early Payment Discounts Taken by Customers (pg. 1.6-50) | |
| Practice Exercise 6.9 (pg. 1.6-52) | |
| Recording Customer Checks Returned by Bank Due to Insufficient Funds (NSF Checks) (pg. 1.6-53) | |
| Preparing Sales and Collection Reports (pg. 1.6-56) | |
| Practice Exercise 6.11 (pg. 1.6-58) | |
| Preparing Customer Statements (pg. 1.6-58) | |
| Practice Exercise 6.12 (pg. 1.6-60) | |
| Chapter Shortcuts (pg. 1.6-60) | |
| Chapter Review (pg. 1.6-60) | |
| Assignments (pg. 1.6-62) | |
| Chapter 7: Purchasing Activity (Merchandising Company) (pg. 1.7-1) | |
| What is the Purchase Cycle in a Merchandising Company? (pg. 1.7-2) | |
| Purchasing Inventory (pg. 1.7-2) | |
| Paying at Time of Purchase (pg. 1.7-3) | |
| Practice Exercise 7.1 (pg. 1.7-4) | |
| Ordering Inventory (pg. 1.7-5) | |
| Practice Exercise 7.2 (pg. 1.7-7) | |
| Practice Exercise 7.3 (pg. 1.7-10) | |
| Receiving Ordered Inventory (pg. 1.7-13) | |
| Practice Exercise 7.5 (pg. 1.7-16) | |
| Managing Purchase Orders (pg. 1.7-18) | |
| Practice Exercise 7.6 (pg. 1.7-19) | |
| Ordering Inventory Without Using the Purchase Order System (pg. 1.7-19) | |
| Managing Vendor Credits (pg. 1.7-19) | |
| Entering Credits from Vendors (pg. 1.7-20) | |
| Applying Credits from Vendors (pg. 1.7-20) | |
| Practice Exercise 7.7 (pg. 1.7-22) | |
| Special Considerations for Returns of Inventory (pg. 1.7-23) | |
| Practice Exercise 7.8 (pg. 1.7-24) | |
| Paying Vendor Balances (pg. 1.7-25) | |
| Taking Early Payment Discounts (pg. 1.7-25) | |
| Practice Exercise 7.9 (pg. 1.7-28) | |
| Preparing Vendor Reports (pg. 1.7-29) | |
| Practice Exercise 7.10 (pg. 1.7-30) | |
| Chapter Shortcuts (pg. 1.7-30) | |
| Chapter Review (pg. 1.7-30) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.7-31) | |
| Assignments (pg. 1.7-32) | |
| Appendix 7A Identifying FIFO Layers in QBO (pg. 1.7-39) | |
| Chapter 8: End-of-Period and Other Activity (Merchandising Company) (pg. 1.8-1) | |
| Adjusting Inventory (pg. 1.8-2) | |
| Practice Exercise 8.1 (pg. 1.8-6) | |
| Managing Sales Taxes (pg. 1.8-7) | |
| Remitting Sales Tax (pg. 1.8-9) | |
| Adjusting Sales Tax Liabilities (pg. 1.8-13) | |
| Entering Cash Receipts from Non-Customers (pg. 1.8-17) | |
| Practice Exercise 8.2 (pg. 1.8-19) | |
| Recording Bank Transfers (pg. 1.8-19) | |
| Practice Exercise 8.3 (pg. 1.8-20) | |
| Uploading Credit Card Transactions Into QBO (pg. 1.8-20) | |
| Inactivating and Merging General Ledger Accounts (pg. 1.8-27) | |
| Inactivating an Account (pg. 1.8-27) | |
| Merging Accounts (pg. 1.8-29) | |
| Practice Exercise 8.4 (pg. 1.8-30) | |
| Adding Notes to Reports (pg. 1.8-31) | |
| Practice Exercise 8.5 (pg. 1.8-34) | |
| Chapter Shortcuts (pg. 1.8-34) | |
| Chapter Review (pg. 1.8-35) | |
| Assignments (pg. 1.8-36) | |
| Appendix 8A Connecting QBO to Bank Accounts (pg. 1.8-44) | |
| Downloading Transactions from Bank Accounts (pg. 1.8-44) | |
| Setting Banking Rules (pg. 1.8-47) | |
| Section Four Beyond the Basics (pg. 1.9-1) | |
| Chapter 9: Management Tools (pg. 1.9-3) | |
| Tracking and Reporting By Business Segment (pg. 1.9-4) | |
| Turning on Class Tracking (pg. 1.9-5) | |
| Turning on Location Tracking (pg. 1.9-7) | |
| Practice Exercise 9.1 (pg. 1.9-8) | |
| Setting Up Classes and Locations (pg. 1.9-9) | |
| Practice Exercise 9.2 (pg. 1.9-12) | |
| Adding Class to Item Records (pg. 1.9-12) | |
| Practice Exercise 9.3 (pg. 1.9-13) | |
| Adding Class and Location to Transactions (pg. 1.9-14) | |
| Practice Exercise 9.4 (pg. 1.9-15) | |
| Reporting by Class or Location (pg. 1.9-16) | |
| Creating and Using Budgets (pg. 1.9-17) | |
| Creating Budgets (pg. 1.9-17) | |
| Practice Exercise 9.5 (pg. 1.9-19) | |
| Creating Budget Reports (pg. 1.9-20) | |
| Practice Exercise 9.6 (pg. 1.9-21) | |
| Reversing Entries (pg. 1.9-22) | |
| Practice Exercise 9.7 (pg. 1.9-25) | |
| Recurring Transactions (pg. 1.9-25) | |
| Practice Exercise 9.8 (pg. 1.9-29) | |
| Chapter Shortcuts (pg. 1.9-30) | |
| Chapter Review (pg. 1.9-30) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.9-31) | |
| Assignments (pg. 1.9-32) | |
| Appendix 9A Creating and Managing Tags (pg. 1.9-45) | |
| Creating Tag Groups (pg. 1.9-45) | |
| Creating Tags (pg. 1.9-47) | |
| Adding Tags to Transactions (pg. 1.9-48) | |
| Reporting on Tagged Transactions (pg. 1.9-49) | |
| How Do Tags Differ from Classes and Locations? (pg. 1.9-49) | |
| Chapter 10: Project Tracking and Billing for Time and Expenses (pg. 1.10-1) | |
| Before We Begin (pg. 1.10-2) | |
| Working With Projects (pg. 1.10-2) | |
| Practice Exercise 10.1 (pg. 1.10-5) | |
| Managing Projects (pg. 1.10-5) | |
| Setting Up Independent Contractors (pg. 1.10-8) | |
| Practice Exercise 10.2 (pg. 1.10-10) | |
| Using Timesheets To Track Hours (pg. 1.10-11) | |
| Setting Up Time Tracking (pg. 1.10-12) | |
| Entering Timesheet Data (pg. 1.10-13) | |
| Editing Timesheets (pg. 1.10-16) | |
| Tracking Costs Other Than Labor By Project (pg. 1.10-17) | |
| Turning on Features for Tracking and Billing Direct Expenses (pg. 1.10-17) | |
| Accounting for Direct Costs Billed to Customers (pg. 1.10-18) | |
| Practice Exercise 10.3 (pg. 1.10-21) | |
| Identifying Costs as Billable (pg. 1.10-22) | |
| Practice Exercise 10.4 (pg. 1.10-23) | |
| Billing for Time and Costs (pg. 1.10-24) | |
| Practice Exercise 10.5 (pg. 1.10-26) | |
| Preparing Project Reports (pg. 1.10-28) | |
| Practice Exercise 10.6 (pg. 1.10-29) | |
| Chapter Shortcuts (pg. 1.10-29) | |
| Chapter Review (pg. 1.10-30) | |
| Assignments (pg. 1.10-31) | |
| Appendix 10A Working with Estimates (pg. 1.10-42) | |
| Activating Progress Invoicing (pg. 1.10-43) | |
| Creating Estimates (pg. 1.10-43) | |
| Creating Invoices from Estimates (pg. 1.10-45) | |
| Creating Change Orders (pg. 1.10-47) | |
| Creating Purchase Orders from Estimates (pg. 1.10-48) | |
| Chapter 11: Additional Tools (pg. 1.11-1) | |
| Saving Customized Reports (pg. 1.11-2) | |
| Practice Exercise 11.1 (pg. 1.11-4) | |
| Creating Management Report Packages (pg. 1.11-5) | |
| Practice Exercise 11.2 (pg. 1.11-10) | |
| Creating Custom Fields (pg. 1.11-11) | |
| Practice Exercise 11.3 (pg. 1.11-13) | |
| Customizing Sales Forms (pg. 1.11-13) | |
| Using Customized Forms (pg. 1.11-16) | |
| Exporting Reports to Excel (pg. 1.11-17) | |
| Uploading and Managing Attachments (pg. 1.11-19) | |
| Adding Attachments to Customer or Vendor Records (pg. 1.11-19) | |
| Adding Attachments to Transactions (pg. 1.11-20) | |
| Adding Attachments Directly to the Attachment Lists (pg. 1.11-21) | |
| Uploading Receipts (pg. 1.11-23) | |
| Chapter Shortcuts (pg. 1.11-26) | |
| Chapter Review (pg. 1.11-26) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.11-27) | |
| Assignments (pg. 1.11-28) | |
| Section Five Paying Employees (pg. 1.12-1) | |
| Before We Move Forward (pg. 1.12-1) | |
| Chapter 12: Payroll Activity (pg. 1.12-3) | |
| What is the Payroll Cycle? (pg. 1.12-4) | |
| Processing Payroll in QBO (pg. 1.12-4) | |
| Payroll Plans Available in QBO (pg. 1.12-4) | |
| Chapter 12 Structure (pg. 1.12-5) | |
| Payroll Primer (pg. 1.12-5) | |
| Becoming an Employer (pg. 1.12-5) | |
| Hiring Employees (pg. 1.12-5) | |
| Compensation (pg. 1.12-7) | |
| Payroll Taxes-Reporting and Remitting (pg. 1.12-7) | |
| Payroll System Walkthrough (pg. 1.12-9) | |
| STEP 1-Set Up a New Company File (pg. 1.12-9) | |
| STEP 2-Activate Payroll (pg. 1.12-16) | |
| STEP 3-Add Employees (pg. 1.12-18) | |
| STEP 4-Finish the Payroll Setup (pg. 1.12-30) | |
| STEP 5-Process Payroll (pg. 1.12-38) | |
| STEP 6-Remit Payroll Taxes (pg. 1.12-41) | |
| STEP 7-Access Payroll Reports (pg. 1.12-44) | |
| STEP 8-Edit Employees When Necessary (pg. 1.12-45) | |
| Chapter Shortcuts (pg. 1.12-46) | |
| Chapter Review (pg. 1.12-46) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.12-47) | |
| Assignment (pg. 1.12-47) | |
| Section Six Cognitive Technologies, Data Analysis, and QBO (pg. 1.13-1) | |
| Chapter 13: Big Data, Artificial Intelligence, and QBO (pg. 1.13-3) | |
| What Is Big Data? (pg. 1.13-4) | |
| Types and Sources of Big Data (pg. 1.13-5) | |
| Processing Data (Extracting, Transforming, and Loading) (pg. 1.13-6) | |
| What is Artificial Intelligence and How is It Used? (pg. 1.13-7) | |
| Artificial Intelligence (pg. 1.13-7) | |
| Types of Artificial Intelligence Systems (pg. 1.13-8) | |
| Machine Learning Models (pg. 1.13-9) | |
| Artificial Intelligence in QBO (pg. 1.13-10) | |
| Privacy and Ethical Issues with Big Data AND ARTIFICIAL INTELLIGENCE (pg. 1.13-11) | |
| FINAL NOTE (pg. 1.13-12) | |
| Chapter Review (pg. 1.13-12) | |
| Assignments (pg. 1.13-13) | |
| Chapter 14: Data Analytics and Data Visualization (pg. 1.14-1) | |
| What is Data Analytics? (pg. 1.14-2) | |
| Descriptive Analytics (pg. 1.14-2) | |
| Diagnostic Analytics (pg. 1.14-2) | |
| Predictive Analytics (pg. 1.14-3) | |
| Prescriptive Analytics (pg. 1.14-3) | |
| Tools for Data Analysis (pg. 1.14-3) | |
| Analysis Tools in QBO (pg. 1.14-3) | |
| Analysis Tools in Spreadsheet Programs (pg. 1.14-4) | |
| Analysis Tools in Data Visualization Software (pg. 1.14-15) | |
| Best Practices in Data Visualization (pg. 1.14-17) | |
| Select an Appropriate Chart Type (pg. 1.14-18) | |
| Use Color to Highlight the Data (pg. 1.14-18) | |
| Add Text to Explain and Add Context (pg. 1.14-19) | |
| Remove Unnecessary Elements (pg. 1.14-19) | |
| Make Sure the Visualizations Are Objective and Balanced (pg. 1.14-19) | |
| Beyond The Numbers and Into The Future (pg. 1.14-20) | |
| Chapter Review (pg. 1.14-21) | |
| Beyond the Clicks-Thinking Like a Manager (pg. 1.14-21) | |
| Assignment (pg. 1.14-22) | |
| Appendix A: Is Computerized Accounting Really the Same as Manual Accounting? (pg. 1.A-1) | |
| Accrual and Cash Basis Accounting in QuickBooks Online (pg. 1.A-3) | |
| Comparison of Computerized and Manual Accounting Systems (pg. 1.A-5) | |
| Journal Entries (pg. 1.A-5) | |
| Journals (pg. 1.A-6) | |
| General Ledger and T-Accounts (pg. 1.A-8) | |
| Trial Balances (pg. 1.A-8) | |
| Appendix B: Account Types and Common Transaction Types Used in QBO (pg. 1.B-1) | |
| Appendix C: Common Options Available on Various Forms (pg. 1.C-1) | |
| Quick Reference Guide To Accounting Terms (pg. 1.G-1) | |
Gayle Williams
Adjunct Professor of Accounting, Sacramento City College
Gayle Williams is an Adjunct Professor of Accounting at Sacramento City College, where she teaches computerized accounting. She received a BA in Comparative Literature and an MBA with a concentration in Accounting from the University of Washington. Professor Williams holds a CPA certification from the states of Washington and California and has worked in public accounting, with Voldal Wartelle & Co, P.S. and Moss Adams LLP, and in private industry.
She has books available for both QuickBooks Desktop and QuickBooks Online.
| Computerized Accounting with QuickBooks Online, 7e - 2023 Update (Williams, Johnson) | |
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Errata Last Updated: Jan 8 2024 |
Corrections to the text for identified errors and certain software changes. |
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Getting Started Last Updated: Jul 25 2023 |
What you will need to get started in the course. A basic accounting refresher. |
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Math Revealed! Import, Upload, and Dataset Files Last Updated: Jan 17 2024 |
Import and Upload files for Math Revealed! Here are the files you will use to get started with your homework company (Ch2), files you will use to upload banking transactions (Ch8) and receipts (Ch11), and the data files for Chapters 13 and 14 assignments. UPDATED 01.17.24 |
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Salish Software Solutions import, Upload, and Dataset Files Last Updated: Apr 29 2024 |
Import and Upload files for Salish Software Solutions. Here are the files you will use to get started with your homework company (Ch2), files you will use to upload banking transactions (Ch8) and receipts (Ch11), and the data files for Chapters 13 and 14 assignments. |
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Tips, Tools and Updates Last Updated: Apr 17 2024 |
Tips for common issues AND Updates for QBO. Includes:
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