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QuickBooks Online For Dummies, 2nd Edition

February 2016

Beginner to intermediate

336 pages

7h 10m

English

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About This BookFoolish AssumptionsIcons Used in This BookBeyond the BookWhere to Go from Here
QBO for the Client and QBOA for the AccountantUnderstanding the CloudShould You Move to the Cloud?System Requirements
It’s All about SubscriptionsWhat Does It Cost?Addressing Payroll NeedsWhere Add-On Apps Fit In
Signing Up for QBOSetting Up a New CompanyUnderstanding the Home PageEstablishing Company SettingsSigning In to and Out of QBO
Adding New People to a ListImporting People into a ListSearching Lists for PeopleChanging Settings for People ListsDisplaying Information for Other Lists
Writing a CheckCreating an ExpenseEntering a Purchase OrderEntering and Paying Bills
Customizing Forms to Handle SubtotalsPreparing an InvoiceRecording a Customer PaymentPreparing an EstimateEntering a Sales ReceiptGiving Money Back to a CustomerCreating Billable Time Entries

Understanding RegistersEntering and Editing TransactionsOther Things You Can Do in a Register
Controlling the Appearance of Bank AccountsConnecting QBO Accounts to Financial InstitutionsMaking a Bank DepositReconciling a Bank Account
Getting Started with QBO PayrollPreparing PayrollManaging Payroll Taxes
Quickly Review Income and ExpensesFinding the Report You WantPrinting a Report
Signing Up for and into QBOAExamining the QBOA InterfaceSetting Up Your TeamControlling the Appearance of the Client ListUnderstanding and Using the Free QBOA CompanyWorking with the Sample CompanyClosing Companies and QBOA
Adding a Client’s Company to the Client ListImporting Desktop QuickBooks InformationSwitching between Client QBO Companies
Opening a Client’s CompanyReviewing a Client QBO Company
Making Navigation EasyExamining Available Transaction TypesSearching for TransactionsCommunicating with a Client
Reporting and Paying Sales TaxesFacilitating Accountant Activities
Understanding UsersWindows and TabsUsing the Omnibox to Visit a Web PageUsing the Omnibox to Search the WebWhat’s the Star?Examining the Chrome MenuAbout Signing In to (and Out of) ChromeUsing the Chrome Web StoreSelecting a Theme
Setting a Home PageChrome and SecurityChrome and PrivacyUsing Bookmarks in ChromeDuplicating and Pinning TabsUsing Chrome on Multiple MonitorsSetting Up Chrome UsersZooming In and OutDownloading FilesChrome on Mobile Devices

Part I

Getting Started with QuickBooks Online

Visit www.dummies.com for great Dummies content online.

In this part …

Examine what QBO is and what it isn’t.

Learn the requirements to use QBO.

Meet the QBO interface.

David H. Ringstrom

Elaine Marmel

David H. Ringstrom

Stephen L. Nelson

ISBN: 9781119127338Purchase book