book

QuickBooks Online For Dummies, 7th Edition

by David H. Ringstrom

February 2022

Beginner

480 pages

11h 50m

English

For Dummies

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Copyright
About This BookFoolish AssumptionsIcons Used in This BookBeyond the BookWhere to Go from Here
Comparing QuickBooks and QB AccountantUnderstanding the Cloud
I’ll Subscribe to ThatThe Dollars and Cents of QuickBooks SubscriptionsPayroll OptionsMigration from QuickBooks DesktopAn App for That
Signing Up for QuickBooks OnlineSetting Up a New CompanyUnderstanding the DashboardUpdating the Chart of AccountsEstablishing Company SettingsCustomizing Sales FormsTaking Advantage of QuickBooks LabsWorking with Multiple Currencies
Importing Customers and VendorsAdding New Records to a ListWorking with RecordsChanging Settings for ListsSetting Up Sales TaxesWorking with Products and Services ItemsAccessing Other Lists
Getting Up and RunningWriting a CheckCreating an ExpenseEntering a Purchase OrderEntering and Paying Bills

Getting Started with Sales TransactionsGiving Money Back to a CustomerWorking with EstimatesCreating Billable Time EntriesManaging Projects
Understanding RegistersCustomizing the Register ViewEntering and Editing TransactionsOther Things You Can Do in a Register
Setting Up a Bank or Credit Card AccountMaking a Bank DepositReconciling a Bank AccountConnecting QuickBooks Accounts to Financial InstitutionsManaging Downloaded ActivityConverting Paper Receipts to Electronic TransactionsControlling the Appearance of Bank AccountsTagging Transactions
Understanding the Employee Payroll ProcessGetting Started with QuickBooks PayrollPreparing PayrollManaging Payroll TaxesPaying Contractors
Reviewing Income and ExpensesFinding the Report You WantPrinting a Report
Automatically Opening Excel Reports Exported from QuickBooksSifting through Excel ReportsCustom Reporting with Pivot Tables
Registering for and Signing in to QuickBooks Online AccountantExamining the QB Accountant InterfaceSetting Up Your TeamControlling the Appearance of the Client ListUnderstanding and Using the Free QB Accountant CompanyWorking with the Sample CompanyClosing Companies in QB AccountantWorking with ProAdvisor Preferred Pricing
Adding a Client’s Company to the Client ListImporting QuickBooks Desktop Data into QuickBooks OnlineSwitching between Client QuickBooks Companies
Opening a Client’s CompanyReviewing a Client’s QuickBooks Company
Making Navigation EasyExamining Available Transaction TypesSearching for TransactionsMaking Client NotesCommunicating with a Client
Reporting and Paying Sales TaxesManaging Your PracticeFacilitating Accountant Activities
Introducing Power QueryConnecting to QuickBooks ReportsCreating Self-Updating Reports
Setting a Home PageDuplicating and Pinning TabsUsing Chrome on Multiple MonitorsZooming In and OutUsing Bookmarks in ChromeDownloading FilesUsing Keyboard ShortcutsWorking with Chrome ProfilesManaging Privacy in ChromeManaging Security in Chrome
What Doesn’t ImportFeatures Not Fully Available in QuickBooks OnlineLooking at List LimitationsExploring Payroll ConversionExamining Inventory and the Items ListExamining Other Special Cases

Overview

Get a handle on the world’s most popular cloud bookkeeping and accounting app

QuickBooks Online comes second-to-none in providing simple and powerful bookkeeping and accounting features that can streamline your business, make you more profitable, and organize your company’s finances. But if you’re not quite sure how to make it all work, or if you just want to get a grip on its newest features, QuickBooks Online For Dummies is the companion you need to make the most of your favorite cloud accounting software.

This book walks you through each and every step of creating an invoice or credit memo, recording a sale, paying bills, setting up and managing your inventory, and tracking your business checkbook and credit cards. It also includes:

New updates on exporting data to Microsoft Excel or Google Sheets so that you can analyze your business data new ways.
Stepwise walkthroughs of how to install and set up a new instance of QuickBooks Online for your business or personal accounts.
Exclusive tips for bookkeepers and accountants working with clients in QuickBooks Online, including new techniques for automating monthly reports that you create in Excel from data that you export from QuickBooks.

Whether you’re a small business owner, an accountant, a bookkeeper, or just someone trying to help their boss keep up with their accounting records, QuickBooks Online For Dummies is the resource you need to make the most popular cloud bookkeeping and accounting software in the world work for you!