Introduction

Welcome to QuickBooks Online! In this book, my goal is to help you get up and running quickly if you’re new to QuickBooks, and then carry out tasks in QuickBooks in the most efficient way possible. Accounting programs such as QuickBooks Online are designed to take the pain out of accounting, and in some cases, they even make it easy. In other cases, they may infuriate you. I point out the good, the bad, and the ugly of QuickBooks Online, which is aimed at business users, and QuickBooks Online Accountant (QB Accountant), which is aimed at — you guessed it — accountants and bookkeepers. Both programs are web-based products that offer mobile versions, so your accounting records can be at your fingertips no matter which device you have at hand. Business owners can share access with their accountants, and accountants can gracefully support multiple clients who use QuickBooks Online.

Intuit, the maker of QuickBooks Online and QB Accountant, also offers QuickBooks Desktop, which is a version of the software that you must also subscribe to but then install locally on individual computers. I discuss migrating QuickBooks Desktop to QuickBooks Online in Chapter 3 and Appendix B. If you’re in need of a QuickBooks Desktop reference, please get a copy of Stephen L. Nelson’s QuickBooks All-in-One For Dummies 2023 (John Wiley & Sons, Inc.).

About This Book

Everything that can be done in QuickBooks Online can be accomplished in QB Accountant as well. QB Accountant offers additional ...

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