QuickBooks Online For Dummies, 2024 Edition

Introduction

Welcome to QuickBooks Online! If you’re new to QuickBooks, my goal in this book is to help you get up and running quickly and then carry out tasks in the most efficient way possible. QuickBooks Online is known as cloud-based accounting software, whereas QuickBooks Desktop is typically installed locally on your computer. I only discuss QuickBooks Online in this book, so if you need help with QuickBooks Desktop, please refer to Stephen L. Nelson’s QuickBooks All-in-One For Dummies 2024 (John Wiley & Sons, Inc.).

QuickBooks Online has good intentions and is designed in a way that tries to take the pain out of accounting, but it sometimes falls short. I do my best to anticipate those areas for you and offer explanations, but if you have a question that this book doesn’t answer, please feel free to email me at [e-mail].

Some of the tasks in QuickBooks are easy. For instance, you jump-start entering transactions in QuickBooks by emailing receipts to a unique address for your company. You can automate other tasks after you complete an initial setup process, such as downloading activity from your bank accounts and credit cards into your accounting records. Other tasks, such as entering journal entries, may appear to be difficult, particularly if you don’t have much of an accounting background, but I guide you through just about everything you may want to do ...