November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
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Chapter 7
Implementing Apps and Automation
IN THIS CHAPTER
Discovering mobile and online apps
Establishing automated rules
Converting paper receipts to electronic transactions
Importing data into QuickBooks
Sometimes it feels like there’s an app for everything — think nachos, potato skins, chicken wings. Oops, wrong kind of app. QuickBooks Online is so app-happy these days that it’s even started labeling core features, like Sales, Banking, and Reports, as “apps.” Seriously? Let’s be clear: Those aren’t apps. Intuit, are you okay? And just to confuse you further, the actual apps have been relabeled as integrations.
In this chapter, I focus on actual apps: mobile apps that let you manage your books from your phone or tablet, and marketplace extensions that add new functionality to QuickBooks. I also cover automation tools that help you do more with less clicking, like creating rules for downloaded activity, converting paper and electronic documents into transactions, and importing lists and transactions.
And if you’re hungry for more, don’t miss the “Stretching Beyond the Starting ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.