QuickBooks online for dummies

QuickBooks online for dummies

David H. Ringstrom

Book - 2021

QuickBooks Online For Dummies, 6th Edition collects and provides the best and most current information available for those looking to get the most out of the leading QuickBooks Online software. Perfect for small business owners, managers, and employees, QuickBooks Online For Dummies delivers the newest and most up-to-date advice based on the latest versions of QuickBooks Online. The 6th Edition is written by a seasoned author of more than seventy books. Whether you're a QuickBooks Online newbie or seasoned pro, you'll find actionable and accessible advice in this new edition. Get tips on: creating invoices and credit memos, recording sales receipts, recording and paying bills, setting up inventory items, tracking business checkboo...k and credit cards, and more. No longer will you have to struggle through your interactions with the most used bookkeeping and accounting software in the world. Master this technology with the straightforward and accessible approach made famous by the For Dummies series.

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Subjects
QuickBooks.
Small business > Accounting > Computer programs.
Small business > Finance > Computer programs.
Handbooks and manuals.
Genres
Handbooks and manuals
Published
Hoboken, NJ : John Wiley & Sons, Inc [2021]
Language
English
Main Author
David H. Ringstrom (author)
Other Authors
Elaine J. Marmel (author)
Edition
6th edition
Item Description
"Learning made easy" -- Cover.
"Maintain and organize your business finances online ; access and manage accounts using any device ; pay bills, create invoices, and record customer payments" -- Cover.
Physical Description
xi, 479 pages : illustrations ; 24 cm
Bibliography
Includes index.
ISBN
9781119679073
  • Introduction
  • About This Book
  • Foolish Assumptions
  • Icons Used in This Book
  • Beyond the Book
  • Where to Go from Here
  • Part 1. Getting Started with QBO and QBOA
  • Chapter 1. Introduing QBO and QBOA
  • QBO for the Client and QBOA for the Accountant
  • Comparing interfaces
  • Taking a look at QBO Desktop and QBO Mobile
  • Understanding the Cloud
  • Should You Move to the Cloud?
  • System Requirements
  • Chapter 2. Embracing the QBO/QBOA Format
  • It's All about Subscriptions
  • The Self-Employed version
  • The Simple Start version
  • The Essentials version
  • The Plus version
  • The Advanced version
  • Simple Start, Essentials, Plus, and Advanced with Payroll
  • What Does It Cost?
  • Addressing Payroll Needs
  • Switching from QuickBooks Desktop
  • Where Add-On Apps Fit In
  • Part 2. Managing the Books for the End User
  • Chapter 3. Creating a Client Company in QBO
  • Signing Up for QBO
  • Setting Up a New Company
  • Understanding the Dashboard Page
  • Establishing Company Settings
  • Examining company preferences
  • Examining billing and subscription settings and usage limits
  • Setting sales preferences
  • Taking a look at expense preferences
  • Examining options to receive customer payments
  • Reviewing advanced preferences
  • Working with Multiple Currencies
  • How the Multicurrency feature changes QBO
  • Turning on the Multicurrency feature
  • Setting up currencies
  • Using multiple currencies
  • Updating the Chart of Accounts
  • Taking Advantage of QuickBooks Labs
  • Signing In to and Out of QBO
  • Chapter 4. Managing List Information
  • Importing People into a List
  • Adding New People to a List
  • Creating a new customer
  • Using customer types
  • Adding sub-customers
  • Searching Lists for People
  • Working with a particular person
  • Sorting a list
  • Exporting a list to Excel
  • Working with a batch of people
  • Changing Settings for People Lists
  • Working with Products and Services Items
  • Establishing categories
  • Setting up sales taxes
  • Adding service and non-inventory items
  • Creating an inventory item
  • Working with bundles
  • Changing item types
  • Using pricing rules
  • Adjusting inventory item information
  • A Look at Other Lists
  • Chapter 5. Dealing with the Outflow of Money
  • Writing a Check
  • Assigning a check to accounts or items
  • Writing a check for an outstanding bill
  • Creating an Expense
  • Entering a Purchase Order
  • Turning on the purchase order feature
  • Creating a purchase order
  • Working with partial purchase orders
  • Entering and Paying Bills
  • Entering a bill
  • About recurring transactions
  • Recording a vendor credit
  • When a vendor issues a refund check
  • Paying bills
  • Chapter 6. Managing the Inflow of Money
  • Managing Projects
  • Turning on projects in QBO
  • Enabling projects in Customer lists
  • Converting sub-customers to projects
  • Setting up a project
  • Adding transactions to a project
  • Projects and reporting
  • Getting Started with Sales Transactions
  • Customizing forms to handle subtotals
  • Preparing an invoice
  • Recording a customer payment
  • Managing invoice status
  • Working with estimates
  • Creating a progress invoice
  • Working with sales receipts
  • Giving Money Back to a Customer
  • Recording a credit memo
  • Issuing a refund to a customer
  • Creating Billable Time Entries
  • Entering a single time activity
  • Using a timesheet to record time
  • Adding a Billable Expense to an Invoice
  • Chapter 7. Working in Registers
  • Understanding Registers
  • Entering and Editing Transactions
  • Entering a transaction
  • Editing a transaction
  • Other Things You Can Do in a Register
  • Sorting transactions
  • Filtering transactions
  • Printing a register
  • Chapter 8. Handling Bank and Credit Card Transactions
  • Controlling the Appearance of Bank Accounts
  • Connecting QBO Accounts to Financial Institutions
  • Connecting ... or not connecting
  • Connecting Bank or Credit Card accounts
  • When you can't connect directly
  • Converting Receipts to Transactions
  • Managing Downloaded Activity
  • Excluding transactions
  • Including transactions
  • When QBO guesses correctly
  • When QBO doesn't know
  • Establishing rules to accept transactions
  • Fixing mistakes
  • Making a Bank Deposit
  • Reconciling a Bank Account
  • Tagging Transactions
  • Chapter 9. Paying Employees and Contractors
  • Understanding the Employee Payroll Process
  • Getting Started with QBO Payroll (QBOP)
  • Turning on QBOP
  • Setting payroll preferences
  • Setting up payroll taxes
  • Preparing Payroll
  • Recording payroll information
  • Reviewing and generating payroll checks
  • Establishing or Correcting Payroll Exemptions
  • Printing payroll reports
  • Managing Payroll Taxes
  • Paying payroll taxes
  • Viewing payroll tax forms
  • Paying Contractors
  • Setting up 1099 contractors
  • Paying contractors
  • Reporting on 1099 vendor payments
  • Preparing 1099s
  • Chapter 10. How's the Business Doing?
  • Quickly Review Income and Expenses
  • Finding the Report You Want
  • Examining standard reports
  • Finding reports you customize
  • Taking a look at management reports
  • Searching for a report
  • Printing a Report
  • Customizing a report
  • Exporting to Excel
  • Saving a customized report
  • Part 3. Managing the Books for the Accountant
  • Chapter 11. Setting Up Shop in QBOA
  • Signing Up for and into QBOA
  • Examining the QBOA Interface
  • Working with the Your Practice view
  • Working with Your Books
  • Setting Up Your Team
  • Controlling the Appearance of the Client List
  • Understanding and Using the Free QBOA Company
  • Working with the Sample Company
  • Closing Companies and QBOA
  • Working with Wholesale Billing
  • Signing up for Wholesale Billing
  • Adding existing clients to your Wholesale Billing subscription
  • Removing clients from your Wholesale Billing subscription
  • Working with your Wholesale Billing history
  • Stop using Wholesale Billing
  • Chapter 12. Adding Companies to the QBOA Client List
  • Adding a Client's Company to the Client List
  • Having a client invite you to be the accountant user
  • Inviting a client to your practice
  • Transferring master administrator rights back to your client
  • Importing QuickBooks Desktop Information into QBO
  • General conversion considerations
  • An overview of what won't import
  • Updating your edition of QuickBooks Desktop
  • Transferring data from a desktop company into QBO
  • After converting
  • Switching between Client QBO Companies
  • Chapter 13. Exploring a Client's Company from QBOA
  • Opening a Client's Company
  • Reviewing a Client QBO Company
  • Taking a look at the Client Overview page
  • Examining company setup information
  • Taking a look at the Chart of Accounts
  • Reviewing list information
  • Exporting and importing bank feed rules
  • Chapter 14. Working in a Client's Company
  • Making Navigation Easy
  • Using keyboard shortcuts
  • Opening multiple windows
  • Working in two companies simultaneously
  • Examining Available Transaction Types
  • Searching for Transactions
  • Making Client Notes
  • Communicating with a Client
  • Chapter 15. Using Accountant Tools
  • Reporting and Paying Sales Taxes
  • Managing Your Practice
  • Understanding the Grid view
  • Creating projects and tasks
  • Updating task status
  • Editing and deleting project information
  • Working in the List view
  • Working in the Calendar view
  • Communicating with team members about work
  • Facilitating Accountant Activities
  • Reviewing reports
  • Examining voided and deleted transactions
  • Closing the books
  • Month-End Review
  • Transaction Review
  • Account Reconciliation
  • Final Review
  • Reclassifying transactions
  • Writing off invoices
  • Understanding the Prep for Taxes page
  • A brief look at other accountant tools
  • Part 4. The Part of Tens
  • Chapter 16. Ten Things about the Chrome Browser Interface
  • Understanding Users
  • Windows and Tabs
  • Using the Omnibox to Visit a Web Page
  • Using the Omnibox to Search the Web
  • What's the Star?
  • Full-Screen Mode
  • Accessing Your Browsing History
  • Examining the Chrome Menu
  • About Signing In to (and Out of) Chrome
  • Creating a Google account
  • Signing In to Chrome
  • Signing Out of Chrome
  • Using the Chrome Web Store
  • Chapter 17. Ten Ways to Use Chrome Effectively
  • Setting a Home Page
  • Automatically Opening Excel Reports Exported from QBO
  • Using Keyboard Shortcuts
  • Chrome and Security
  • Chrome and Privacy
  • Handling cookies
  • Chrome and JavaScript
  • Flash
  • Working in Incognito mode
  • Deleting browsing history
  • Reviewing miscellaneous privacy settings
  • Using Google tools to manage privacy
  • Using Bookmarks in Chrome
  • Creating a bookmark
  • Displaying the Bookmarks bar
  • Importing bookmarks
  • Managing bookmarks
  • Duplicating and Pinning Tabs
  • Using Chrome on Multiple Monitors
  • Working with Chrome Users
  • Adding a Chrome user
  • Opening a different user
  • Switching to a different user
  • Removing a user you no longer need
  • Zooming in and Out
  • Downloading Files
  • Appendix A. QBO, Quickbooks Desktop, and Data Conversion
  • Index

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