Table of Contents
Introduction 1 Part 1: Getting Started with QuickBooks Online 5
Chapter 1: Welcome to QuickBooks Online 7
Chapter 2: Creating a QuickBooks Online Company 19
Chapter 3: Importing from QuickBooks Desktop and Sage 50 51
Part 2: Managing Your Books 59
Chapter 4: Customer, Vendor, and Employee Lists 61
Chapter 5: Managing Sales Tax, Services, and Inventory 87
Chapter 6: Invoicing Customers and Receiving Payments 121
Chapter 7: Paying Bills and Writing Checks 157
Chapter 8: Paying Employees and Contractors 181
Chapter 9: Working in Registers 209
Chapter 10: Administering Bank and Credit Card Accounts 225
Chapter 11: Synchronizing with Financial Institutions 239
Chapter 12: Working with Purchase Orders, Estimates, Projects, and Tags 275
Part 3: Budgeting, Reporting, and Analysis 311
Chapter 13: Creating Budgets in QuickBooks 313
Chapter 14: Utilizing QuickBooks Reports 321
Chapter 15: Analyzing QuickBooks Data in Excel 343
Part 4: Features for Accountants 359
Chapter 16: Introducing QB Accountant 361
Chapter 17: Managing Your Clients’ Books 387
Chapter 18: Practice Management 421
Chapter 19: Automating QuickBooks Analysis with Power Query 435
Part 5: The Part of Tens 453
Chapter 20: Ten Cool Chrome Shortcuts Plus Ten Bonus Excel Shortcuts 455
Index 463