QuickBooks Online For Dummies

QuickBooks Online For Dummies

by Elaine Marmel

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Overview

QuickBooks Online For Dummies by Elaine Marmel

Get your QuickBooks in the Cloud!

Searching for a cloud-based solution for your small business? Master the fundamentals of QuickBooks Online, the world's most popular software for fast and easy mobile accounting! QuickBooks Online For Dummies teaches about building the perfect budget, processing payroll, simplifying tax return preparation, creating invoices and credit memos, managing inventory, sharing your data with your accountant, generating income statements and financial reports, and balancing accounts—all with quick and easy access to this cloud-based software through an internet connection.

QuickBooks Online brings this software to your browser for a monthly fee, allowing you access to its tools from any device with an internet connection. For the money, it provides a good value and a reasonable assortment of features to meet the needs of small business owners looking to make their accounting tasks easier and more manageable. And now you too can benefit from all it has to offer!

  • Deal with billing and payroll
  • Track expenses and sales
  • Enjoy automatic data backup
  • Seamlessly integrate with third-party apps

It's never been easier to run your business from the cloud with QuickBooks accounting software. Your data automatically syncs across your devices so you can work from your car, office, or kitchen table!

Product Details

ISBN-13: 9781119473930
Publisher: Wiley
Publication date: 03/20/2018
Pages: 416
Sales rank: 55,089
Product dimensions: 7.30(w) x 9.20(h) x 0.90(d)

About the Author

Elaine Marmel is President of Marmel Enterprises, LLC., an organization that specializes in technical writing and software training. She has worked on projects to build financial management systems for New York City and Washington, D.C., training more than 600 employees to use them. Elaine has authored or coauthored more than 90 books.

Table of Contents

Introduction 1

About This Book 1

Foolish Assumptions 2

Icons Used in This Book 3

Beyond the Book 3

Where to Go from Here 4

Part I Getting Started With QBO and QBOA 5

Chapter 1 Introducing QBO and QBOA 7

QBO for the Client and QBOA for the Accountant 7

Understanding the Cloud 9

Should You Move into the Cloud? 10

System Requirements 11

Chapter 2 Embracing the QBO/QBOA Format 15

It's All about Subscriptions 15

The Simple Start version 16

The Essentials version 17

The Plus version 18

Essentials and Plus with Payroll 19

What's It Cost? 19

Addressing Payroll Needs 20

Where Add-On Apps Fit In 22

Part II Managing the Books for the End User 25

Chapter 3 Creating a Client Company in QBO 27

Signing Up for QBO 27

Setting Up a New Company 29

Understanding the Home Page 31

Establishing Company Settings 36

Examining company preferences 36

Setting sales preferences 37

Taking a look at expense preferences 40

Examining options to receive customer payments 41

Reviewing advanced preferences 41

Updating the Chart of Accounts 42

Signing in to and Out of QBO 46

Chapter 4 Managing List Information 49

Adding New People to a List 49

Importing People into a List 51

Searching Lists for People 56

Sorting a list 57

Exporting a list to Excel 58

Working with a batch of people 59

Changing Settings for People Lists 61

Displaying Information for Other Lists 62

Chapter 5 Dealing with the Outflow of Money 67

Writing a Check 69

Assigning a check to accounts or items 69

Writing a check for an outstanding bill 72

Creating an Expense 74

Entering a Purchase Order 75

Entering and Paying Bills 78

Entering a bill 78

Recording a vendor credit 79

Paying bills 83

Chapter 6 Managing the Inflow of Money 85

Preparing an Invoice 87

Recording a Customer Payment 89

Preparing an Estimate 92

Converting an estimate to an invoice 95

Copying an existing estimate 97

Entering a Sales Receipt 99

Giving Money Back to a Customer 100

Recording a credit memo 100

Issuing a refund to a customer 102

Creating Billable Time Entries 103

Entering a single time activity 103

Using a timesheet to record time 105

Adding a billable expense to an invoice 106

Chapter 7 Working in Registers 109

Understanding Registers 109

Working with Transactions in a Register 111

Entering a transaction 112

Editing a transaction 114

Finding transactions 114

Chapter 8 Handling Bank and Credit Card Transactions 117

Connecting QBO Accounts to Financial Institutions 117

Connecting … or not connecting 118

Connecting bank or credit card accounts 119

Downloading activity 122

Handling downloaded activity 126

Making a Bank Deposit 130

Reconciling a Bank Account 132

Chapter 9 Paying Employees 135

Getting Started with QBO Payroll 136

Turning on QBOP 136

Setting payroll preferences 140

Setting up payroll taxes 142

Preparing Payroll 144

Recording payroll information 145

Reviewing and generating payroll checks 147

Printing payroll reports 148

Managing Payroll Taxes 150

Paying payroll taxes 150

Preparing payroll tax forms 152

Chapter 10 How's the Business Doing? 155

Quickly Review Income and Expenses 155

Finding the Report You Want 157

Examining recommended reports 157

Looking at frequently run reports 158

Finding reports you customize 158

Exploring all QBO reports 159

Searching for a report 160

Printing a Report 161

Customizing a report 163

Saving a customized report 165

Part III Managing the Books for the Accountant 169

Chapter 11 Setting Up Shop in QBOA 171

Signing Up for and into QBOA 171

Examining the QBOA Interface 174

Working with the Your Practice view 174

Working with the Your Books view 176

Setting Up Your Team 178

Controlling the Appearance of the Client List 183

Understanding and Using the Free QBOA Company 185

Working with the Sample Company 185

Closing Companies and QBOA 187

Chapter 12 Adding Companies to the QBOA Client List 189

Adding a Client's Company to the Client List 189

Adding a company created by a client 190

Creating a QBO company for a client 193

Transferring Master Administrator rights back to your client 196

Importing Desktop QuickBooks Information 201

General conversion considerations 202

Importing a desktop QuickBooks company 203

After converting 207

Switching between Client QBO Companies 208

Chapter 13 Exploring a Client's Company from QBOA 209

Opening a Client's Company 209

Reviewing a Client QBO Company 210

Examining company setup information 211

Taking a look at the Chart of Accounts 213

Reviewing list information 216

Chapter 14 Working in a Client's Company 219

Making Navigation Easy 219

Using keyboard shortcuts 219

Opening multiple windows 220

Working in two companies simultaneously 221

Examining Available Transaction Types 222

Searching for Transactions 223

Communicating with a Client 225

Using the Client Collaborator tool 225

Requesting documents from clients 228

Chapter 15 Using Accountant Tools 231

Reporting and Paying Sales Taxes 231

Facilitating Accountant Activities 233

Understanding the Books to Tax page 234

Reclassifying transactions 234

Examining voided and deleted transactions 235

Writing off invoices 236

Closing the books 237

Reviewing reports 238

A brief look at other accountant tools 239

Part IV The Part of Tens 241

Chapter 16 Almost Ten Things about the Chrome Browser Interface 243

Understanding Users 244

Windows and Tabs 244

Using the Omnibox to Visit a Web Page 246

Using the Omnibox to Search the Web 246

What's the Star? 246

Examining the Chrome Menu 247

About Signing In to (and Out of) Chrome 248

Creating a Google account 248

Signing in to Chrome 249

Signing out of Chrome 250

Using the Chrome Web Store 251

Selecting a Theme 253

Chapter 17 Ten Ways to Use Chrome Effectively 255

Setting a Home page 255

Chrome and Security 257

Chrome and Privacy 259

Handling cookies 259

Chrome and JavaScript 260

Allowing plug-ins 260

Working in Incognito mode 260

Deleting browsing history 261

Reviewing miscellaneous privacy settings 262

Using Google tools to manage privacy 263

Using Bookmarks in Chrome 263

Creating a bookmark 263

Using a bookmark 264

Displaying the Bookmarks bar 264

Importing bookmarks 265

Managing bookmarks 265

Duplicating and Pinning Tabs 268

Using Chrome on Multiple Monitors 269

Setting Up Chrome Users 269

Zooming In and Out 270

Downloading Files 271

Chrome on Mobile Devices 272

Index 273

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