QuickBooks Online for Dummies

✍ Scribed by David H. Ringstrom, Elaine Marmel

• Publisher: John Wiley & Sons
• Year: 2021
• Tongue: English
• Leaves: 499
• Edition: 6
• Category: Library

✦ Table of Contents

Title Page
Copyright Page
Table of Contents
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 Introducing 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
EULA