QuickBooks online
Book - 2023
Your one-stop guide to taking your books into the cloud. QuickBooks Online For Dummies is the go-to for cloud-based small business accounting. Online accounting could be saving you time and money. Newcomers to QuickBooks Online will love this updated edition of the classic guide to making the most of mobile accounting, while accountants will appreciate the practice management features in QuickBooks Online Accountant. Dummies makes it easy to learn the program's key features, including getting started, creating invoices and credit memos, recording sales receipts, recording and paying bills, setting up inventory items, tracking business accounts and credit cards, printing checks, processing payroll and preparing payroll tax returns, buil...ding a budget, reconciling bank accounts, generating financial reports, job estimating, billing, and tracking, backing up your data, simplifying tax preparation, and beyond. Phew!
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- Subjects
- Genres
- Handbooks and manuals
- Published
-
Hoboken, NJ :
John Wiley & Sons, Inc
[2023]
- Language
- English
- Main Author
- Edition
- 2023 edition
- Item Description
- "Learning made easy" -- Cover.
"Utilized the cloud to manage your business finances ; generate invoices, pay bills, and handle employee payroll ; analyze your data in Microsoft Excel" -- Cover. - Physical Description
- xiii, 480 pages : illustrations ; 24 cm
- Bibliography
- Includes index.
- ISBN
- 9781119910008
- Introduction
- About This Book
- Foolish Assumptions
- Icons Used in This Book
- Beyond the Book
- Where to Go from Here
- Part 1. Getting Started with QuickBooks Online
- Chapter 1. Welcome to QuickBooks Online
- What Is QuickBooks Online?
- Checking on QuickBooks Pricing
- QuickBooks subscription pricing
- Payroll and time track pricing
- Other add-on pricing
- Comparing QuickBooks Features
- QuickBooks Online Self-Employed
- QuickBooks Simple Start
- QuickBooks Online Essentials
- QuickBooks Online Plus
- Usage limits for QuickBooks Simple Start, Essentials, and Plus
- QuickBooks Online Advanced
- QuickBooks Online Accountant
- Chapter 2. Creating a QuickBooks Online Company
- Signing Up for QuickBooks Online
- Exploring Your New Company
- Reviewing the QuickBooks interface
- Updating the Chart of Accounts
- Editing or inactivating accounts
- Adding account numbers
- Importing a chart of accounts
- Reviewing Company Settings
- Company preferences
- Billing & Subscription preferences
- Usage statistics
- Sales preferences
- Customizing sales forms
- Expenses preferences
- Payments preferences
- Time preferences
- Advanced preferences
- QuickBooks Online Apps
- QuickBooks Online Desktop app
- QuickBooks Online Mobile apps
- QuickBooks App Store
- QuickBooks Labs
- Chapter 3. Importing from QuickBooks Desktop and Sage 50
- Knowing the Ins and Outs of Converting Data
- Using an online tool to migrate QuickBooks Desktop online
- Using an online service to migrate Sage 50 to QuickBooks Online
- Double-Checking Your Data After Conversion
- Part 2. MManaging Your Books
- Chapter 4. Customer, Vendor, and Employee Lists
- Adding New Records to a List
- Creating a new record
- Using customer types
- Working with Records
- Searching lists
- Accessing attachments
- Switching from record to record
- Sorting a list on the Customers and Vendors page
- Working with a batch of records
- Changing Settings for Lists
- Accessing Other Lists
- Importing Customers and Vendors
- Downloading the sample file
- Importing lists
- Exporting lists to Excel or Google Sheets
- Introducing Spreadsheet Sync
- Installing the Spreadsheet Sync add-in
- Managing list records with Spreadsheet Sync
- Uninstalling Spreadsheet Sync
- Chapter 5. Managing Sales Tax, Services, and Inventory
- Setting Up Sales Tax
- Understanding sales tax liability
- Enabling the Automated Sales Tax feature
- Converting sales tax from QuickBooks Desktop
- Switching from manual to automated sales tax
- Exploring the Economic Nexus Feature
- Custom sales tax rates
- Auditing your customer list
- Reporting and paying sales taxes
- Working with Products and Services
- Adding inventory, non-inventory, and services items
- Reordering inventory items
- Creating inventory adjustment transactions
- Establishing categories
- Changing item types
- Simplifying your invoicing process
- Using pricing rules
- Working with bundles
- Importing and Exporting Products and Services
- Downloading the sample file
- Importing lists
- Exporting lists to Excel or Google Sheets
- Managing Products and Services with Spreadsheet Sync
- Chapter 6. Invoicing Customers and Receiving Payments
- Getting Oriented with Sales Transactions
- Creating Invoices
- Configuring Automatic Subtotals
- Creating Billable Time Entries
- Entering time activities
- Adding billable time and expenses to an invoice
- Printing a Batch of Invoices or Packing Slips
- Recording Customer Payments
- Understanding the Payments to Deposit account
- Recording invoice payments
- Entering a sales receipt
- Recording Bank Deposits
- Keeping Tabs on Invoice Status and Receiving Payment
- Giving Money Back to a Customer
- Recording a credit memo
- Issuing a refund to a customer
- Writing Off Bad Debt
- Setting up a bad debt account and item
- Creating bad debt write-off transactions
- Reviewing and Creating Transactions with Spreadsheet Sync
- Chapter 7. Paying Bills and Writing Checks
- Looking at Expense and Bill Payment Methods
- Understanding the Transaction Types
- Entering an Expense
- Writing a Check
- Entering a Bill
- Paying Bills
- Paying two or more bills at once
- Writing a check to pay a bill
- Recording Vendor Credits and Refunds
- Entering a vendor credit
- Applying vendor credits against bills
- Recording vendor refund checks and payments
- Managing Recurring Transactions
- Reviewing and Creating Transactions with Spreadsheet Sync
- Chapter 8. Paying Employees and Contractors
- Getting Started with QuickBooks Payroll
- Turning on QuickBooks Payroll
- Setting payroll preferences
- Setting up payroll taxes
- Preparing Payroll
- Recording payroll information
- Enabling employee time tracking
- 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-eligible contractors
- Paying contractors
- Reporting on 1099 vendor payments
- Preparing 1099s
- Chapter 9. Working in Registers
- Understanding Registers
- Customizing the Register View
- Entering and Editing Transactions
- Entering transactions
- Editing a transaction
- Performing Other Register Activities
- Sorting transactions
- Filtering transactions
- Printing a register
- Exporting a register
- Chapter 10. Administering Bank and Credit Card Accounts
- Setting Up a Bank or Credit Card Account
- Making a Bank Deposit
- Making a Credit Card Payment
- Recording a Credit Card Credit
- Reconciling a Bank or Credit Card Account
- Chapter 11. Synchronizing with Financial Institutions
- Connecting QuickBooks Accounts to Financial Institutions
- Connecting ... or not connecting
- Accessing bank and credit card-related pages in QuickBooks
- Being Direct: Connecting a Bank or Credit Card Account
- Managing uploaded or downloaded activity
- Reviewing transactions
- Automating downloaded activity with rules
- Fixing mistakes in uploaded or downloaded transactions
- Using Indirect Connections to Financial Institutions
- Downloading Web Connect and text files
- Opening text files in Microsoft Excel or Google Sheets
- Editing text files
- Saving CSV files
- Uploading Web Connect and CSV files
- Connecting to Online Providers through App Transactions
- Converting Paper Receipts to Electronic Transactions
- Chapter 12. Working with Purchase Orders, Estimates, Projects, and Tags
- Working with Purchase Orders
- Enabling the purchase order feature
- Creating purchase orders
- Copying an existing purchase order
- Receiving items against purchase orders
- Closing purchase orders
- Tracking open purchase orders
- Working with Estimates
- Preparing an estimate
- Copying an estimate to a purchase order
- Converting an estimate to an invoice
- Copying an existing estimate
- Creating a progress invoice for an estimate
- Managing Projects
- Turning on the Project feature
- Contrasting projects with sub-customers
- Creating a new project
- Adding transactions to a project
- Reporting on projects
- Updating project status
- Deleting projects
- Tagging Transactions
- Creating Tag Groups and Tags
- Tagging existing transactions
- Tagging new transactions
- Disabling the Tags feature
- Part 3. Budgeting, Reporting, and Analysis
- Chapter 13. Creating Budgets in QuickBooks
- Creating a Budget
- Importing Budgets
- Basing Spreadsheet Budgets on Actuals
- Deleting Budgets
- Chapter 14. Utilizing QuickBooks Reports
- Looking at the Reports Page
- Finding the Report You Want
- Examining standard reports
- Finding customized reports
- Reviewing management reports
- Contemplating Multi-Co reporting
- Searching for a report
- Printing a Report
- Customizing Reports
- Saving a customized report
- Taking actions with custom reports
- Exporting Reports from QuickBooks
- Exporting to Excel
- Exporting to PDF
- Exporting to Google Sheets
- Custom Reporting with Spreadsheet Sync
- Chapter 15. Analyzing QuickBooks Data in Excel
- Automatically Opening Excel Reports Exported from QuickBooks
- Sifting through Excel Reports
- Filtering data
- Guarding against a tricky trap
- Slicing your data
- Sorting data
- Creating Custom Reporting with Pivot Tables
- Understanding pivot table requirements
- Adding fields
- Removing fields
- Spreadsheet Sync
- Part 4. Features for Accountants
- Chapter 16. Introducing QB Accountant
- Getting Started with QuickBooks Online Accountant
- Setting Up Your Team
- Assigning lead accountants
- Examining the QB Accountant Interface
- Using Your Practice commands
- Toolbar commands
- Adding Companies to the Client List
- Inviting you to be the accountant user
- Adding a client to your practice
- Accepting primary admin rights from your client
- Transferring primary admin rights to your client
- Working with the Client List
- Customizing the Client List
- Removing Clients from Your Client List
- ProAdvisor Preferred Pricing versus ProAdvisor Revenue Share
- Signing Up for ProAdvisor Preferred Pricing
- Adding existing clients to your consolidated billing
- Removing clients from your consolidated billing
- Stopping consolidated biiling
- Signing up for ProAdvisor Revenue Share
- Using Your Free QuickBooks Online Advanced Subscription
- Chapter 17. Managing Your Clients' Books
- Opening a Client's Company
- Utilizing the Client Overview page
- Examining company setup information
- Taking a look at the chart of accounts
- Reviewing list information
- Discovering QuickBooks Online Accountant Tools
- Reviewing reports
- Examining voided and deleted transactions
- Looking at Books Review
- Reclassifying transactions
- Writing off invoices
- Closing the books
- Understanding the Prep for Taxes page
- Taking a brief look at other accountant tools
- Chapter 18. Practice Management
- Introducing the Work Page
- Creating templates
- Creating client requests
- Managing projects and tasks
- Looking at Work page views
- Communicating with Team Members about Work
- Chapter 19. Automating QuickBooks Analysis with Power Query
- Introducing Power Query
- Connecting to QuickBooks Reports
- Removing header rows
- Promoting headers
- Removing unwanted columns
- Filtering unnecessary rows
- Returning the data to Excel
- Creating Self-Updating Reports
- Setting Power Query to refresh automatically
- Adding a total row
- Transforming QuickBooks data
- Unpivoting columns
- Refreshing reports
- Part 5. The Part of Tens
- Chapter 20. Ten Cool Chrome Shortcuts Plus Ten Bonus Excel Shortcuts
- Chrome Keyboard Shortcuts
- Opening and activating a new tab
- Closing the current tab
- Navigating to web sites faster
- Saving open tabs as a bookmark group
- Toggling full-screen mode
- Opening your home page in the current tab
- Activating a specific tab
- Displaying the Downloads page
- Displaying the History page
- Creating a tab in a new profile
- Microsoft Excel Keyboard Shortcuts
- Switching between open documents
- Switching between worksheet tabs
- Closing an open workbook
- Moving to cell A1 of a worksheet
- Saving your work
- Undoing your work
- Toggling absolute or mixed references
- Toggling Enter versus Edit mode
- Calculating a portion of a formula
- Summing a range of cells
- Index