Quickbooks Online for Dummies.

Description

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 Presenting QuickBooks Online Comparing QuickBooks and QB Accountant Comparing interfaces Taking a look at QuickBooks Online Mobile Understanding the Cloud Chapter 2 Embracing QuickBooks Online I’ll Subscribe to That QuickBooks Online Self-Employed QuickBooks Simple Start QuickBooks Online Essentials QuickBooks Online Plus QuickBooks Online Advanced Usage limits for QuickBooks Simple Start, Essentials, and Plus The Dollars and Cents of QuickBooks Subscriptions Payroll Options Migration from QuickBooks Desktop An App for That Part 2 Managing Your Books Chapter 3 Creating a QuickBooks Online Company Signing Up for QuickBooks Online Setting Up a New Company Understanding the Dashboard Updating the Chart of Accounts Establishing Company Settings Examining company preferences Examining billing and subscription settings and use limits Setting sales preferences Taking a look at expense preferences Examining options to receive customer payments Reviewing advanced preferences Customizing Sales Forms Taking Advantage of QuickBooks Labs Working with Multiple Currencies Seeing how the Multicurrency feature changes QBO Changing your home currency Setting up currencies Using multiple currencies Chapter 4 Managing List Information Importing Customers and Vendors Adding New Records to a List Creating a new customer Using customer types Adding subcustomers Working with Records Searching lists Attaching files to a record Adding attachments to specific transactions Switching from record to record Sorting a list on the Customers or Vendors page Exporting a list to Excel or Google Sheets Working with a batch of records Changing Settings for Lists Setting Up Sales Taxes Working with Products and Services Items Establishing categories Adding service and noninventory items Creating an inventory item Working with bundles Changing item types Using pricing rules Adjusting inventory item information Accessing Other Lists Chapter 5 Dealing with the Outflow of Money Getting Up and Running 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 Receiving items against purchase orders Entering and Paying Bills Entering a bill Managing recurring transactions Recording a vendor credit Handling a refund check from a vendor Paying bills Chapter 6 Managing the Inflow of Money Getting Started with Sales Transactions Preparing an invoice Printing invoices and packing slips Configuring automatic subtotals Keeping tabs on invoice status Recording a customer payment Using the Payments to Deposit account Recording bank deposits Recording electronic transaction fees Entering a sales receipt Giving Money Back to a Customer Recording a credit memo Issuing a refund to a customer Working with Estimates Preparing an estimate Managing estimate statuses Copying an estimate to a purchase order Converting an estimate to an invoice Copying an existing estimate Creating a progress invoice for an estimate Creating Billable Time Entries Entering a single time activity Adding a billable expense to an invoice Managing Projects Turning on the Projects feature Enabling projects in Customer lists Converting subcustomers to projects Setting up a project Adding transactions to a project Reporting on projects Chapter 7 Working in Registers Understanding Registers Customizing the Register View 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 Exporting a register Chapter 8 Handling Bank and Credit Card Transactions Setting Up a Bank or Credit Card Account Making a Bank Deposit Reconciling a Bank Account Connecting QuickBooks Accounts to Financial Institutions Connecting . . . or not connecting Directly connecting a Bank or Credit Card account Troubleshooting connections to financial institutions Managing Downloaded Activity Excluding transactions Including transactions Confirming correct guesses Changing incorrect guesses Examining transactions QuickBooks thinks it can match Establishing rules to accept transactions Fixing mistakes Converting Paper Receipts to Electronic Transactions Controlling the Appearance of Bank Accounts Tagging Transactions Chapter 9 Paying Employees and Contractors Understanding the Employee Payroll Process Getting Started with QuickBooks Payroll Turning on QuickBooks Payroll Setting payroll preferences Setting up payroll taxes Preparing Payroll Recording payroll information Letting employees use time sheets 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 Part 3 Reporting and Analysis Chapter 10 Evaluating How the Business Is Doing Reviewing Income and Expenses 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 a report Saving a customized report Exporting to Excel Exporting to PDF Exporting to Google Sheets Chapter 11 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 Custom Reporting with Pivot Tables Understanding pivot table requirements Adding fields Removing fields Part 4 Working in QuickBooks Online Accountant Chapter 12 Setting Up Shop in QuickBooks Online Accountant Registering for and Signing in to QuickBooks Online Accountant Examining the QB Accountant Interface Working with Your Practice view Working with Your Books Setting Up Your Team Controlling the Appearance of the Client List Understanding and Using the Free QB Accountant Company Working with the Sample Company Closing Companies in QB Accountant Working with ProAdvisor Preferred Pricing Signing up for ProAdvisor Preferred Pricing Adding existing clients to your ProAdvisor Preferred Pricing subscription Removing clients from your ProAdvisor Preferred Pricing subscription Stopping consolidated billing Chapter 13 Adding Companies to the QB Accountant Client List Adding a Client’s Company to the Client List When a client invites you to be the accountant user When you invite a client to your practice Transferring primary rights to your client Importing QuickBooks Desktop Data into QuickBooks Online Preparing for conversion Understanding what won’t import Updating your edition of QuickBooks Desktop Transferring data from desktop to online Double-checking things after conversion Switching between Client QuickBooks Companies Chapter 14 Exploring a Client’s Company from QB Accountant Opening a Client’s Company Reviewing a Client’s QuickBooks Company Taking a look at the Client Overview page Examining company setup information Taking a look at the chart of accounts Importing a chart of accounts Editing or adding accounts Adding account numbers Reviewing list information Exporting and importing bank feed rules Chapter 15 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 16 Using Accountant Tools Reporting and Paying Sales Taxes Managing Your Practice Understanding Grid view Creating projects and tasks Updating task status Editing and deleting project information Working in List view Working in Calendar view Communicating with team members about work Facilitating Accountant Activities Reviewing reports Examining voided and deleted transactions Closing the books Month-End Review Account Reconciliation Final Review Reclassifying transactions Writing off invoices Understanding the Prep for Taxes page Taking a brief look at other accountant tools Chapter 17 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 18 Ten Ways to Use Chrome Effectively Setting a Home Page Duplicating and Pinning Tabs Using Chrome on Multiple Monitors Zooming In and Out Using Bookmarks in Chrome Creating a bookmark Displaying the Bookmarks bar Importing bookmarks Managing bookmarks Downloading Files Using Keyboard Shortcuts Working with Chrome Profiles Adding a Chrome profile Opening a different profile Editing and removing profiles Managing Privacy in Chrome Handling cookies Enabling JavaScript Working in Incognito mode Deleting browsing history Reviewing miscellaneous privacy settings Using Google tools to manage privacy Managing Security in Chrome Appendix A QuickBooks Online, QuickBooks Desktop, and Data Conversion What Doesn’t Import Features Not Fully Available in QuickBooks Online Looking at List Limitations Chart of accounts Customers and jobs Group items Inactive list elements Other names Recurring transactions Sales tax items Ship Via list Subtotals Types for customers, jobs, and vendors Vendors Exploring Payroll Conversion Payroll setup Special payroll notes Examining Inventory and the Items List Examining Other Special Cases Bills Bill payments Budgets Closing date Credit card charges Custom fields Discounts Documents Finance charges Invoices Journal entries Customized sales form templates QuickBooks Payments service Multicurrency Online bill payment Pending sales Print mailing labels Purchase orders Receive items Reimbursable expenses Reports Report customization Sales rep Income tax support Terms Write letters Index EULA