David H. Ringstrom - QuickBooks Online For Dummies

7 Chapter 7FIGURE 7-1: Use the Chart of Accounts page to open a particular account’s regis...FIGURE 7-2: A typical bank account register.FIGURE 7-3: A bank account register in Paper Ledger mode.FIGURE 7-4: Resizing a column.FIGURE 7-5: Toggle on the columns you want to show.FIGURE 7-6: A register displaying one line for each transaction.FIGURE 7-7: Choose the type of transaction you want to enter.FIGURE 7-8: Entering a sales receipt in a bank account register.FIGURE 7-9: Transactions are displayed from newest to oldest unless you change ...FIGURE 7-10: You can filter transactions within a register.FIGURE 7-11: A list of transactions based on criteria specified in the Filter w...FIGURE 7-12: Printing a register.

8 Chapter 8FIGURE 8-1: The dialog box you use to create an account.FIGURE 8-2: Use the Bank Deposit window to select payment transactions to depos...FIGURE 8-3: Record payment amounts that are unrelated to customer invoices in t...FIGURE 8-4: Enter information from your bank statement on this page.FIGURE 8-5: Match transactions from your bank statement with those shown on the...FIGURE 8-6: QuickBooks offers confirmation that you successfully reconciled you...FIGURE 8-7: A typical Reconciliation report.FIGURE 8-8: Earlier Reconciliation reports that you can view.FIGURE 8-9: Identify your financial institution.FIGURE 8-10: Select the accounts you want to connect and their types.FIGURE 8-11: After you connect an account, the Banking page displays connected ...FIGURE 8-12: You can control the amount of information that appears in this tab...FIGURE 8-13: Click the arrow beside the Link Account button and select Upload f...FIGURE 8-14: Use this wizard to navigate to the transactions you downloaded fro...FIGURE 8-15: Select the account where QuickBooks should place the transactions ...FIGURE 8-16: Match QuickBooks fields with the fields in your CSV file.FIGURE 8-17: Match QuickBooks fields with the fields in your CSV file.FIGURE 8-18: Use this page to specify how QuickBooks should handle each downloa...FIGURE 8-19: Click any transaction to see the underlying details.FIGURE 8-20: A Batch Actions bar appears when you select one or more transactio...FIGURE 8-21: Click any transaction and choose the Categorize or Record As Trans...FIGURE 8-22: The transaction details appear when you click a downloaded or impo...FIGURE 8-23: The Rules page.FIGURE 8-24: The Create Rule panel, where you set the information you want to a...FIGURE 8-25: Provide the changes to be made to transactions that meet the rule’...FIGURE 8-26: Use the Categorized tab to find transactions you’ve accepted in Qu...FIGURE 8-27: You can send receipts or bills to QuickBooks in several ways.FIGURE 8-28: You can establish an @qbodocs.com email address that you forward r...FIGURE 8-29: A receipt to be reviewed.FIGURE 8-30: You can review uploaded receipts or bills before you commit the tr...FIGURE 8-31: Drag accounts to place them in the order you want.FIGURE 8-32: The Create New Group task pane enables you to establish new tag gr...FIGURE 8-33: Two tags have been added to the Marketing Expenses tag group.FIGURE 8-34: You can apply tags to multiple transactions at once.

9 Chapter 9FIGURE 9-1: Choosing an option for payroll.FIGURE 9-2: The Payroll Setup Wizard helps you add current employees.FIGURE 9-3: Fill in the basic information about the employee, and decide whethe...FIGURE 9-4: A typical pay schedule.FIGURE 9-5: Information required to complete a federal Form W-4.FIGURE 9-6: The Your Team page enables you to monitor the setup status of your ...FIGURE 9-7: The Payroll Settings page.FIGURE 9-8: The to-do list on the Payroll Overview page.FIGURE 9-9: The Give Us Your Federal Tax Info page.FIGURE 9-10: Use this screen to enter payroll information for your employees.FIGURE 9-11: Reviewing paychecks before generating them.FIGURE 9-12: When you don’t direct-deposit paychecks, you’ll see a page like th...FIGURE 9-13: Click the Edit icon in the Pay section to edit pay information.FIGURE 9-14: Click the Edit icon in the withholdings section to edit the employ...FIGURE 9-15: Click Tax Exemptions to determine whether you can manage an employ...FIGURE 9-16: QuickBooks Payroll offers two tabs of human resource–related infor...FIGURE 9-17: Scroll down the Reports page to locate payroll reports.FIGURE 9-18: Setting up a new contractor.FIGURE 9-19: Provide the Contractor Type information needed for Form 1099 prepa...

10 Chapter 10FIGURE 10-1: The Reports page.FIGURE 10-2: Business Overview reports.FIGURE 10-3: The Management Reports tab.FIGURE 10-4: Print Preview of a management report.FIGURE 10-5: Searching for a report.FIGURE 10-6: The Transaction report that appears after you click an income acco...FIGURE 10-7: Scroll up on any report to change the configuration settings and t...FIGURE 10-8: The General section of the panel you use to customize a report in ...FIGURE 10-9: Use these settings to control the rows and columns that appear in ...FIGURE 10-10: Some reports allow you change the order of the fields by dragging...FIGURE 10-11: The filtering options you can control in the Profit and Loss repo...FIGURE 10-12: The header and footer settings you can customize in the Profit an...FIGURE 10-13: The report after customization to include % of Income and % of Ex...FIGURE 10-14: Use this panel to save a customized report.FIGURE 10-15: The Custom Reports page after you create a custom report.FIGURE 10-16: Set an email schedule for a report group.FIGURE 10-17: Protected View in Excel requires you to click Enable...

11 Chapter 11FIGURE 11-1: QuickBooks reports that you export to Excel generally open in Prot...FIGURE 11-2: Choose Always Open Files of This Type to seamlessly open Excel rep...FIGURE 11-3: The Transaction List by Date report is best suited for analyzing y...FIGURE 11-4: Most transaction list reports have headings or subtotals that make...FIGURE 11-5: The Filter feature adds an arrow to the top of each column of your...FIGURE 11-6: Text-based dates exported from QuickBooks sometimes masquerade as ...FIGURE 11-7: Slicers allow you to filter data in a table with a single click.FIGURE 11-8: Pivot tables allow you to create instant summaries of your data by...

12 Chapter 12FIGURE 12-1: Provide the requested information to create a QB Accountant accoun...FIGURE 12-2: A typical QB Accountant home page after creating an account.FIGURE 12-3: The page you use to sign in to QB Accountant after you set up an a...FIGURE 12-4: The client listing in QB Accountant.FIGURE 12-5: The tools available to accountants while working in a client compa...FIGURE 12-6: The choices available on the Settings menu.FIGURE 12-7: View, edit, and add QB Accountant team members.FIGURE 12-8: Specify the new user’s access level to your firm’s administration ...FIGURE 12-9: You can give a team member access to your firm’s clients on a sele...FIGURE 12-10: The home page of an invited team member who has limited privilege...FIGURE 12-11: Click a QuickBooks logo or use the Go to QuickBooks drop-down lis...FIGURE 12-12: Control the appearance of the Client List page with the Settings ...FIGURE 12-13: Craig’s Design and Landscaping Services is the QuickBooks Online ...FIGURE 12-14: Exit QB Accountant by signing out.FIGURE 12-15: Click Edit Client to display a menu from which you can make a cli...

13 Chapter 13FIGURE 13-1: The Settings menu in QuickBooks Online.FIGURE 13-2: The Manage Users page has three tabs: Users, Roles, and Accounting...FIGURE 13-3: The client fills in the accountant’s email information.FIGURE 13-4: A sample email an accountant might receive when invited to access ...FIGURE 13-5: A Client List page after you accept an invitation from a client to...FIGURE 13-6: The Client Contact Information page of the Add Client Wizard.FIGURE 13-7: Select Company Admin.FIGURE 13-8: Assigning the role of primary admin to the client.FIGURE 13-9: Check the number of targets in your QuickBooks Desktop company.FIGURE 13-10: Select every available update and then click Get Updates.FIGURE 13-11: Select whether you want to overwrite an existing QuickBooks compa...FIGURE 13-12: This message appears when you finish your part of the export/impo...