David H. Ringstrom - QuickBooks Online For Dummies

14 Chapter 14FIGURE 14-1: Click the QuickBooks logo to the left of the client’s name or the ...FIGURE 14-2: The top of the Client Overview page shows details on a company’s s...FIGURE 14-3: The Banking Activity section of the Client Overview page.FIGURE 14-4: The Common Issues section of the Client Overview page.FIGURE 14-5: The Transaction section of the Client Overview page.FIGURE 14-6: The Settings menu.FIGURE 14-7: The Account and Settings dialog box for a QuickBooks company.FIGURE 14-8: Usage limits.FIGURE 14-9: Review and, if necessary, change settings on the Advanced tab of t...FIGURE 14-10: You can add and edit accounts on the chart of accounts page.FIGURE 14-11: The Import Accounts page.FIGURE 14-12: Map the fields in your file to the fields in QuickBooks.FIGURE 14-13: To edit an account, make a choice from an Action drop-down menu.FIGURE 14-14: Use this page to set up account numbers for the chart of accounts...FIGURE 14-15: The Customers page.FIGURE 14-16: Use this page to open any list other than Customers, Vendors, or ...FIGURE 14-17: The Rules page.

15 Chapter 15FIGURE 15-1: Keyboard shortcuts you can use while working in QuickBooks.FIGURE 15-2: Use the New Window command while working in a QuickBooks company t...FIGURE 15-3: Two windows pinned side by side.FIGURE 15-4: To work in two companies at the same time, you can use two Chrome ...FIGURE 15-5: The transactions you can create while working in a QuickBooks comp...FIGURE 15-6: Type any phrase you want to use as a search filter or click Advanc...FIGURE 15-7: Set criteria for a more specifically defined search.FIGURE 15-8: The page on which you create a client note.FIGURE 15-9: Client Requests gives you a centralized list of communications.FIGURE 15-10: A preview of a Client Request message.FIGURE 15-11: A Client Request in a QuickBooks company.FIGURE 15-12: The panel your client uses to respond to a Client Request.FIGURE 15-13: The Shared Documents page allows you to access files that your cl...

16 Chapter 16FIGURE 16-1: Reviewing a sales tax return.FIGURE 16-2: Use this page to record a sales tax payment.FIGURE 16-3: Grid view of the Work page in QB Accountant.FIGURE 16-4: Creating a project with a template.FIGURE 16-5: Enter a task name and due date, and assign it to a team member of ...FIGURE 16-6: Click a task to edit or delete it, or drag the dotted icon to reor...FIGURE 16-7: Use the arrow on a task or project card to display the list of ava...FIGURE 16-8: Buttons allow you to delete, create a template, or duplicate a pro...FIGURE 16-9: The Work page in List view.FIGURE 16-10: Calendar view presents project tasks by due date.FIGURE 16-11: Set up email notifications for team members regarding work.FIGURE 16-12: The Accountant Tools menu contains commands specifically designed...FIGURE 16-13: Accountant-oriented reports available in QB Accountant.FIGURE 16-14: Use the Audit Log page to view all kinds of activity in the Quick...FIGURE 16-15: Setting a closing date.FIGURE 16-16: The Month-End Review page brings potential issues to your attenti...FIGURE 16-17: Account Reconciliation allows you to monitor the status of bank a...FIGURE 16-18: Once all issues have been resolved, your Final Review list will r...FIGURE 16-19: Use this page to reclassify transactions.FIGURE 16-20: Writing off invoices.FIGURE 16-21: Confirm that you want to write off the selected invoices.FIGURE 16-22: The Year-End Tasks tab provides a checklist of activities to comp...FIGURE 16-23: The Documents tab allows you to upload supporting materials.FIGURE 16-24: The Review & Adjust tab of the Prep for Taxes page.FIGURE 16-25: The Journal Entry window with the Is Adjusting Journal Entry? che...FIGURE 16-26: The Grouping & Statements page of the Prep for Taxes page.FIGURE 16-27: The Tax Mapping tab of the Prep for Taxes page.

17 Chapter 17FIGURE 17-1: The Power Query Editor shows the QuickBooks report that you just i...FIGURE 17-2: The Remove Top Rows dialog box allows you to remove rows from the ...FIGURE 17-3: The Applied Steps pane shows the transformation steps being carrie...FIGURE 17-4: The Choose Columns dialog box provides an easy way to remove unwan...FIGURE 17-5: The report is in a much more analysis-ready format than it was in ...FIGURE 17-6: You can’t delete specific rows from the middle of the Power Query ...FIGURE 17-7: The Import Data dialog box allows you to choose how and where your...FIGURE 17-8: The Queries & Connections task pane appears automatically every ti...FIGURE 17-9: Adjusting query properties enables you to have a self-updating rep...FIGURE 17-10: Setting a workbook to be a trusted document eliminates the need t...FIGURE 17-11: You must also click Refresh Data When Opening the File for a pivo...FIGURE 17-12: You can sum, average, count, or perform other mathematical calcul...FIGURE 17-13: The My Table Has Headers setting allows you to confirm that your ...FIGURE 17-14: The customer data that was presented in columns has been transpos...

18 Chapter 18FIGURE 18-1: Enabling the Home button and setting a home page.FIGURE 18-2: Pinning a tab in Chrome.FIGURE 18-3: This dialog box appears when you create a bookmark.FIGURE 18-4: Take advantage of the Bookmarks bar.FIGURE 18-5: You can display the Bookmarks bar on all tabs in Chrome.FIGURE 18-6: Use this dialog box to import your bookmarks from another browser ...FIGURE 18-7: The Bookmark Manager.FIGURE 18-8: Manage your downloads in the Downloads section.FIGURE 18-9: You can tell Chrome to ask you where to save each download.FIGURE 18-10: Use this menu to start the process of adding a profile.FIGURE 18-11: Establish settings for the new profile.FIGURE 18-12: Click the Profile button to switch to another profile.FIGURE 18-13: An Incognito window.FIGURE 18-14: Use your browsing history to revisit a web page you visited previ...FIGURE 18-15: Use this dialog box to delete browsing history.FIGURE 18-16: Use this page to identify websites whose pop-ups you want to allo...

1 Cover

2 Title Page

3 Copyright

4 Table of Contents

5 Begin Reading

6 Appendix A: QuickBooks Online, QuickBooks Desktop, and Data Conversion

7 Index

8 About the Author

1 i

2 ii

3 1

4 2

5 3

6 4

7 5

8 7

9 8

10 9

11 10

12 11

13 12

14 13

15 14

16 15

17 17

18 18

19 19

20 20

21 21

22 22

23 23

24 24

25 25

26 26

27 27

28 28

29 29

30 30

31 31

32 32

33 33

34 34

35 35

36 36

37 37

38 38

39 39

40 40

41 41

42 42

43 43

44 44

45 45

46 46

47 47

48 48

49 49

50 50

51 51

52 52

53 53

54 54

55 55

56 56

57 57

58 58

59 59

60 60

61 61

62 63

63 64

64 65

65 66

66 67

67 68

68 69

69 70

70 71

71 72

72 73

73 74

74 75

75 76

76 77

77 78

78 79

79 80

80 81

81 82

82 83

83 84

84 85

85 86

86 87

87 88

88 89

89 90

90 91

91 92

92 93

93 94

94 95

95 96

96 97

97 98

98 99

99 100

100 101

101 102

102 103

103 104

104 105

105 106

106 107

107 108

108 109

109 110

110 111

111 112

112 113

113 114

114 115

115 116

116 117

117 118

118 119

119 120

120 121

121 122

122 123

123 124

124 125

125 126

126 127

127 128

128 129

129 130

130 131

131 132

132 133

133 134

134 135

135 136

136 137