David H. Ringstrom - QuickBooks Online For Dummies

137 138

138 139

139 140

140 141

141 142

142 143

143 144

144 145

145 146

146 147

147 148

148 149

149 150

150 151

151 152

152 153

153 154

154 155

155 156

156 157

157 158

158 159

159 160

160 161

161 162

162 163

163 164

164 165

165 166

166 167

167 168

168 169

169 170

170 171

171 172

172 173

173 174

174 175

175 176

176 177

177 178

178 179

179 180

180 181

181 182

182 183

183 184

184 185

185 186

186 187

187 188

188 189

189 190

190 191

191 192

192 193

193 194

194 195

195 196

196 197

197 198

198 199

199 200

200 201

201 202

202 203

203 204

204 205

205 206

206 207

207 208

208 209

209 210

210 211

211 212

212 213

213 214

214 215

215 216

216 217

217 218

218 219

219 220

220 221

221 222

222 223

223 224

224 225

225 226

226 227

227 228

228 229

229 230

230 231

231 232

232 233

233 234

234 235

235 236

236 237

237 238

238 239

239 240

240 241

241 242

242 243

243 244

244 245

245 246

246 247

247 248

248 249

249 250

250 251

251 252

252 253

253 254

254 255

255 256

256 257

257 258

258 259

259 260

260 261

261 262

262 263

263 264

264 265

265 266

266 267

267 268

268 269

269 270

270 271

271 272

272 273

273 274

274 275

275 276

276 277

277 278

278 279

279 280

280 281

281 282

282 283

283 284

284 285

285 286

286 287

287 288

288 289

289 290

290 291

291 292

292 293

293 294

294 295

295 296

296 297

297 298

298 299

299 300

300 301

301 302

302 303

303 304

304 305

305 306

306 307

307 308

308 309

309 310

310 311

311 312

312 313

313 314

314 315

315 316

316 317

317 318

318 319

319 320

320 321

321 322

322 323

323 324

324 325

325 326

326 327

327 328

328 329

329 330

330 331

331 332

332 333

333 334

334 335

335 336

336 337

337 338

338 339

339 340

340 341

341 342

342 343

343 344

344 345

345 346

346 347

347 348

348 349

349 350

350 351

351 352

352 353

353 354

354 355

355 356

356 357

357 358

358 359

359 360

360 361

361 363

362 364

363 365

364 366

365 367

366 368

367 369

368 370

369 371

370 372

371 373

372 374

373 375

374 376

375 377

376 378

377 379

378 380

379 381

380 382

381 383

382 384

383 385

384 386

385 387

386 388

387 389

388 390

389 391

390 392

391 393

392 394

393 395

394 396

395 397

396 398

397 399

398 400

399 401

400 402

401 403

402 404

403 405

404 406

405 407

406 408

407 409

408 410

409 411

410 412

411 413

412 414

413 415

414 416

415 417

416 418

417 419

418 420

419 421

420 422

421 423

422 424

423 425

424 426

425 427

426 428

427 429

428 430

429 431

430 432

431 433

432 434

433 435

434 436

435 437

436 438

437 439

438 440

439 441

440 442

441 443

442 444

443 445

444 446

445 447

446 448

447 449

448 450

449 451

450 452

451 453

452 454

453 455

454 456

455 457

456 458

457 459

458 460

459 461

460 462

461 463

462 464

463 465

I get it: Small-business owners have many other things they’d rather be doing with their time than accounting. We’re legally mandated to maintain a set of accounting records for our businesses, so avoidance isn’t an option — but working smarter is. This book will help you get there. What’s more, certain tasks, such as reporting earnings and paying employees, are markedly more difficult if you don’t use accounting software.

Accounting programs such as QuickBooks Online help take the pain out of accounting, and in some cases, they even make it easy. In this book, I explore QuickBooks Online, which is aimed at business users, and QuickBooks Online Accountant (QB Accountant), which is aimed at — you guessed it — accountants and bookkeepers. Both programs are web-based products that offer mobile versions, so your accounting records are at your fingertips no matter which device you have at hand. The benefit of an online accounting system such as QuickBooks is that it enables you to access your books from anywhere and share access with your accountant as well. QB Accountant helps accountants streamline various aspects of supporting multiple clients who use QuickBooks Online.

Intuit, the maker of QuickBooks Online and QB Accountant, also offers QuickBooks Desktop, which is a version of the software that you must purchase a license for and then install on individual computers. In the appendix, I discuss migrating QuickBooks Desktop to QuickBooks Online. But if you’re looking for a QuickBooks Desktop reference, please get a copy of Stephen L. Nelson’s QuickBooks All-in-One For Dummies 2022 (John Wiley & Sons, Inc.).

Everything that can be done in QuickBooks Online can be accomplished in QB Accountant as well. QB Accountant offers additional tools that are useful to accountants who manage multiple clients and/or multiple companies. As you’ll see, QuickBooks Online requires a subscription fee for every set of books you want to maintain, whereas accountants get free access to QB Accountant for overseeing their clients’ books.

QuickBooks Online and QuickBooks Online Accountant aren’t for everyone. Before you commit to Intuit’s web-based solution, you need to explore the available editions and examine the requirements for the products. In that regard, I’ve divided the book into five parts:

Part 1, “Getting Started with QuickBooks and QuickBooks Online Accountant,” helps you get oriented within the respective environments.

Part 2, “Managing Your Books,” covers the nuts and bolts of getting started with QuickBooks, establishing your books, and carrying out common accounting transactions.

Part 3, “Reporting and Analysis,” shows you how to run reports within QuickBooks Online, and then how to crunch your numbers in Excel.

Part 4, “Working in QuickBooks Online Accountant.” helps accountants set up shop in QB Accountant and explore the software’s accountant-specific features.

Part 5, “The Part of Tens,” covers ten features of the Chrome browser that help you optimize your use of QuickBooks.

Appendix Aoffers guidance on migrating to QuickBooks Online from QuickBooks Desktop.

As I discuss in Chapter 2, QuickBooks Online offers different subscription levels. I used QuickBooks Online Advanced to write this book because it is the most feature-laden offering.

Читать дальше