David H. Ringstrom - QuickBooks Online For Dummies

QuickBooks® Online For Dummies®, 7th Edition

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Published simultaneously in Canada

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Library of Congress Control Number: 2022930197

ISBN: 978-1-119-81727-7 (pbk); 978-1-119-81728-4 (ebk); 978-1-119-81729-1 (ebk)

1 Cover

2 Title Page

3 Copyright

4 Introduction About This Book Foolish Assumptions Icons Used in This Book Beyond the Book Where to Go from Here

5 Part 1: Getting Started with QBO and QBOA Chapter 1: Presenting QuickBooks Online Comparing QuickBooks and QB Accountant Understanding the Cloud Chapter 2: Embracing QuickBooks Online I’ll Subscribe to That The Dollars and Cents of QuickBooks Subscriptions Payroll Options Migration from QuickBooks Desktop An App for That

6 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 Customizing Sales Forms Taking Advantage of QuickBooks Labs Working with Multiple Currencies Chapter 4: Managing List Information Importing Customers and Vendors Adding New Records to a List Working with Records Changing Settings for Lists Setting Up Sales Taxes Working with Products and Services Items Accessing Other Lists Chapter 5: Dealing with the Outflow of Money Getting Up and Running Writing a Check Creating an Expense Entering a Purchase Order Entering and Paying Bills Chapter 6: Managing the Inflow of Money Getting Started with Sales Transactions Giving Money Back to a Customer Working with Estimates Creating Billable Time Entries Managing Projects Chapter 7: Working in Registers Understanding Registers Customizing the Register View Entering and Editing Transactions Other Things You Can Do in 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 Managing Downloaded Activity 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 Preparing Payroll Managing Payroll Taxes Paying Contractors

7 Part 3: Reporting and Analysis Chapter 10: Evaluating How the Business Is Doing Reviewing Income and Expenses Finding the Report You Want Printing a Report Chapter 11: Analyzing QuickBooks Data in Excel Automatically Opening Excel Reports Exported from QuickBooks Sifting through Excel Reports Custom Reporting with Pivot Tables

8 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 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 Chapter 13: Adding Companies to the QB Accountant Client List Adding a Client’s Company to the Client List Importing QuickBooks Desktop Data into QuickBooks Online 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 Chapter 15: Working in a Client’s Company Making Navigation Easy 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 Facilitating Accountant Activities Chapter 17: Automating QuickBooks Analysis with Power Query Introducing Power Query Connecting to QuickBooks Reports Creating Self-Updating Reports

9 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 Downloading Files Using Keyboard Shortcuts Working with Chrome Profiles Managing Privacy in Chrome Managing Security in Chrome