QuickBooks Online For Dummies [2024 ed.] 9781394206537, 9781394206513, 9781394206520

Table of contents :
Cover
Table of Contents
Title Page
Copyright
Introduction
About This Book
Foolish Assumptions
Icons Used in This Book
Beyond the Book
Where to Go from Here
Part 1: Core Functionality
Chapter 1: Getting Started with QuickBooks
QuickBooks Online vs. QuickBooks Desktop
Considering QuickBooks Pricing
Comparing QuickBooks Features
Tailoring Your QuickBooks Environment
Customizing Invoices and Estimates
Chapter 2: Recording Sales and Accounts Receivable
Managing Customers
Setting Up Sales Tax
Working with Products and Services
Creating Sales Transactions
Writing Off Bad Debt
Generating Estimates
Chapter 3: Posting Expenses, Checks, and Credit Card Charges
Working with Vendors
Creating Payment Transactions
Chapter 4: Paying Employees and Contractors
Getting Started with QuickBooks Payroll
Preparing Payroll
Managing Payroll Taxes
Paying Contractors
Filing 1099 Forms for Contractors
Chapter 5: Carrying Out Banking and Account Reconciliations
Establishing Bank or Credit Card Accounts
Making a Bank Deposit
Synchronizing with Financial Institutions
Reviewing Your Bank and Credit Card Transactions
Reconciling Bank or Credit Card Accounts
Chapter 6: Utilizing QuickBooks Reports
Looking at the Reports Page
Interacting with Reports
Charting Your Business
Tagging Transactions
Chapter 7: Employing Apps and Automation
Investigating QuickBooks Online Apps
Automating downloaded activity with bank rules
Utilizing Recurring Transactions
Transforming Paper and Electronic Documents into Transactions
Exporting from and Importing to QuickBooks
Part 2: QuickBooks Online Essentials Features
Chapter 8: Managing Bills, Accounts Payable, and Multicurrency
Understanding Accounts Payable
Recording Vendor Credits and Refunds
Working with Multiple Currencies
Chapter 9: Creating Bundles, Managing Users, and Tracking Time
Bundling Products and Services
Managing User Rights
Enabling Time Tracking
Creating Billable Time Entries
Part 3: QuickBooks Online Plus Features
Chapter 10: Tracking Inventory and Purchase Orders
Working with Physical Inventory Items
Using Pricing Rules
Recording Inventory Transactions
Working with Purchase Orders
Chapter 11: Utilizing Classes, Locations, and Projects
Tracking Transactions with Classes
Exploring Location-based Functionality
Managing Projects
Chapter 12: Creating Budgets
Initiating a Budget within QuickBooks
Populating Your Budget
Importing Budgets from Outside of QuickBooks
Maintaining and Reporting on Budgets
Part 4: QuickBooks Online Advanced Features
Chapter 13: Desktop App, Backups, and Customizable Security
Installing the Desktop App
Utilizing QuickBooks Online Backup
Customizing User Security Privileges
Chapter 14: Custom Reports and Charts
Introducing the Custom Report Builder
Pivoting a Report
Chapter 15: Tasks, Workflows, and Other Advanced Features
Exploring the Tasks Feature
Utilizing the Workflows Feature
Recording Expense Claims
Batching Transactions
Recognizing Revenue
Automating depreciation
Chapter 16: Spreadsheet Sync
Getting Started with Spreadsheet Sync
Creating Refreshable Reports in Excel
Managing List Records with Spreadsheet Sync
Reviewing, Editing, and Creating Transactions
Creating or Editing Consolidated Budgets
Part 5: QuickBooks Online Accountant Features
Chapter 17: Client and Team Management
Getting Started with QuickBooks Online Accountant
Accessing Clients’ Books
Setting Up Your Team
Chapter 18: Accountant Tools and Pages
Understanding the Dual Sidebar Menus
Accessing your clients’ books
Accessing Accountant Tools
Undoing reconciliations
Graphing Your Clients’ Financial Data
Chapter 19: Practice Management
Introducing the Work Page
Communicating with Team Members about Work
Using Your Free QuickBooks Online Advanced Subscription
Part 6: Microsoft Excel Analysis
Chapter 20: Analyzing QuickBooks Data in Excel
Disabling Protected View in Microsoft Excel
Filtering Data
Preparing QuickBooks Reports for Analysis
Summarizing Data with PivotTables
Chapter 21: Automating QuickBooks Analysis with Power Query
Introducing Power Query
Automating QuickBooks Report Analysis
Analyzing and Adjusting Power Query Results
Keeping Power Query Results Current
Part 7: The Part of Tens
Chapter 22: Ten Common Journal Entries
Understanding Debits and Credits
Creating Journal Entries
Correcting a Bank Balance
Adjusting Asset or Liability Accounts
Recording a Recurring Fee
Entering Petty Cash Expenditures
Recording a Prepaid Expense
Amortizing a Prepaid Expense
Maintaining an Allowance for Doubtful Accounts
Writing Off Bad Debt
Posting Depreciation
Chapter 23: Ten Cool Chrome Shortcuts
Speeding Up Surfing
Accessing Downloads and History
Working with Tabs
Index
About the Author
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End User License Agreement