Quickbooks online for dummies / David H. Ringstrom.

Format:

Book

Series:

--For dummies.

For dummies

Language:

English

Subjects (All):

Small business--Accounting--Computer programs.

Small business.

Small business--Finance--Computer programs.

QuickBooks.

Physical Description:

1 online resource (499 pages)

Edition:

Eighth edition.

Place of Publication:

Hoboken, N.J.: John Wiley & Sons, c2023.

Indianapolis, Indiana : John Wiley & Sons, [2022]

Summary:

QuickBooks Online For Dummies is the go-to for cloud-based small business accounting. Online accounting could be saving you time and money. Newcomers to QuickBooks Online will love this updated edition of the classic guide to making the most of mobile accounting, while accountants will appreciate the practice management features in QuickBooks Online Accountant. Dummies makes it easy to learn the program's key features, including getting started, creating invoices and credit memos, recording sales receipts, recording and paying bills, setting up inventory items, tracking business accounts and credit cards, printing checks, processing payroll and preparing payroll tax returns, building a budget, reconciling bank accounts, generating financial reports, job estimating, billing, and tracking, backing up your data, simplifying tax preparation, and beyond. Phew! This book is perfect for small business owners, managers, and employees who utilize QuickBooks Online and would like more fluid access to their business accounting. Bookkeepers and accountants would appreciate this quintessential resource as well.

Contents:

Intro

Title Page

Copyright Page

Table of Contents

Introduction

About This Book

Foolish Assumptions

Icons Used in This Book

Beyond the Book

Where to Go from Here

Part 1 Getting Started with QuickBooks Online

Chapter 1 Welcome to QuickBooks Online

What Is QuickBooks Online?

Checking on QuickBooks Pricing

QuickBooks subscription pricing

Payroll and time track pricing

Other add-on pricing

Comparing QuickBooks Features

QuickBooks Online Self-Employed

QuickBooks Simple Start

QuickBooks Online Essentials

QuickBooks Online Plus

Usage limits for QuickBooks Simple Start, Essentials, and Plus

QuickBooks Online Advanced

QuickBooks Online Accountant

Chapter 2 Creating a QuickBooks Online Company

Signing Up for QuickBooks Online

Exploring Your New Company

Reviewing the QuickBooks interface

Updating the Chart of Accounts

Editing or inactivating accounts

Adding account numbers

Importing a chart of accounts

Reviewing Company Settings

Company preferences

Billing &amp

Subscription preferences

Usage statistics

Sales preferences

Customizing sales forms

Expenses preferences

Payments preferences

Time preferences

Advanced preferences

QuickBooks Online Apps

QuickBooks Online Desktop app

QuickBooks Online Mobile apps

QuickBooks App Store

QuickBooks Labs

Chapter 3 Importing from QuickBooks Desktop and Sage 50

Knowing the Ins and Outs of Converting Data

Using an online tool to migrate QuickBooks Desktop online

Using an online service to migrate Sage 50 to QuickBooks Online

Double-Checking Your Data After Conversion

Part 2 Managing Your Books

Chapter 4 Customer, Vendor, and Employee Lists

Adding New Records to a List

Creating a new record

Using customer types

Working with Records

Searching lists.

Accessing attachments

Switching from record to record

Sorting a list on the Customers and Vendors page

Working with a batch of records

Changing Settings for Lists

Accessing Other Lists

Importing Customers and Vendors

Downloading the sample file

Importing lists

Exporting lists to Excel or Google Sheets

Introducing Spreadsheet Sync

Installing the Spreadsheet Sync add-in

Managing list records with Spreadsheet Sync

Uninstalling Spreadsheet Sync

Chapter 5 Managing Sales Tax, Services, and Inventory

Setting Up Sales Tax

Understanding sales tax liability

Enabling the Automated Sales Tax feature

Converting sales tax from QuickBooks Desktop

Switching from manual to automated sales tax

Exploring the Economic Nexus Feature

Custom sales tax rates

Auditing your customer list

Reporting and paying sales taxes

Working with Products and Services

Adding inventory, non-inventory, and services items

Reordering inventory items

Creating inventory adjustment transactions

Adjusting inventory quantities

Making an inventory quantity adjustment

Adjusting an inventory item's starting value

Establishing categories

Changing item types

Simplifying your invoicing process

Using pricing rules

Working with bundles

Importing and Exporting Products and Services

Managing Products and Services with Spreadsheet Sync

Chapter 6 Invoicing Customers and Receiving Payments

Getting Oriented with Sales Transactions

Creating Invoices

Configuring Automatic Subtotals

Creating Billable Time Entries

Entering time activities

Adding billable time and expenses to an invoice

Printing a Batch of Invoices or Packing Slips

Recording Customer Payments.

Understanding the Payments to Deposit account

Recording invoice payments

Entering a sales receipt

Recording Bank Deposits

Keeping Tabs on Invoice Status and Receiving Payment

Giving Money Back to a Customer

Recording a credit memo

Issuing a refund to a customer

Writing Off Bad Debt

Setting up a bad debt account and item

Creating bad debt write-off transactions

Reviewing and Creating Transactions with Spreadsheet Sync

Chapter 7 Paying Bills and Writing Checks

Looking at Expense and Bill Payment Methods

Understanding the Transaction Types

Entering an Expense

Writing a Check

Entering a Bill

Paying Bills

Paying two or more bills at once

Writing a check to pay a bill

Recording Vendor Credits and Refunds

Entering a vendor credit

Applying vendor credits against bills

Recording vendor refund checks and payments

Managing Recurring Transactions

Chapter 8 Paying Employees and Contractors

Getting Started with QuickBooks Payroll

Turning on QuickBooks Payroll

Setting payroll preferences

Setting up payroll taxes

Preparing Payroll

Recording payroll information

Enabling employee time tracking

Reviewing and generating payroll checks

Establishing or correcting payroll exemptions

Printing payroll reports

Managing Payroll Taxes

Paying payroll taxes

Viewing payroll tax forms

Paying Contractors

Setting up 1099-eligible contractors

Paying contractors

Reporting on 1099 vendor payments

Preparing 1099s

Chapter 9 Working in Registers

Understanding Registers

Customizing the Register View

Entering and Editing Transactions

Entering transactions

Editing a transaction

Performing Other Register Activities

Sorting transactions

Filtering transactions.

Printing a register

Exporting a register

Chapter 10 Administering Bank and Credit Card Accounts

Setting Up a Bank or Credit Card Account

Making a Bank Deposit

Making a Credit Card Payment

Recording a Credit Card Credit

Reconciling a Bank or Credit Card Account

Chapter 11 Synchronizing with Financial Institutions

Connecting QuickBooks Accounts to Financial Institutions

Connecting . . . or not connecting

Accessing bank and credit card-related pages in QuickBooks

Being Direct: Connecting a Bank or Credit Card Account

Managing uploaded or downloaded activity

Reviewing transactions

Automating downloaded activity with rules

Creating rules

Exporting and importing rules

Fixing mistakes in uploaded or downloaded transactions

Using Indirect Connections to Financial Institutions

Downloading Web Connect and text files

Opening text files in Microsoft Excel or Google Sheets

Editing text files

Saving CSV files

Uploading Web Connect and CSV files

Connecting to Online Providers through App Transactions

Converting Paper Receipts to Electronic Transactions

Chapter 12 Working with Purchase Orders, Estimates, Projects, and Tags

Working with Purchase Orders

Enabling the purchase order feature

Creating purchase orders

Copying an existing purchase order

Receiving items against purchase orders

Closing purchase orders

Tracking open purchase orders

Working with Estimates

Preparing an estimate

Copying an estimate to a purchase order

Converting an estimate to an invoice

Copying an existing estimate

Creating a progress invoice for an estimate

Managing Projects

Turning on the Project feature

Contrasting projects with sub-customers

Creating a new project

Adding transactions to a project

Reporting on projects

Updating project status.

Deleting projects

Tagging Transactions

Creating Tag Groups and Tags

Tagging existing transactions

Tagging new transactions

Disabling the Tags feature

Part 3 Budgeting, Reporting, and Analysis

Chapter 13 Creating Budgets in QuickBooks

Creating a Budget

Importing Budgets

Basing Spreadsheet Budgets on Actuals

Deleting Budgets

Chapter 14 Utilizing QuickBooks Reports

Looking at the Reports Page

Finding the Report You Want

Examining standard reports

Finding customized reports

Reviewing management reports

Contemplating Multi-Co reporting

Searching for a report

Printing a Report

Customizing Reports

Saving a customized report

Taking actions with custom reports

Exporting Reports from QuickBooks

Exporting to Excel

Exporting to PDF

Exporting to Google Sheets

Custom Reporting with Spreadsheet Sync

Chapter 15 Analyzing QuickBooks Data in Excel

Automatically Opening Excel Reports Exported from QuickBooks

Sifting through Excel Reports

Filtering data

Guarding against a tricky trap

Slicing your data

Sorting data

Creating Custom Reporting with Pivot Tables

Understanding pivot table requirements

Adding fields

Removing fields

Spreadsheet Sync

Part 4 Features for Accountants

Chapter 16 Introducing QB Accountant

Getting Started with QuickBooks Online Accountant

Setting Up Your Team

Assigning lead accountants

Examining the QB Accountant Interface

Using Your Practice commands

Toolbar commands

Adding Companies to the Client List

Inviting you to be the accountant user

Adding a client to your practice

Accepting primary admin rights from your client

Transferring primary admin rights to your client

Working with the Client List

Customizing the Client List

Removing Clients from Your Client List.

ProAdvisor Preferred Pricing versus ProAdvisor Revenue Share.

Notes:

Description based on print version record.

Includes bibliographical references and index.

Includes index.

Other Format:

Print version: Ringstrom, David H. QuickBooks Online 2023 for Dummies

ISBN:

9781119910022

1119910021

OCLC:

1352092661