QuickBooks Online for Dummies / David H. Ringstrom.

Format:

Book

Author/Creator:

Ringstrom, David H., author.

Series:

--For dummies.

For dummies

Language:

English

Subjects (All):

QuickBooks.

Small business--Accounting--Computer programs.

Small business.

Small business--Finance--Computer programs.

Physical Description:

1 online resource (451 pages)

Edition:

Tenth edition.

Place of Publication:

Hoboken, NJ : John Wiley & Sons, Inc., [2025]

Summary:

QuickBooks Online For Dummies, 2025 Edition helps you understand one of the most widely-used cloud accounting platforms worldwide. Choose the best subscription for your business, create invoices and credit memos, record sales receipts, pay bills, set up inventory items, track business checkbook and credit cards, print checks, process payroll and prepare payroll tax returns, simplify tax preparation, build a budget, balance accounts, back up your data and access it on any device—the list goes on and this beginner-friendly book teaches you how to do it all. Chock full of useful tips and tricks, this golden guide makes small business accounting through QuickBooks Online a breeze—saving you time and money. Plus, this edition covers the latest features and shows you how QuickBooks uses AI to make accounting even easier for you and your needs.

Contents:

Intro

Title Page

Copyright Page

Table of Contents

Introduction

About QuickBooks Online

About This Book

Foolish Assumptions

Icons Used in This Book

Where to Go from Here

Beyond the Book

Part 1 Core Functionality

Chapter 1 Beginning Your Journey with QuickBooks

QuickBooks Online Overview

Considering QuickBooks Pricing

QuickBooks Online base pricing

Payroll and time tracking pricing

QuickBooks Payments

Comparing QuickBooks Features

QuickBooks Online Solopreneur

QuickBooks Simple Start

QuickBooks Online Essentials

QuickBooks Online Plus

Usage limits for QuickBooks Simple Start, Essentials, and Plus

QuickBooks Online Advanced

QuickBooks Online Accountant

Customizing Your Chart of Accounts

Adding new accounts

Removing accounts

Implementing account numbers

Importing accounts

Tailoring Your QuickBooks Environment

Extending the default length of a QuickBooks session

Customizing the sidebar menu

Reviewing company settings

Customizing Sales Forms

Tailoring sales forms

Simplifying your invoicing process

Getting Attached

Chapter 2 Tracking Sales and Accounts Receivable

Managing Customers

Creating customer records

Accessing and editing customer records

Switching from record to record

Batching activities for customers

Customizing list columns

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

Customizing sales tax rates

Auditing your customers' sales tax settings

Paying and filing sales taxes

Working with Non-Inventory Products and Services

Creating non-inventory and services items

Managing categories.

Creating Sales Transactions

Creating invoices

Recording invoice payments

Handling overpayments

Recording bank deposits

Entering sales receipts

Generating credit memos and refund receipts

Batching activities for sales forms

Writing Off Bad Debt

Setting up a bad debt account and item

Creating bad debt write-off transactions

Generating Estimates

Preparing an estimate

Converting an estimate to an invoice

Copying an existing estimate

Creating a progress invoice for an estimate

Chapter 3 Logging Expenses, Checks, and Credit Card Charges

Working with Vendors

Initiating vendor records

Maintaining vendor records

Batching activities for vendors

Understanding Accounts Payable

Entering a bill

Paying one bill at a time

Paying two or more bills at once

Recording Checks, Expenses, and Credit Card Charges

Tracking checks, expenses, and credit card charges

Posting credit card credits

Paying down credit cards

Recording Vendor Credits and Refunds

Recording vendor credits

Recording vendor refund checks

Posting refunds directly to your books

Offsetting vendor credits

Chapter 4 Paying Employees and Contractors

Getting Started with QuickBooks Payroll

Subscribing to QuickBooks Payroll

Configuring payroll preferences

Adding employees

Removing employees

Preparing Payroll

Recording payroll information

Reviewing and generating payroll checks

Adjusting payroll exemptions

Printing payroll reports

Administering Payroll Taxes

Paying payroll taxes

Accessing payroll tax forms

Facilitating Contractor Compensation

Establishing contractor records

Paying contractors

Submitting 1099 Forms for Contractors

Reviewing your vendor list

Initiating 1099 forms.

Chapter 5 Mastering Banking Tasks and Account Reconciliations

Establishing Bank and Credit Card Accounts

Adding bank and credit card accounts

Synchronizing with Financial Institutions

Connecting directly with your bank

Handling indirect banking connections

Opening unsupported download files

Transforming the transaction files

Saving comma-separated value (CSV) files

Uploading your transactions into QuickBooks

Customizing your Bank Transactions screen

Reviewing Your Bank and Credit Card Transactions

Reconciling Bank or Credit Card Accounts

Chapter 6 Leveraging QuickBooks Reports

Reviewing the Reports Screen

Exploring standard reporting

Exploring Modern View reports

Creating custom reports

Analyzing management reports

Interacting with Reports

Charting Your Business

Tagging Transactions

Creating tag groups and tags

Tagging existing transactions

Tagging new transactions

Running tag reports

Removing the Tags field from transaction screens

Chapter 7 Implementing Apps and Automation

Investigating QuickBooks Online Apps

Engaging with mobile apps

Browsing the QuickBooks App Store

Capitalizing on Commerce

Implementing Rules for Downloaded Activities

Creating rules

Exporting and importing rules

Correcting uploaded or downloaded transactions

Converting Paper and Electronic Documents into Transactions

Transferring Data Between QuickBooks and External Sources

Exporting lists to Excel or Google Sheets

Utilizing the import file templates

Importing lists and transactions

Part 2 QuickBooks Online Essentials Features

Chapter 8 Managing Users, Multicurrency, and Custom Fields

Managing User Rights

Exploring the types of users

Reviewing QuickBooks feature areas

Reviewing standard user roles

Managing users.

Adding users

Editing users

Deleting users

Reassigning the primary admin role

Working with Multiple Currencies

Do you need Multicurrency?

Enabling Multicurrency

Setting up currencies

Revaluing currencies

Removing currencies

Noticing how the Multicurrency feature changes QuickBooks

Using multiple currencies

Activating Custom Fields

Chapter 9 Working with Recurring Transactions, Bundles, and Time Tracking

Establishing Recurring Transactions

Generating impromptu recurring transactions

Updating the Recurring Transaction screen

Editing recurring transactions

Bundling Products and Services

Enabling Time Tracking

Creating employees and contractors

Establishing time tracking users

QuickBooks Payroll Premium or Elite subscription

QuickBooks Time Premium or Elite subscription

Creating Billable Time Entries

Enabling billable time entries

Entering time activities

Adding billable time and expenses to an invoice

From the Customers screen

From the Invoices screen

Part 3 QuickBooks Online Plus Features

Chapter 10 Monitoring Inventory and Managing Purchase Orders

Working with Physical Inventory Items

Enabling the inventory feature

Adding inventory items

Editing inventory items

Perfecting Price Rules

Recording Inventory Transactions

Reordering inventory items

Adjusting inventory quantities or values

Adjusting inventory quantities

Entering inventory quantity adjustments

Adjusting an inventory item's starting value

Procuring with Purchase Orders

Configuring purchase order settings

Creating purchase orders

Converting estimates to purchase orders

Duplicating existing purchase orders

Receiving items against purchase orders

Closing purchase orders

Tracking open purchase orders.

Chapter 11 Employing Classes, Locations/Departments, and Projects

Tracking Transactions with Classes

Enabling class tracking

Creating classes

Editing classes

Deleting classes

Looking at Track Locations/Departments

Enabling the Track Locations/Departments feature

Creating locations/departments

Editing locations/departments

Deleting locations/departments

Running location/department-based reports

Grouping bank deposits by location/department

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

Chapter 12 Formulating Budgets and Planning Cash Flow

Creating a Budget

Populating a Budget

Importing a Budget

Maintaining and Reporting on Budgets

Estimating Future Cash Flow

Part 4 QuickBooks Online Advanced Features

Chapter 13 Administering the Desktop App, Backups, and Customizable Security

Installing the Desktop App

Utilizing QuickBooks Online Backup

Manually backing up your QuickBooks company

Restoring your QuickBooks company

Creating personal cloud archives

Customizing User Security Privileges

Editing prebuilt roles

Establishing new roles

Chapter 14 Generating Custom Reports and Charts

Introducing the Custom Report Builder

Utilizing Table View

Exploring Chart View

Pivoting a Report

Chapter 15 Tailoring Tasks, Workflows, and Other Advanced Features

Exploring the Tasks Feature

Accessing the Tasks list

Creating tasks manually

Utilizing the Workflow Automation Feature

Reviewing available actions

Editing a workflow template

Creating a custom workflow

Managing workflows

Auditing workflows

Crafting Enhanced Custom Fields

Creating pre-defined custom fields.

Defining custom fields manually.

Notes:

Description based on publisher supplied metadata and other sources.

Description based on print version record.

ISBN:

1-394-28203-6

1-394-28204-4

OCLC:

1477808353