Quickbooks Online for Dummies, 7e

Get a handle on the world's most popular cloud bookkeeping and accounting appQuickBooks Online comes second-to-none in providing simple and powerful bookkeeping and accounting features that can streamline your business, make you more profitable, and organize your company's finances. But if you're not quite sure how to make it all work, or if you just want to get a grip on its newest features, QuickBooks Online For Dummies is the companion you need to make the most of your favorite cloud accounting software.This book walks you through each and every step of creating an invoice or credit memo, recording a sale, paying bills, setting up and managing your inventory, and tracking your business checkbook and credit cards. It also includes:* New updates on exporting data to Microsoft Excel or Google Sheets so that you can analyze your business data new ways.* Stepwise walkthroughs of how to install and set up a new instance of QuickBooks Online for your business or personal accounts.* Exclusive tips for bookkeepers and accountants working with clients in QuickBooks Online, including new techniques for automating monthly reports that you create in Excel from data that you export from QuickBooks.Whether you're a small business owner, an accountant, a bookkeeper, or just someone trying to help their boss keep up with their accounting records, QuickBooks Online For Dummies is the resource you need to make the most popular cloud bookkeeping and accounting software in the world work for you!

List of contents

Introduction 1Part 1: Getting Started with QBO and QBOA 7Chapter 1: Presenting QuickBooks Online 9Chapter 2: Embracing QuickBooks Online 17Part 2: Managing Your Books 29Chapter 3: Creating a QuickBooks Online Company 31Chapter 4: Managing List Information 63Chapter 5: Dealing with the Outflow of Money 103Chapter 6: Managing the Inflow of Money 133Chapter 7: Working in Registers 179Chapter 8: Handling Bank and Credit Card Transactions 193Chapter 9: Paying Employees and Contractors 233Part 3: Reporting and Analysis 259Chapter 10: Evaluating How the Business Is Doing 261Chapter 11: Analyzing QuickBooks Data in Excel 277Part 4: Working in QuickBooks Online Accountant 291Chapter 12: Setting Up Shop in QuickBooks Online Accountant 293Chapter 13: Adding Companies to the QB Accountant Client List 315Chapter 14: Exploring a Client's Company from QB Accountant 337Chapter 15: Working in a Client's Company 351Chapter 16: Using Accountant Tools 363Chapter 17: Automating QuickBooks Analysis with Power Query 389Part 5: The Part of Tens 407Chapter 18: Ten Ways to Use Chrome Effectively 409Appendix: QuickBooks Online, QuickBooks Desktop, and Data Conversion 427Index 443

About the author

David H. Ringstrom, CPA, is president of Accounting Advisors, Inc., a spreadsheet and database consulting firm. He is a sought-after speaker on the subject of Microsoft Excel, QuickBooks, and QuickBooks Online. He is also the co-author of the previous edition of QuickBooks Online For Dummies and two previous accounting reference books.

Summary

Get a handle on the world's most popular cloud bookkeeping and accounting app

QuickBooks Online comes second-to-none in providing simple and powerful bookkeeping and accounting features that can streamline your business, make you more profitable, and organize your company's finances. But if you're not quite sure how to make it all work, or if you just want to get a grip on its newest features, QuickBooks Online For Dummies is the companion you need to make the most of your favorite cloud accounting software.

This book walks you through each and every step of creating an invoice or credit memo, recording a sale, paying bills, setting up and managing your inventory, and tracking your business checkbook and credit cards. It also includes:
* New updates on exporting data to Microsoft Excel or Google Sheets so that you can analyze your business data new ways.
* Stepwise walkthroughs of how to install and set up a new instance of QuickBooks Online for your business or personal accounts.
* Exclusive tips for bookkeepers and accountants working with clients in QuickBooks Online, including new techniques for automating monthly reports that you create in Excel from data that you export from QuickBooks.

Whether you're a small business owner, an accountant, a bookkeeper, or just someone trying to help their boss keep up with their accounting records, QuickBooks Online For Dummies is the resource you need to make the most popular cloud bookkeeping and accounting software in the world work for you!

Product details

• Authors: Ringstrom, D Ringstrom, David H Ringstrom, David H. Ringstrom
• Publisher: Wiley, John and Sons Ltd
• Languages: English
• Product format: Paperback / Softback
• Released: 31.03.2022
• EAN: 9781119817277
• ISBN: 978-1-119-81727-7
• No. of pages: 480
• Subjects: Natural sciences, medicine, IT, technology > IT, data processing > Application software; End-User Computing, Computer-Ratgeber, Sonstige Software (außer Microsoft), Other Software (Non-Microsoft), QuickBooks Online