Quickbooks Online for Dummies

Your one-stop guide to taking your books into the cloudQuickBooks 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!* Subscribe to QuickBooks online and enjoy the enhanced security and features of cloud-based accounting* Learn all the ins and outs of the popular accounting software and transfer your data from QuickBooks Desktop or from spreadsheets like Microsoft Excel or Google Docs* Keep solid records, prepare accurate reports, and budget to identify cost savings* Access your accounting information from anywhere, on any device* Analyze your accounting reports in Microsoft Excel with PivotTables and Power Query* Manage your accounting or bookkeeping practice with ease with the free QuickBooks Online Accountant versionThis 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.

List of contents

Introduction 1Part 1: Getting Started with QuickBooks Online 5Chapter 1: Welcome to QuickBooks Online 7Chapter 2: Creating a QuickBooks Online Company 19Chapter 3: Importing from QuickBooks Desktop and Sage 50 51Part 2: Managing Your Books 59Chapter 4: Customer, Vendor, and Employee Lists 61Chapter 5: Managing Sales Tax, Services, and Inventory 87Chapter 6: Invoicing Customers and Receiving Payments 121Chapter 7: Paying Bills and Writing Checks 157Chapter 8: Paying Employees and Contractors 181Chapter 9: Working in Registers 209Chapter 10: Administering Bank and Credit Card Accounts 225Chapter 11: Synchronizing with Financial Institutions 239Chapter 12: Working with Purchase Orders, Estimates, Projects, and Tags 275Part 3: Budgeting, Reporting, and Analysis 311Chapter 13: Creating Budgets in QuickBooks 313Chapter 14: Utilizing QuickBooks Reports 321Chapter 15: Analyzing QuickBooks Data in Excel 343Part 4: Features for Accountants 359Chapter 16: Introducing QB Accountant 361Chapter 17: Managing Your Clients' Books 387Chapter 18: Practice Management 421Chapter 19: Automating QuickBooks Analysis with Power Query 435Part 5: The Part of Tens 453Chapter 20: Ten Cool Chrome Shortcuts Plus Ten Bonus Excel Shortcuts 455Index 463

About the author

David H. Ringstrom, CPA, is President of Accounting Advisors, Inc., a spreadsheet and database consulting firm. He is a Certified Public Accountant, a technical editor for the For Dummies book series, and the author or co-author of five books, including previous editions of QuickBooks Online For Dummies.

Summary

Your one-stop guide to taking your books into the cloud

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!
* Subscribe to QuickBooks online and enjoy the enhanced security and features of cloud-based accounting
* Learn all the ins and outs of the popular accounting software and transfer your data from QuickBooks Desktop or from spreadsheets like Microsoft Excel or Google Docs
* Keep solid records, prepare accurate reports, and budget to identify cost savings
* Access your accounting information from anywhere, on any device
* Analyze your accounting reports in Microsoft Excel with PivotTables and Power Query
* Manage your accounting or bookkeeping practice with ease with the free QuickBooks Online Accountant version

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.

Product details

• Authors: Ringstrom, David H Ringstrom, David H. Ringstrom, Dh Ringstrom
• Publisher: Wiley, John and Sons Ltd
• Languages: English
• Product format: Paperback / Softback
• Released: 30.11.2022
• EAN: 9781119910008
• ISBN: 978-1-119-91000-8
• No. of pages: 496
• Subjects: Natural sciences, medicine, IT, technology > IT, data processing > Application software; Social sciences, law, business > Business > Business administration; End-User Computing, Computer-Ratgeber, Sonstige Software (außer Microsoft), Other Software (Non-Microsoft), QuickBooks Online, QuickBooks 2023