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Learn QuickBooks® Online-The smart way Small business owners turn to QuickBooks accounting software because it's comprehensive and easy to use.
QuickBooks® Online For Dummies shows you how to get started with the cloud-based version, so you can access your info from any device. Even if you're new to accounting, this easy-to-understand guide will help you record receipts, process payroll, track inventory, run reports, and manage your business's money. This updated edition covers the latest changes to the platform, including new reporting capabilties for all users and the low-cost QuickBooks Ledger tier for accountants.
Inside... - Contrasting subscription tiers
- Setting up your company
- Generating invoices and checks
- Synchronizing with banks
- Managing books for clients
- Creating reports and budgets
- Utilizing apps and automation
- Crafting common journal entries
List of contents
Introduction 1
Part 1: Core Functionality 7 Chapter 1: Beginning Your Journey with QuickBooks 9
Chapter 2: Tracking Sales and Accounts Receivable. 35
Chapter 3: Logging Expenses, Checks, and Credit Card Charges 71
Chapter 4: Paying Employees and Contractors 93
Chapter 5: Mastering Banking Tasks and Account Reconciliations 111
Chapter 6: Leveraging QuickBooks Reports. 133
Chapter 7: Implementing Apps and Automation 147
Part 2: QuickBooks Online Essentials Features 163 Chapter 8: Managing Users, Multicurrency, and Custom Fields 165
Chapter 9: Working with Recurring Transactions, Bundles, and Time Tracking. 181
Part 3: QuickBooks Online Plus Features 195 Chapter 10: Monitoring Inventory and Managing Purchase Orders 197
Chapter 11: Employing Classes, Locations/Departments, and Projects 215
Chapter 12: Formulating Budgets and Planning Cash Flow 229
Part 4: QuickBooks Online Advanced Features 239 Chapter 13: Administering the Desktop App, Backups, and Customizable Security 241
Chapter 14: Generating Custom Reports and Charts 253
Chapter 15: Tailoring Tasks, Workflows, and Other Advanced Features 263
Chapter 16: Synchronizing QuickBooks and Excel 289
Part 5: QuickBooks Online Accountant Features 307 Chapter 17: Coordinating Client and Team Management 309
Chapter 18: Utilizing Accountant Tools and Screens 323
Chapter 19: Orchestrating Practice Management 347
Part 6: Microsoft Excel Analysis 361 Chapter 20: Analyzing QuickBooks Data in Excel 363
Chapter 21: Automating QuickBooks Analysis with Power Query 381
Part 7: The Part of Tens 401 Chapter 22: Ten Common Journal Entries 403
Chapter 23: Ten Cool Chrome Shortcuts 415
Index 421
About the author
David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has authored or co-authored eight books, including four prior editions of
QuickBooks Online For Dummies as well as
Microsoft 365 Excel For Dummies. He has written extensively on these topics since 1995 and has presented more than 2,500 live webinars.
