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Learn the world's most popular cloud accounting platform
QuickBooks Online For Dummies, 2024 Edition, helps you benefit from fast and easy mobile accounting. This beginner-friendly guide covers the key features of QuickBooks Online, including selecting the subscription version that's right for you and your business -- Simple Start, Plus, or Advanced. From there, you'll find everything you need to get started creating invoices and credit memos, recording and paying bills, setting up inventory items, processing payroll and preparing payroll tax returns, balancing accounts, and beyond. You'll discover how to access your accounts from any device, anywhere--and how to keep your data safe and backed up. For a world on the go, QuickBooks Online makes it easy to keep solid books and be prepared at tax time. With the clear how-tos in this book, you'll be up and running in no time.
* Get started with QuickBooks Online and set up your accounts
* Manage customers, inventory, purchases, payroll, and billing--from anywhere
* Generate financial reports and simplify your taxes
* Discover new features and tips in the latest version of the cloud software
For small business owners, managers, and employees responsible for business accounting, QuickBooks Online For Dummies helps you make the most of the go-to platform for fluid accounting access.
Sommario
Introduction 1
Part 1: Core Functionality 7
Chapter 1: Getting Started with QuickBooks 9
Chapter 2: Recording Sales and Accounts Receivable 31
Chapter 3: Posting Expenses, Checks, and Credit Card Charges 67
Chapter 4: Paying Employees and Contractors 85
Chapter 5: Carrying Out Banking and Account Reconciliations 103
Chapter 6: Utilizing QuickBooks Reports 125
Chapter 7: Employing Apps and Automation 145
Part 2: QuickBooks Online Essentials Features 163
Chapter 8: Managing Bills, Accounts Payable, and Multicurrency 165
Chapter 9: Creating Bundles, Managing Users, and Tracking Time 185
Part 3: QuickBooks Online Plus Features 201
Chapter 10: Tracking Inventory and Purchase Orders 203
Chapter 11: Utilizing Classes, Locations, and Projects 221
Chapter 12: Creating Budgets 233
Part 4: QuickBooks Online Advanced Features 243
Chapter 13: Desktop App, Backups, and Customizable Security 245
Chapter 14: Custom Reports and Charts 259
Chapter 15: Tasks, Workflows, and Other Advanced Features 269
Chapter 16: Spreadsheet Sync 291
Part 5: QuickBooks Online Accountant Features 313
Chapter 17: Client and Team Management 315
Chapter 18: Accountant Tools and Pages 329
Chapter 19: Practice Management 349
Part 6: Microsoft Excel Analysis 363
Chapter 20: Analyzing QuickBooks Data in Excel 365
Chapter 21: Automating QuickBooks Analysis with Power Query 385
Info autore
David H. Ringstrom, CPA, is president of Accounting Advisors, Inc. David is the author or co-author of six books and has consulted on accounting software and spreadsheets for more than 30 years. He began writing freelance articles about spreadsheets in 1995 and has served as the technical editor for more than three dozen books in the
For Dummies series.
