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QuickBooks Online For Dummies, 2nd Edition

Book Description

Keep your business finances under control with QuickBooks Online!

Want to manage your financial records in the Cloud—without losing your cool? It's quicker and easier than you think! This new edition of QuickBooks Online For Dummies offers everything you need to use the world's most popular software for fast and easy mobile accounting—no outside help required! Inside, you'll find hands-on, practical guidance for using QuickBooks Online to build the perfect budget, process payroll, simplify your tax return preparation, create invoices and credit memos, manage inventory, and so much more.

QuickBooks liberated small business owners, accountants, and bookkeepers from being chained to their desks with ledgers and journals. And now, QuickBooks Online liberates them once more, bringing all the software's convenient tools to any Internet browser, giving anyone with business finance responsibility the freedom to access the books on any device, at any time. QuickBooks Online For Dummies takes the intimidation out of this new technology and shows you how to make it work—painlessly and productively—for you and your small business. It doesn't get easier than that!

  • Securely organize your finances in one place
  • Use QuickBooks Online to take the stress out of tax season
  • Create invoices, record sales receipts, and pay your bills
  • Track inventory, figure job costs, and create reports to monitor your business

If you're a small business owner, manager, or employee looking for a fast, affordable, convenient way to manage your company's finances, QuickBooks Online For Dummies has everything you need to get up and running fast.

Table of Contents

    1. Cover
    2. Introduction
      1. About This Book
      2. Foolish Assumptions
      3. Icons Used in This Book
      4. Beyond the Book
      5. Where to Go from Here
    3. Part I: Getting Started with QuickBooks Online
      1. Chapter 1: Introducing QBO and QBOA
        1. QBO for the Client and QBOA for the Accountant
        2. Understanding the Cloud
        3. Should You Move to the Cloud?
        4. System Requirements
      2. Chapter 2: Embracing the QBO/QBOA Format
        1. It’s All about Subscriptions
        2. What Does It Cost?
        3. Addressing Payroll Needs
        4. Where Add-On Apps Fit In
    4. Part II: Managing the Books for the End User
      1. Chapter 3: Creating a Client Company in QBO
        1. Signing Up for QBO
        2. Setting Up a New Company
        3. Understanding the Home Page
        4. Establishing Company Settings
        5. Signing In to and Out of QBO
      2. Chapter 4: Managing List Information
        1. Adding New People to a List
        2. Importing People into a List
        3. Searching Lists for People
        4. Changing Settings for People Lists
        5. Displaying Information for Other Lists
      3. Chapter 5: Dealing with the Outflow of Money
        1. Writing a Check
        2. Creating an Expense
        3. Entering a Purchase Order
        4. Entering and Paying Bills
      4. Chapter 6: Managing the Inflow of Money
        1. Customizing Forms to Handle Subtotals
        2. Preparing an Invoice
        3. Recording a Customer Payment
        4. Preparing an Estimate
        5. Entering a Sales Receipt
        6. Giving Money Back to a Customer
        7. Creating Billable Time Entries
      5. Chapter 7: Working in Registers
        1. Understanding Registers
        2. Entering and Editing Transactions
        3. Other Things You Can Do in a Register
      6. Chapter 8: Handling Bank and Credit Card Transactions
        1. Controlling the Appearance of Bank Accounts
        2. Connecting QBO Accounts to Financial Institutions
        3. Making a Bank Deposit
        4. Reconciling a Bank Account
      7. Chapter 9: Paying Employees
        1. Getting Started with QBO Payroll
        2. Preparing Payroll
        3. Managing Payroll Taxes
      8. Chapter 10: How’s the Business Doing?
        1. Quickly Review Income and Expenses
        2. Finding the Report You Want
        3. Printing a Report
    5. Part III: Managing the Books for the Accountant
      1. Chapter 11: Setting Up Shop in QBOA
        1. Signing Up for and into QBOA
        2. Examining the QBOA Interface
        3. Setting Up Your Team
        4. Controlling the Appearance of the Client List
        5. Understanding and Using the Free QBOA Company
        6. Working with the Sample Company
        7. Closing Companies and QBOA
      2. Chapter 12: Adding Companies to the QBOA Client List
        1. Adding a Client’s Company to the Client List
        2. Importing Desktop QuickBooks Information
        3. Switching between Client QBO Companies
      3. Chapter 13: Exploring a Client’s Company from QBOA
        1. Opening a Client’s Company
        2. Reviewing a Client QBO Company
      4. Chapter 14: Working in a Client’s Company
        1. Making Navigation Easy
        2. Examining Available Transaction Types
        3. Searching for Transactions
        4. Communicating with a Client
      5. Chapter 15: Using Accountant Tools
        1. Reporting and Paying Sales Taxes
        2. Facilitating Accountant Activities
    6. Part IV: The Part of Tens
      1. Chapter 16: Ten Things about the Chrome Browser Interface
        1. Understanding Users
        2. Windows and Tabs
        3. Using the Omnibox to Visit a Web Page
        4. Using the Omnibox to Search the Web
        5. What’s the Star?
        6. Examining the Chrome Menu
        7. About Signing In to (and Out of) Chrome
        8. Using the Chrome Web Store
        9. Selecting a Theme
      2. Chapter 17: Ten Ways to Use Chrome Effectively
        1. Setting a Home Page
        2. Chrome and Security
        3. Chrome and Privacy
        4. Using Bookmarks in Chrome
        5. Duplicating and Pinning Tabs
        6. Using Chrome on Multiple Monitors
        7. Setting Up Chrome Users
        8. Zooming In and Out
        9. Downloading Files
        10. Chrome on Mobile Devices
    7. About the Author
    8. Cheat Sheet
    9. Advertisement Page
    10. Connect with Dummies
    11. End User License Agreement