QuickBooks Online For Dummies, 7e
QuickBooks Online For Dummies, 7e
John Wiley & Sons Inc
05/2022
480
Mole
Inglês
9781119817277
622
Descrição não disponível.
Introduction 1 About This Book 1 Foolish Assumptions 3 Icons Used in This Book 4 Beyond the Book 4 Where to Go from Here 5 Part 1: Getting Started with QBO and QBOA 7 Chapter 1: Presenting QuickBooks Online 9 Comparing QuickBooks and QB Accountant 9 Comparing interfaces 10 Taking a look at QuickBooks Online Mobile 13 Understanding the Cloud 13 Chapter 2: Embracing QuickBooks Online 17 I'll Subscribe to That 17 QuickBooks Online Self-Employed 18 QuickBooks Simple Start 19 QuickBooks Online Essentials 19 QuickBooks Online Plus 20 QuickBooks Online Advanced 21 Usage limits for QuickBooks Simple Start, Essentials, and Plus 22 The Dollars and Cents of QuickBooks Subscriptions 23 Payroll Options 24 Migration from QuickBooks Desktop 25 An App for That 26 Part 2: Managing Your Books 29 Chapter 3: Creating a QuickBooks Online Company 31 Signing Up for QuickBooks Online 32 Setting Up a New Company 34 Understanding the Dashboard 36 Updating the Chart of Accounts 40 Establishing Company Settings 44 Examining company preferences 44 Examining billing and subscription settings and use limits 45 Setting sales preferences 46 Taking a look at expense preferences 46 Examining options to receive customer payments 47 Reviewing advanced preferences 48 Customizing Sales Forms 50 Taking Advantage of QuickBooks Labs 54 Working with Multiple Currencies 55 Seeing how the Multicurrency feature changes QBO 56 Changing your home currency 57 Setting up currencies 58 Using multiple currencies 58 Chapter 4: Managing List Information 63 Importing Customers and Vendors 63 Adding New Records to a List 69 Creating a new customer 69 Using customer types 71 Adding subcustomers 72 Working with Records 72 Searching lists 73 Attaching files to a record 74 Adding attachments to specific transactions 74 Switching from record to record 75 Sorting a list on the Customers or Vendors page 76 Exporting a list to Excel or Google Sheets 77 Working with a batch of records 78 Changing Settings for Lists 78 Setting Up Sales Taxes 80 Working with Products and Services Items 82 Establishing categories 83 Adding service and noninventory items 85 Creating an inventory item 88 Working with bundles 90 Changing item types 92 Using pricing rules 94 Adjusting inventory item information 96 Accessing Other Lists 101 Chapter 5: Dealing with the Outflow of Money 103 Getting Up and Running 103 Writing a Check 105 Assigning a check to accounts or items 105 Writing a check for an outstanding bill 109 Creating an Expense 111 Entering a Purchase Order 112 Turning on the purchase-order feature 113 Creating a purchase order 114 Receiving items against purchase orders 116 Entering and Paying Bills 120 Entering a bill 120 Managing recurring transactions 122 Recording a vendor credit 125 Handling a refund check from a vendor 127 Paying bills 130 Chapter 6: Managing the Inflow of Money 133 Getting Started with Sales Transactions 133 Preparing an invoice 134 Printing invoices and packing slips 139 Configuring automatic subtotals 141 Keeping tabs on invoice status 144 Recording a customer payment 145 Using the Payments to Deposit account 147 Recording bank deposits 148 Recording electronic transaction fees 149 Entering a sales receipt 151 Giving Money Back to a Customer 153 Recording a credit memo 153 Issuing a refund to a customer 155 Working with Estimates 157 Preparing an estimate 158 Managing estimate statuses 161 Copying an estimate to a purchase order 161 Converting an estimate to an invoice 162 Copying an existing estimate 165 Creating a progress invoice for an estimate 165 Creating Billable Time Entries 167 Entering a single time activity 168 Adding a billable expense to an invoice 170 Managing Projects 171 Turning on the Projects feature 172 Enabling projects in Customer lists 173 Converting subcustomers to projects 173 Setting up a project 175 Adding transactions to a project 176 Reporting on projects 177 Chapter 7: Working in Registers 179 Understanding Registers 179 Customizing the Register View 181 Entering and Editing Transactions 184 Entering a transaction 184 Editing a transaction 187 Other Things You Can Do in a Register 188 Sorting transactions 189 Filtering transactions 190 Printing a register 191 Exporting a register 192 Chapter 8: Handling Bank and Credit Card Transactions 193 Setting Up a Bank or Credit Card Account 193 Making a Bank Deposit 195 Reconciling a Bank Account 198 Connecting QuickBooks Accounts to Financial Institutions 202 Connecting or not connecting 202 Directly connecting a Bank or Credit Card account 204 Troubleshooting connections to financial institutions 207 Managing Downloaded Activity 213 Excluding transactions 216 Including transactions 217 Confirming correct guesses 217 Changing incorrect guesses 217 Examining transactions QuickBooks thinks it can match 218 Establishing rules to accept transactions 219 Fixing mistakes 224 Converting Paper Receipts to Electronic Transactions 225 Controlling the Appearance of Bank Accounts 228 Tagging Transactions 229 Chapter 9: Paying Employees and Contractors 233 Understanding the Employee Payroll Process 234 Getting Started with QuickBooks Payroll 234 Turning on QuickBooks Payroll 234 Setting payroll preferences 240 Setting up payroll taxes 242 Preparing Payroll 244 Recording payroll information 245 Letting employees use time sheets 245 Reviewing and generating payroll checks 247 Establishing or correcting payroll exemptions 249 Printing payroll reports 252 Managing Payroll Taxes 252 Paying payroll taxes 252 Viewing payroll tax forms 253 Paying Contractors 254 Setting up 1099-eligible contractors 255 Paying contractors 256 Reporting on 1099 vendor payments 256 Preparing 1099s 258 Part 3: Reporting and Analysis 259 Chapter 10: Evaluating How the Business Is Doing 261 Reviewing Income and Expenses 261 Finding the Report You Want 263 Examining standard reports 263 Finding customized reports 264 Reviewing management reports 264 Contemplating Multi-Co Reporting 266 Searching for a report 266 Printing a Report 267 Customizing a report 268 Saving a customized report 271 Exporting to Excel 274 Exporting to PDF 276 Exporting to Google Sheets 276 Chapter 11: Analyzing QuickBooks Data in Excel 277 Automatically Opening Excel Reports Exported from QuickBooks 278 Sifting through Excel Reports 280 Filtering data 281 Guarding against a tricky trap 283 Slicing your data 284 Sorting data 286 Custom Reporting with Pivot Tables 287 Understanding pivot table requirements 287 Adding fields 288 Removing fields 289 Part 4: Working in QuickBooks Online Accountant 291 Chapter 12: Setting Up Shop in QuickBooks Online Accountant 293 Registering for and Signing in to QuickBooks Online Accountant 294 Examining the QB Accountant Interface 296 Working with Your Practice view 296 Working with Your Books 300 Setting Up Your Team 300 Controlling the Appearance of the Client List 304 Understanding and Using the Free QB Accountant Company 306 Working with the Sample Company 307 Closing Companies in QB Accountant 308 Working with ProAdvisor Preferred Pricing 309 Signing up for ProAdvisor Preferred Pricing 309 Adding existing clients to your ProAdvisor Preferred Pricing subscription 310 Removing clients from your ProAdvisor Preferred Pricing subscription 312 Stopping consolidated billing 314 Chapter 13: Adding Companies to the QB Accountant Client List 315 Adding a Client's Company to the Client List 316 When a client invites you to be the accountant user 316 When you invite a client to your practice 319 Transferring primary rights to your client 321 Importing QuickBooks Desktop Data into QuickBooks Online 325 Preparing for conversion 326 Understanding what won't import 328 Updating your edition of QuickBooks Desktop 329 Transferring data from desktop to online 331 Double-checking things after conversion 334 Switching between Client QuickBooks Companies 336 Chapter 14: Exploring a Client's Company from QB Accountant 337 Opening a Client's Company 337 Reviewing a Client's QuickBooks Company 338 Taking a look at the Client Overview page 338 Examining company setup information 341 Taking a look at the chart of accounts 344 Reviewing list information 347 Exporting and importing bank feed rules 348 Chapter 15: Working in a Client's Company 351 Making Navigation Easy 351 Using keyboard shortcuts 351 Opening multiple windows 352 Working in two companies simultaneously 354 Examining Available Transaction Types 355 Searching for Transactions 356 Making Client Notes 357 Communicating with a Client 359 Chapter 16: Using Accountant Tools 363 Reporting and Paying Sales Taxes 363 Managing Your Practice 365 Understanding Grid view 366 Creating projects and tasks 367 Updating task status 370 Editing and deleting project information 371 Working in List view 372 Working in Calendar view 373 Communicating with team members about work 374 Facilitating Accountant Activities 375 Reviewing reports 375 Examining voided and deleted transactions 377 Closing the books 378 Month-End Review 378 Account Reconciliation 379 Final Review 380 Reclassifying transactions 380 Writing off invoices 382 Understanding the Prep for Taxes page 383 Taking a brief look at other accountant tools 387 Chapter 17: Automating QuickBooks Analysis with Power Query 389 Introducing Power Query 389 Connecting to QuickBooks Reports 390 Removing header rows 392 Promoting headers 393 Removing unwanted columns 394 Filtering unnecessary rows 396 Returning the data to Excel 396 Creating Self-Updating Reports 398 Setting Power Query to refresh automatically 399 Adding a total row 402 Transforming QuickBooks Data 403 Unpivoting columns 404 Refreshing reports 405 Part 5: The Part of Tens 407 Chapter 18: Ten Ways to Use Chrome Effectively 409 Setting a Home Page 409 Duplicating and Pinning Tabs 411 Using Chrome on Multiple Monitors 411 Zooming In and Out 412 Using Bookmarks in Chrome 412 Creating a bookmark 413 Displaying the Bookmarks bar 414 Importing bookmarks 415 Managing bookmarks 415 Downloading Files 416 Using Keyboard Shortcuts 418 Working with Chrome Profiles 419 Adding a Chrome profile 419 Opening a different profile 420 Editing and removing profiles 421 Managing Privacy in Chrome 421 Handling cookies 421 Enabling JavaScript 422 Working in Incognito mode 422 Deleting browsing history 422 Reviewing miscellaneous privacy settings 424 Using Google tools to manage privacy 425 Managing Security in Chrome 426 Appendix: Quickbooks Online, Quickbooks Desktop, and Data Conversion 427 Index 443
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Quickbooks online guide; quickbooks online text; quickbooks online basics; quickbooks online fundamentals; quickbooks online for bookkeepers; quickbooks online for accountants; quickbooks online for small business owners; qbo; qbo basics
Introduction 1 About This Book 1 Foolish Assumptions 3 Icons Used in This Book 4 Beyond the Book 4 Where to Go from Here 5 Part 1: Getting Started with QBO and QBOA 7 Chapter 1: Presenting QuickBooks Online 9 Comparing QuickBooks and QB Accountant 9 Comparing interfaces 10 Taking a look at QuickBooks Online Mobile 13 Understanding the Cloud 13 Chapter 2: Embracing QuickBooks Online 17 I'll Subscribe to That 17 QuickBooks Online Self-Employed 18 QuickBooks Simple Start 19 QuickBooks Online Essentials 19 QuickBooks Online Plus 20 QuickBooks Online Advanced 21 Usage limits for QuickBooks Simple Start, Essentials, and Plus 22 The Dollars and Cents of QuickBooks Subscriptions 23 Payroll Options 24 Migration from QuickBooks Desktop 25 An App for That 26 Part 2: Managing Your Books 29 Chapter 3: Creating a QuickBooks Online Company 31 Signing Up for QuickBooks Online 32 Setting Up a New Company 34 Understanding the Dashboard 36 Updating the Chart of Accounts 40 Establishing Company Settings 44 Examining company preferences 44 Examining billing and subscription settings and use limits 45 Setting sales preferences 46 Taking a look at expense preferences 46 Examining options to receive customer payments 47 Reviewing advanced preferences 48 Customizing Sales Forms 50 Taking Advantage of QuickBooks Labs 54 Working with Multiple Currencies 55 Seeing how the Multicurrency feature changes QBO 56 Changing your home currency 57 Setting up currencies 58 Using multiple currencies 58 Chapter 4: Managing List Information 63 Importing Customers and Vendors 63 Adding New Records to a List 69 Creating a new customer 69 Using customer types 71 Adding subcustomers 72 Working with Records 72 Searching lists 73 Attaching files to a record 74 Adding attachments to specific transactions 74 Switching from record to record 75 Sorting a list on the Customers or Vendors page 76 Exporting a list to Excel or Google Sheets 77 Working with a batch of records 78 Changing Settings for Lists 78 Setting Up Sales Taxes 80 Working with Products and Services Items 82 Establishing categories 83 Adding service and noninventory items 85 Creating an inventory item 88 Working with bundles 90 Changing item types 92 Using pricing rules 94 Adjusting inventory item information 96 Accessing Other Lists 101 Chapter 5: Dealing with the Outflow of Money 103 Getting Up and Running 103 Writing a Check 105 Assigning a check to accounts or items 105 Writing a check for an outstanding bill 109 Creating an Expense 111 Entering a Purchase Order 112 Turning on the purchase-order feature 113 Creating a purchase order 114 Receiving items against purchase orders 116 Entering and Paying Bills 120 Entering a bill 120 Managing recurring transactions 122 Recording a vendor credit 125 Handling a refund check from a vendor 127 Paying bills 130 Chapter 6: Managing the Inflow of Money 133 Getting Started with Sales Transactions 133 Preparing an invoice 134 Printing invoices and packing slips 139 Configuring automatic subtotals 141 Keeping tabs on invoice status 144 Recording a customer payment 145 Using the Payments to Deposit account 147 Recording bank deposits 148 Recording electronic transaction fees 149 Entering a sales receipt 151 Giving Money Back to a Customer 153 Recording a credit memo 153 Issuing a refund to a customer 155 Working with Estimates 157 Preparing an estimate 158 Managing estimate statuses 161 Copying an estimate to a purchase order 161 Converting an estimate to an invoice 162 Copying an existing estimate 165 Creating a progress invoice for an estimate 165 Creating Billable Time Entries 167 Entering a single time activity 168 Adding a billable expense to an invoice 170 Managing Projects 171 Turning on the Projects feature 172 Enabling projects in Customer lists 173 Converting subcustomers to projects 173 Setting up a project 175 Adding transactions to a project 176 Reporting on projects 177 Chapter 7: Working in Registers 179 Understanding Registers 179 Customizing the Register View 181 Entering and Editing Transactions 184 Entering a transaction 184 Editing a transaction 187 Other Things You Can Do in a Register 188 Sorting transactions 189 Filtering transactions 190 Printing a register 191 Exporting a register 192 Chapter 8: Handling Bank and Credit Card Transactions 193 Setting Up a Bank or Credit Card Account 193 Making a Bank Deposit 195 Reconciling a Bank Account 198 Connecting QuickBooks Accounts to Financial Institutions 202 Connecting or not connecting 202 Directly connecting a Bank or Credit Card account 204 Troubleshooting connections to financial institutions 207 Managing Downloaded Activity 213 Excluding transactions 216 Including transactions 217 Confirming correct guesses 217 Changing incorrect guesses 217 Examining transactions QuickBooks thinks it can match 218 Establishing rules to accept transactions 219 Fixing mistakes 224 Converting Paper Receipts to Electronic Transactions 225 Controlling the Appearance of Bank Accounts 228 Tagging Transactions 229 Chapter 9: Paying Employees and Contractors 233 Understanding the Employee Payroll Process 234 Getting Started with QuickBooks Payroll 234 Turning on QuickBooks Payroll 234 Setting payroll preferences 240 Setting up payroll taxes 242 Preparing Payroll 244 Recording payroll information 245 Letting employees use time sheets 245 Reviewing and generating payroll checks 247 Establishing or correcting payroll exemptions 249 Printing payroll reports 252 Managing Payroll Taxes 252 Paying payroll taxes 252 Viewing payroll tax forms 253 Paying Contractors 254 Setting up 1099-eligible contractors 255 Paying contractors 256 Reporting on 1099 vendor payments 256 Preparing 1099s 258 Part 3: Reporting and Analysis 259 Chapter 10: Evaluating How the Business Is Doing 261 Reviewing Income and Expenses 261 Finding the Report You Want 263 Examining standard reports 263 Finding customized reports 264 Reviewing management reports 264 Contemplating Multi-Co Reporting 266 Searching for a report 266 Printing a Report 267 Customizing a report 268 Saving a customized report 271 Exporting to Excel 274 Exporting to PDF 276 Exporting to Google Sheets 276 Chapter 11: Analyzing QuickBooks Data in Excel 277 Automatically Opening Excel Reports Exported from QuickBooks 278 Sifting through Excel Reports 280 Filtering data 281 Guarding against a tricky trap 283 Slicing your data 284 Sorting data 286 Custom Reporting with Pivot Tables 287 Understanding pivot table requirements 287 Adding fields 288 Removing fields 289 Part 4: Working in QuickBooks Online Accountant 291 Chapter 12: Setting Up Shop in QuickBooks Online Accountant 293 Registering for and Signing in to QuickBooks Online Accountant 294 Examining the QB Accountant Interface 296 Working with Your Practice view 296 Working with Your Books 300 Setting Up Your Team 300 Controlling the Appearance of the Client List 304 Understanding and Using the Free QB Accountant Company 306 Working with the Sample Company 307 Closing Companies in QB Accountant 308 Working with ProAdvisor Preferred Pricing 309 Signing up for ProAdvisor Preferred Pricing 309 Adding existing clients to your ProAdvisor Preferred Pricing subscription 310 Removing clients from your ProAdvisor Preferred Pricing subscription 312 Stopping consolidated billing 314 Chapter 13: Adding Companies to the QB Accountant Client List 315 Adding a Client's Company to the Client List 316 When a client invites you to be the accountant user 316 When you invite a client to your practice 319 Transferring primary rights to your client 321 Importing QuickBooks Desktop Data into QuickBooks Online 325 Preparing for conversion 326 Understanding what won't import 328 Updating your edition of QuickBooks Desktop 329 Transferring data from desktop to online 331 Double-checking things after conversion 334 Switching between Client QuickBooks Companies 336 Chapter 14: Exploring a Client's Company from QB Accountant 337 Opening a Client's Company 337 Reviewing a Client's QuickBooks Company 338 Taking a look at the Client Overview page 338 Examining company setup information 341 Taking a look at the chart of accounts 344 Reviewing list information 347 Exporting and importing bank feed rules 348 Chapter 15: Working in a Client's Company 351 Making Navigation Easy 351 Using keyboard shortcuts 351 Opening multiple windows 352 Working in two companies simultaneously 354 Examining Available Transaction Types 355 Searching for Transactions 356 Making Client Notes 357 Communicating with a Client 359 Chapter 16: Using Accountant Tools 363 Reporting and Paying Sales Taxes 363 Managing Your Practice 365 Understanding Grid view 366 Creating projects and tasks 367 Updating task status 370 Editing and deleting project information 371 Working in List view 372 Working in Calendar view 373 Communicating with team members about work 374 Facilitating Accountant Activities 375 Reviewing reports 375 Examining voided and deleted transactions 377 Closing the books 378 Month-End Review 378 Account Reconciliation 379 Final Review 380 Reclassifying transactions 380 Writing off invoices 382 Understanding the Prep for Taxes page 383 Taking a brief look at other accountant tools 387 Chapter 17: Automating QuickBooks Analysis with Power Query 389 Introducing Power Query 389 Connecting to QuickBooks Reports 390 Removing header rows 392 Promoting headers 393 Removing unwanted columns 394 Filtering unnecessary rows 396 Returning the data to Excel 396 Creating Self-Updating Reports 398 Setting Power Query to refresh automatically 399 Adding a total row 402 Transforming QuickBooks Data 403 Unpivoting columns 404 Refreshing reports 405 Part 5: The Part of Tens 407 Chapter 18: Ten Ways to Use Chrome Effectively 409 Setting a Home Page 409 Duplicating and Pinning Tabs 411 Using Chrome on Multiple Monitors 411 Zooming In and Out 412 Using Bookmarks in Chrome 412 Creating a bookmark 413 Displaying the Bookmarks bar 414 Importing bookmarks 415 Managing bookmarks 415 Downloading Files 416 Using Keyboard Shortcuts 418 Working with Chrome Profiles 419 Adding a Chrome profile 419 Opening a different profile 420 Editing and removing profiles 421 Managing Privacy in Chrome 421 Handling cookies 421 Enabling JavaScript 422 Working in Incognito mode 422 Deleting browsing history 422 Reviewing miscellaneous privacy settings 424 Using Google tools to manage privacy 425 Managing Security in Chrome 426 Appendix: Quickbooks Online, Quickbooks Desktop, and Data Conversion 427 Index 443
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