QuickBooks Online for Dummies.Material type: TextSeries: eBooks on DemandPublisher: Newark : John Wiley & Sons, Incorporated, 2019Copyright date: ©2019Edition: 5th edDescription: 1 online resource (451 pages)Content type: text Media type: computer Carrier type: online resourceISBN: 9781119590675Subject(s): Computers | Small business-Computer programs | Accounting-Computer programs-Handbooks, manuals, etcGenre/Form: Electronic books.Additional physical formats: Print version:: QuickBooks Online for DummiesDDC classification: 657.90420285536 LOC classification: QA76 .M376 2019Online resources: Click here to view this ebook.
|Item type||Current location||Call number||URL||Status||Date due||Barcode|
|Electronic Book||UT Tyler Online Online||QA76 .M376 2019 (Browse shelf)||https://ebookcentral.proquest.com/lib/uttyler/detail.action?docID=5777803||Available||EBC5777803|
Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Getting Started with QBO and QBOA -- Chapter 1 Introducing QBO and QBOA -- QBO for the Client and QBOA for the Accountant -- Comparing interfaces -- Taking a look at QBO Desktop and QBO Mobile -- Understanding the Cloud -- Should You Move to the Cloud? -- System Requirements -- Chapter 2 Embracing the QBO/QBOA Format -- It's All about Subscriptions -- The Self-Employed version -- The Simple Start version -- The Essentials version -- The Plus version -- The Advanced version -- Simple Start, Essentials, Plus, and Advanced with Payroll -- What Does It Cost? -- Addressing Payroll Needs -- Switching from QuickBooks Desktop -- Where Add-On Apps Fit In -- Part 2 Managing the Books for the End User -- Chapter 3 Creating a Client Company in QBO -- Signing Up for QBO -- Setting Up a New Company -- Understanding the Dashboard Page -- Establishing Company Settings -- Examining company preferences -- Examining billing and subscription settings and usage limits -- Setting sales preferences -- Taking a look at expense preferences -- Examining options to receive customer payments -- Reviewing advanced preferences -- Working with Multiple Currencies -- How the Multicurrency feature changes QBO -- Turning on the Multicurrency feature -- Setting up currencies -- Using multiple currencies -- Updating the Chart of Accounts -- Taking Advantage of QuickBooks Labs -- Signing In to and Out of QBO -- Chapter 4 Managing List Information -- Importing People into a List -- Adding New People to a List -- Creating a new customer -- Using customer types -- Adding sub-customers -- Searching Lists for People -- Working with a particular person -- Sorting a list.
Exporting a list to Excel -- Working with a batch of people -- Changing Settings for People Lists -- Working with Products and Services Items -- Establishing categories -- Setting up sales taxes -- Adding service and non-inventory items -- Creating an inventory item -- Working with bundles -- Changing item types -- Using pricing rules -- Adjusting inventory item information -- A Look at Other Lists -- Chapter 5 Dealing with the Outflow of Money -- Writing a Check -- Assigning a check to accounts or items -- Writing a check for an outstanding bill -- Creating an Expense -- Entering a Purchase Order -- Turning on the purchase order feature -- Creating a purchase order -- Working with partial purchase orders -- Entering and Paying Bills -- Entering a bill -- About recurring transactions -- Recording a vendor credit -- When a vendor issues a refund check . . . -- Paying bills -- Chapter 6 Managing the Inflow of Money -- Managing Projects -- Turning on projects in QBO -- Enabling projects in Customer lists -- Converting sub-customers to projects -- Setting up a project -- Adding transactions to a project -- Projects and reporting -- Getting Started with Sales Transactions -- Customizing forms to handle subtotals -- Preparing an invoice -- Recording a customer payment -- Managing invoice status -- Working with estimates -- Creating a progress invoice -- Working with sales receipts -- Giving Money Back to a Customer -- Recording a credit memo -- Issuing a refund to a customer -- Creating Billable Time Entries -- Entering a single time activity -- Using a timesheet to record time -- Adding a Billable Expense to an Invoice -- Chapter 7 Working in Registers -- Understanding Registers -- Entering and Editing Transactions -- Entering a transaction -- Editing a transaction -- Other Things You Can Do in a Register -- Sorting transactions -- Filtering transactions.
Printing a register -- Chapter 8 Handling Bank and Credit Card Transactions -- Controlling the Appearance of Bank Accounts -- Connecting QBO Accounts to Financial Institutions -- Connecting . . . or not connecting -- Connecting Bank or Credit Card accounts -- When you can't connect directly . . . -- Managing Downloaded Activity -- Excluding transactions -- Including transactions -- When QBO guesses correctly . . . -- When QBO doesn't know . . . -- Establishing rules to accept transactions -- Fixing mistakes -- Making a Bank Deposit -- Reconciling a Bank Account -- Chapter 9 Paying Employees and Contractors -- Understanding the Employee Payroll Process -- Getting Started with QBO Payroll (QBOP) -- Turning on QBOP -- Setting payroll preferences -- Setting up payroll taxes -- Preparing Payroll -- Recording payroll information -- Reviewing and generating payroll checks -- Correcting payroll exemptions (without calling Tech Support) -- Printing payroll reports -- Managing Payroll Taxes -- Paying payroll taxes -- Preparing payroll tax forms -- Paying Contractors -- Setting up 1099 contractors -- Paying contractors -- Reporting on 1099 vendor payments -- Preparing 1099s -- Chapter 10 How's the Business Doing? -- Quickly Review Income and Expenses -- Finding the Report You Want -- Examining standard reports -- Finding reports you customize -- Taking a look at management reports -- Searching for a report -- Printing a Report -- Customizing a report -- Saving a customized report -- Part 3 Managing the Books for the Accountant -- Chapter 11 Setting Up Shop in QBOA -- Signing Up for and into QBOA -- Examining the QBOA Interface -- Working with the Your Practice view -- Working with the Your Books view -- Setting Up Your Team -- Controlling the Appearance of the Client List -- Understanding and Using the Free QBOA Company -- Working with the Sample Company.
Closing Companies and QBOA -- Working with Wholesale Billing -- Signing up for Wholesale Billing -- Adding existing clients to your Wholesale Billing subscription -- Removing clients from your Wholesale Billing subscription -- Working with your Wholesale Billing history -- Stop using Wholesale Billing -- Chapter 12 Adding Companies to the QBOA Client List -- Adding a Client's Company to the Client List -- Having a client invite you to be the accountant user -- Inviting a client to your practice -- Transferring master administrator rights back to your client -- Importing QuickBooks Desktop Information into QBO -- General conversion considerations -- An overview of what won't import -- Updating your edition of QuickBooks Desktop -- Transferring data from a desktop company into QBO -- After converting . . . -- Switching between Client QBO Companies -- Chapter 13 Exploring a Client's Company from QBOA -- Opening a Client's Company -- Reviewing a Client QBO Company -- Taking a look at the Client Overview page -- Examining company setup information -- Taking a look at the Chart of Accounts -- Reviewing list information -- Exporting and importing bank feed rules -- Chapter 14 Working in a Client's Company -- Making Navigation Easy -- Using keyboard shortcuts -- Opening multiple windows -- Working in two companies simultaneously -- Examining Available Transaction Types -- Searching for Transactions -- Making Client Notes -- Communicating with a Client -- Chapter 15 Using Accountant Tools -- Reporting and Paying Sales Taxes -- Managing Your Practice -- Understanding the Grid view -- Creating projects and tasks -- Updating task status -- Editing and deleting project information -- Working in the List view -- Working in the Calendar view -- Communicating with team members about work -- Facilitating Accountant Activities -- Understanding the Prep for Taxes page.
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Elaine Marmel is President of Marmel Enterprises, LLC, an organization that specializes in technical writing and software training. Elaine has an MBA from Cornell University and has trained more than 600 employees to use computer systems. Elaine has authored and co-authored over ninety books.