QuickBooks Online For Dummies

by David H. Ringstrom

Overview

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.

Product Details

ISBN-13:	9781394206537
Publisher:	Wiley
Publication date:	10/12/2023
Sold by:	JOHN WILEY & SONS
Format:	eBook
Pages:	464
Sales rank:	148,305
File size:	8 MB

About the Author

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.

Table of Contents

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