A Beginners Guide to QuickBooks Online E-Book

James.W Henson

• Herausgeber: Richardson Dunne
• Kategorie: Ratgeber
• Sprache: Englisch

Veröffentlichungsjahr: 2023

Beschreibung

<h4>The most popular cloud accounting and bookkeeping software has just gotten simpler to learn!</h4><h4><br></h4><p>This book, A Beginners Guide to QuickBooks Online, has been written in a simple yet professional way, which makes it easy for anyone to follow along, no matter the level of prior experience with QuickBooks Online or any other accounting software. This detailed reference guide was designed to help people learn the nitty gritty of the QuickBooks Online software.&nbsp;</p><p>The first part of the book provides a thorough explanation of QuickBooks Online and its main functions, including instructions on how to create a new account, handle invoices, keep track of revenue and expenses, and reconcile bank accounts. Following that, readers will discover how to utilize the program to manage their finances successfully, including producing financial statements, keeping track of sales tax, and more.</p><p>This book is different in that it teaches the software step-by-step, making it simpler for readers to comprehend and follow along. To assist users completely comprehend each idea and utilize QuickBooks Online to manage their finances, each chapter contains clear explanations and practical instructions.</p><p><b>In this book you will:</b></p><ul><li>Find a thorough How-To Guide for getting started with QuickBooks Online<br></li><li>Learn the important differences between QuickBooks Online and QuickBooks Desktop, as well as the advantages of picking one over the other.<br></li><li>Discover the creation of a QuickBooks experience that is personalized.<br></li><li>Learn to setting up your QuickBooks Online software, entering business data, and connecting your bank and credit card accounts.<br></li><li>Discover tips on how to create customer lists, vendor lists, product and service lists<br></li><li>Learn what you need to know about charts of accounts and how to set them up.<br></li><li>Learn all you need to know about bills, including the logging, keeping track of, classifying, and paying of bills.<br></li><li>Discover the nitty gritty of transactions, including manually adding transactions to an account as well as finding, changing, and evaluating transactions using account registers.<br></li><li>Find everything you need to know about setting up QuickBooks Payroll, employees, processing payroll, and more!</li></ul><p>"A Beginners Guide to QuickBooks Online" is a crucial tool that offers the knowledge and direction required to properly manage your money and expand your business, whether you are just getting started or looking to deepen your understanding of QuickBooks Online. So, if you want to master QuickBooks Online, pick up a copy of this book right away and embark on your path to prosperity.</p><p><b>Scroll up and click on "Buy now" to upgrade to QuickBooks Pro status!</b></p>
 

Leseprobe

A Beginners Guide to QuickBooks Online

The Quick Reference Guide for Nonprofits and Small Businesses

James W. Henson

Copyright © 2023 James W. Henson

All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law.

Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

Contents

Introduction

Chapter 1: QBO for Nonprofits

1.1 Maintaining Books for Nonprofits

1.2 Usage

1.3 Automation

1.4 Tools Integration

1.5 Cloud-Based Options

1.6 Monitoring Grants and Donations

1.7 Reports

1.8 Nonprofit Accounting

Chapter 2: QuickBooks Desktop vs. QuickBooks Online

2.1 QuickBooks Desktop and Online Features

2.1.1 QuickBooks Online

2.1.2 QuickBooks Desktop

2.2 A Few Significant Differences Between the Two Products

2.3 Payment Structures

2.4 Reasons to Use QuickBooks Online

2.5 Reasons to Use QuickBooks Desktop

Chapter 3: Getting Started

3.1 Understanding the QuickBooks Online Layout

3.2 Configure the Accounting Currency

3.3 Adding the Details of Your Business

3.4 Adding and Linking Your Bank and Credit Card Accounts

3.5 Viewing Already-Created Reports

3.6 Sorting Transactions into Categories

3.7 How to Wrap up the Financial Year's Books

3.8 Setting Up the Start and End Dates for the Fiscal Year

3.9 Generating and Personalizing Invoices

Chapter 4: Personalizing Your QuickBooks Experience

4.1 Making a Custom Logo

4.1.1 Creating your Company Logo

4.2 Configuring Sales Tax

4.3 Configuring Default Net Payment Invoice Terms

4.3.1 Immediate Payment

4.3.2 Selecting a Payment Time Period

Chapter 5: Chart of Accounts

5.1 Chart of Accounts for QuickBooks

5.2 Categories in Chart of Accounts

5.2.1 Assets

5.2.2 Liability

5.2.3 Income

5.2.4 Expense

5.3 Chart of Accounts Configuration

5.3.1 a) Names for Business Accounts

5.3.2 b) Making Account Numbers Available for Business Accounts

5.3.3 c) Allocating Account Names to One of Four Account Types

5.4 How to Organize Your Chart of Accounts: Strategies and Recommendations

5.4.1 Maintaining Accounts

5.4.2 Financial Statements

5.4.3 Sub-Accounts

5.4.4 Account Names

Chapter 6: Lists

6.1 Products and Services List

6.1.1 Products and Services Configuration

6.1.2 Pointers

6.2 Customer Lists

6.2.1 Customer Lists Configuration

6.2.2 Reviewing Customer Transaction History

6.2.3 Customer Information Page Pointers

6.3 Vendors List

6.3.1 Vendors List Configuration

Chapter 7: Bills and Transactions

7.1 Transactions

7.2 Adding Transactions to the Account Manually

7.3 Finding, Editing, and Reviewing Transactions with the Help of Account Registers

7.4 Modifying a Transaction

7.5 How to Find a Transaction

7.5.1 Sorting Transactions

7.5.2 Removing Columns or Altering the View

7.5.3 Sorting Transactions in an Account History Column by Values

7.5.4 Filter Your Transaction

7.6 Bills

7.7 Filling out Bills in QuickBooks

7.8 Using QuickBooks to Pay Bills and Record Payments

7.8.1 Menu for Paying Bills

7.8.2 Setting a Payment Account

7.8.3 Sorting Bills

7.8.4 Determine Which Bills You Want to Pay

7.8.5 Selecting the Bill Payment Date

7.8.6 Entering Discounts for Early Payments from Customers

7.9 Payment Methods Set Up

7.10 Sending a Vendor a Bank Transfer

7.10.1 Adding the Vendor's Bank Account

7.11 Managing Bills

7.12 Paying Selected Bills Online

7.13 Take Selected Payments Out of the Queue

7.14 Writing Checks in QBO and Recording Them

Chapter 8: QuickBooks Online Invoice

8.1 a) Create and Send an Invoice

8.2 b) Review Open Invoices

8.2.1 Viewing Customer Invoices

8.3 c) Getting Paid for Your Invoices

8.4 How to Make a QuickBooks Online Invoice

8.4.1 How to Create Your First Invoice

8.4.2 Selecting a Customer

8.4.3 Choosing the Payment Terms

8.4.4 Inputting Sold Products and Services

8.4.5 Entering the Customer's Email Address

8.4.6 Previewing your Invoice

8.4.7 Personalizing Your Invoice

8.4.8 Including a Logo in Your Invoice

8.4.9 Making Changes to the Invoice Template

8.4.10 Incorporating Online Payments

8.4.11 Forwarding your Invoice

8.5 QuickBooks Online Invoice for Nonprofits

8.5.1 Customer Grouping for Nonprofits Using Donor Type

8.5.2 Configuring Donor Details

Chapter 9: QuickBooks Online Imports

9.1 Importing Excel data for Charts of Accounts, Items, Vendors, and Customers

9.1.1 Importing Chart of Accounts

9.1.2 Carrying Out Regular Import

9.1.3 QuickBooks Online Account Mapping

9.2 Vendor Imports in QuickBooks Online

Chapter 10: QBO Payroll

10.1 Getting Started with QuickBooks Payroll

10.2 QuickBooks Payroll Configuration

10.2.1 Payroll: Quick Start

10.2.2 Providing Employee Data

10.2.3 Add Employees to Payroll

10.2.4 Finalizing Employee Info

10.3 How to Make Your First Payroll Payment

10.3.1 Payroll Review and Submission

Conclusion