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- Herausgeber: Richardson Dunne
- Kategorie: Fachliteratur
- Sprache: Englisch
<h4>⭐Introducing a Simplified Learning Resource for the Most Popular Cloud Accounting and Bookkeeping Software!⭐ </h4><p>"QuickBooks Online for Beginners" is a comprehensive guide that helps users of all levels easily navigate the QuickBooks Online accounting software. This user-friendly reference book provides in-depth explanations and practical instructions to demystify the intricacies of the software.</p><p>The initial section of the guide covers the fundamental features of QuickBooks Online, such as creating accounts, managing invoices, tracking revenue and expenses, and more. Readers will also gain insights into effectively utilizing the program for successful financial management, including generating financial statements and handling sales tax.</p><p>What sets this book apart is its step-by-step approach, ensuring readers can comprehend and follow along effortlessly. Each chapter offers clear explanations and actionable guidance to help users fully grasp concepts and make the most of QuickBooks Online.</p><p><b>In "QuickBooks Online for Beginners," you will:</b></p><p>✅ Explore a comprehensive How-To Guide to kickstart your QuickBooks Online journey<br>✅ Discover the unique benefits of QuickBooks Online<br>✅ Personalize your QuickBooks experience to suit your needs<br>✅ Set up the software, input business data, and link bank and credit card accounts<br>✅ Manage customer, vendor, product, and service lists efficiently<br>✅ Gain a deep understanding of charts of accounts and how to configure them<br>✅ Master bill management, including logging, tracking, and payment processes<br>✅ Dive into the intricacies of transactions<br>✅ Learn the ins and outs of setting up QuickBooks Payroll, managing employees, processing payroll, and more</p><p>"QuickBooks Online for Beginners" is an invaluable resource that equips you with the knowledge and guidance needed to efficiently manage your finances and grow your business. Whether you're a novice or seeking to enhance your QuickBooks Online proficiency, grab a copy of this book today and embark on the path to financial prosperity.</p><p><b>⭐Scroll up and click on "Buy now" to experience the full potential of QuickBooks Online.⭐<br></b><br></p>
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Veröffentlichungsjahr: 2023
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QuickBooks Online for Beginners
A Quick Reference and Step-by-Step Guide to Mastering QuickBooks Online for Small Business Owners from Beginners to Expert
Robert D. Yardley
Copyright © 2023 Robert D. Yardley
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: Everything You Should Know About QuickBooks
1.1 How Does QuickBooks Work, and What Is It?
1.2 What Exactly is QuickBooks?
1.2.1 QuickBooks Online
1.2.2 QuickBooks Commerce
1.2.3 QuickBooks Payroll
1.2.4 QuickBooks Live
1.2.5 QuickBooks Time
1.2.6 QuickBooks Payments
1.3 How to Use QuickBooks
1.4 Why Your Company Should Use QuickBooks
1.5 QuickBooks Online Plans
1.5.1 Self-Employed
1.5.2 Simple Start
1.5.3 Essentials
1.5.4 Plus
1.5.5 Advanced
Chapter 2: Getting Started with QuickBooks Online
2.1 Creating a New User Account
2.2 Entering Your Company Information
2.3 Adding and Managing Customers in QuickBooks Online
2.3.1 Importing Customers from a Microsoft Excel File
2.3.2 Adding a New Customer
2.3.3 Adding a Sub-Customer
2.3.4 Editing a Customer
2.3.5 Merging Duplicate Customers
2.3.6 Deleting a Customer
2.4 Working with Business Logos on Sales Receipts, Estimates, or Invoices
2.4.1 Adding Logos
2.4.2 Customizing Logos
2.4.3 Removing Logos
2.5 Managing Your Product and Service Items
2.5.1 Adding New Product and Service Items
2.5.2 Adding the Purchasing Information for a Product or Service
2.5.3 Editing a Product or Service Item
2.5.4 Deleting a Product or Service Item
2.5.5 Reactivating an Inactive Product or Service Item
2.6 User Management
2.6.1 Adding a New User
2.6.2 Managing User Permissions or Roles
2.6.3 Deleting a User
2.6.4 Deleting a User Designated as an Accountant
2.7 Project Creation and Management
2.7.1 Activating Projects
2.7.2 Creating a New Project
2.7.3 Adding New Transactions
2.7.4 Modify the Customer Allocated to a Project
2.7.5 Adding Existing Expenses to a Project
2.8 Checking Your Company ID in QuickBooks Online
2.8.1 Using a Keyboard Shortcut
2.8.2 Using Additional Information
2.8.3 Via the Billing and Subscription Page
2.9 Setting up a Fiscal Year in QuickBooks Online
2.10 Setting up Sales Tax in QuickBooks Online
2.11 Managing Opening Balances for Your Accounts
2.11.1 Find Out Why Opening Balances Are Crucial
2.11.2 Adding an Opening Balance
2.11.3 Modifying an Opening Balance
2.12 Resetting or Updating Your QuickBooks Account Sign-In Info
2.12.1 Update sign-in details in QuickBooks Online
2.12.2 Update sign-in Details in the Intuit Account Manager
2.13 Updating Your Company Settings
2.14 Recording a Journal Entry
Chapter 3: Key Features of QuickBooks Online
3.1 Emailing an Invoice
3.1.1 Emailing Your Invoices as PDFs
3.1.2 Using QuickBooks Online to Send an Invoice
3.2 Tracking Invoice Status Manually
3.2.1 Verifying "Sent" Status
3.2.2 Verifying "Sent" Status for One Invoice
3.2.3 Verifying "Sent" Status for Multiple Invoices
3.2.4 Checking the "View or Read" Status of Your Emailed Invoice
3.3 Recording and Managing Your Expenses in QuickBooks Online
3.3.1 Recording Expenses
3.3.2 Managing Expenses
3.3.3 Reviewing Expenses
3.3.4 Editing Expenses
3.3.5 Deleting Expenses
3.4 Inventory Management
3.4.1 Enabling Inventory Tracking
3.4.2 Adding Inventory Products
3.4.3 Keeping Track of Your Sales
3.4.4 Checking What's in Stock and What's Ordered on the Go
3.4.5 Restocking Your Inventory
3.4.6 Using Reports
3.5 Bill Management
3.5.1 Manually Entering Bills into QuickBooks Online
3.5.2 Uploading Bills from a Computer
3.5.3 Keeping Track of Bill Payments
3.5.4 Managing and Reviewing Bills
3.6 Payroll Setup and Maintenance
3.6.1 Getting Started with Payroll Setup
3.6.2 #1 Proceeding to Payroll
3.6.3 #2 Inputting Basic Details About Employee Payment
3.6.4 #3 Adding Employees
3.6.5 #4 Update Employee Details
3.6.6 #5 Reviewing Employee Details
3.6.7 #6 Entering Current Hours
3.6.8 #7 Reviewing and Submitting Payroll
3.6.9 #8 Running Your First Payroll
3.7 Turning on and Managing Time Tracking
3.7.1 Activating Time Tracking
3.7.2 Adding a Time Tracking User
3.7.3 Making Time Billable
3.7.4 Viewing Reports from Time Tracking
3.7.5 Making Time Billable at All Times
Chapter 4: Adapting QuickBooks Online for Your Company's Needs
4.1 Personalizing the Chart of Accounts List
4.2 Types of Accounts
4.2.1 Income and Expense Accounts
4.2.2 Balance Sheet Accounts
4.3 Adding an Account
4.4 Editing an Account
4.5 Editing an Account's History
4.6 Connecting Your Credit Card and Bank Accounts to QuickBooks Online
4.7 Connecting on the Go
4.8 Connecting Your Credit Card and Bank Accounts from the Chart of Accounts
4.9 Downloading Recent Transactions
Chapter 5: Organizing Products and Services
5.1 Creating Categories and Sub-Categories
5.2 Adding an Existing Service or Product to a Category
5.3 Adding a New Service or Product to a Category
5.4 Using Categories to Improve Your Reporting
5.5 Using Categories in Transactions
5.6 Removing or Editing a Category
Chapter 6: Working with Sales Receipts and Deposits
6.1 Entering Cash Receipts Without an Invoice
6.2 Through Bank Deposits
6.3 Via Sales Receipt
6.4 Recording a Refund
6.4.1 Refunding a Customer If an Invoice Has Been Paid
6.4.2 Refunding a Customer That Overpaid
6.4.3 Using Refund Receipts for Products or Services That Didn't Meet the Customer's Expectations
6.4.4 Recording Refund with Expense or Check
6.5 Receiving and Recording Invoice Payments
6.5.1 Recording Invoice Payments
6.5.2 Recording Partial Payments Made for an Invoice
6.5.3 Recording Single Invoice Payments
6.5.4 Viewing the Customer's Remaining Balance
Chapter 7: Invoicing and Quoting
7.1 Creating and Sending an Invoice
7.2 Reviewing Invoices That Are Unpaid
7.3 Receiving Payments for Invoices
7.4 Deleting and Voiding an Invoice
7.4.1 How to Void an Invoice
7.4.2 How to Delete an Invoice
7.5 Printing an Invoice
7.6 Setting Up Manual and Auto-Invoice Reminders
7.6.1 How to Setup Automatic Reminders for Invoices
7.6.2 Editing and Customizing Reminder Message
7.6.3 Manually Sending Reminders for an Invoice
7.6.4 Check to See Who Received a Reminder
Chapter 8: Bills and Expense Management
8.1 Recording Expenses
8.1.1 Entering an Expense in QuickBooks Online
8.2 Managing an Expense
8.2.1 Reviewing an Expense
8.2.2 Editing an Expense
8.2.3 Deleting an Expense
8.3 Working with Checks
8.3.1 Creating or Recording a Check
8.3.2 Printing Your Check
8.4 Deleting Bills
8.4.1 Deleting Bills Without Opening
8.4.2 From the Bill Window
8.5 Creating ABA Files or Setting Up Batch Payments
8.5.1 Creating a Batch Payment File
8.5.2 Activating Batch Payments for a Supplier
8.5.3 Activating Batch Payments (ABA Files) for Your Bank
8.6 Making Expenses Billable
8.6.1 Activating Billable Expense
8.6.2 Entering a Billable Expense for a Customer
8.6.3 Adding Billable Expenses to an Invoice
Chapter 9: Creating Financial Statements
9.1 Setting Up a Profit and Loss Statement
9.2 QuickBooks Online Balance Sheet Report
9.2.1 Running a Balance Sheet Report
9.2.2 Contrasting Various Time Periods in the Balance Sheet Report
9.3 Generating a Statement of Cash Flow
Chapter 10: Employees and Their Payroll
10.1 QuickBooks Online Payroll
10.2 Getting Started with QuickBooks Online Payroll
10.2.1 QBO Payroll Core and Premium
10.2.2 QBO Payroll Elite
10.2.3 Completing Your Payroll Setup Tasks
10.3 Processing Your Pay Run
10.4 Voiding, Editing, or Deleting Paychecks
10.4.1 Modifying Your Paychecks
Chapter 11: Keyboard Shortcuts in QuickBooks Online
11.1 General Pages
11.2 Transaction Pages
11.3 Amount and Rate Calculations
11.4 Dates
11.5 Account Register Transactions
11.6 Drop-Down Management and Form Field Navigation
11.7 Reference Number Fields (Ref # Fields)
Chapter 12: Protecting Your Company's Data
12.1 Restricting Access by Configuring User Roles
12.2 QuickBooks Online User Roles
12.2.1 Roles that Factor into the User Cap
12.2.2 Roles that Don't Factor into the User Cap
12.3 Standard User Access Rights
12.3.1 None
12.3.2 All Access
12.3.3 Limited (Suppliers Only)
12.3.4 Limited (Customers Only)
12.3.5 Limited (Customers and Suppliers)
12.4 Standard User Settings
12.5 Backing Up and Restoring Your Company
12.6 Data You Can and Cannot Backup
12.6.1 Backup-able Data
12.6.2 non-backup-able Data
12.7 Data You Can't Restore
12.8 Switching on the Online Backup and Restore App for Your Data
12.9 Switching Off Automatic Backup
12.10 Make a One-Time Backup Manually
12.11 Saving Your Backups to Google Drive or Dropbox
12.12 Restoring Data from a Backup
12.13 QuickBooks Online Privacy and Security
Conclusion
Introduction
Managing finances can be a daunting task, especially for individuals or small businesses with limited resources. However, with the advent of cloud-based accounting software like QuickBooks Online, financial management has become more accessible and efficient. In this beginner's guide, we will explore the fundamentals of QuickBooks Online, its features, and how it can simplify your financial processes.
QuickBooks Online is a user-friendly cloud-based accounting software designed to help individuals and small businesses organize their finances effectively. It provides a streamlined platform for managing various financial aspects, including invoicing, expense tracking, payroll, and tax preparation.
One of the key advantages of QuickBooks Online is its accessibility. Unlike traditional accounting software, QuickBooks Online operates entirely in the cloud, eliminating the need for installation and allowing users to access their financial data from anywhere, at any time, using any device with internet connectivity.
Getting started with QuickBooks Online is a straightforward process. Simply sign up for an account on the QuickBooks website and choose a subscription plan that suits your needs. QuickBooks offers different tiers of membership, ranging from basic features for individuals to advanced options for small businesses with more complex requirements.
Once you have set up your account, you can begin customizing QuickBooks Online to fit your specific financial needs. The software provides a user-friendly interface that allows you to easily navigate through its various features and functionalities. You can personalize your dashboard, create customer profiles, and set up bank feeds for seamless integration of your financial data.
One of the most powerful features of QuickBooks Online is its ability to automate and streamline routine financial tasks. With features like automatic bank feeds, recurring invoices, and payment reminders, you can save time and reduce the risk of errors. QuickBooks Online also offers integration with popular third-party applications, allowing you to sync data and automate processes further.
In addition to simplifying day-to-day financial management, QuickBooks Online provides robust reporting and analysis tools. You can generate detailed financial reports, track income and expenses, and gain valuable insights into your business's financial health. These reports can be crucial for making informed decisions, identifying trends, and planning for the future.
In a nutshell, QuickBooks Online offers a comprehensive solution for individuals and small businesses seeking to streamline their financial management processes. With its user-friendly interface, accessibility, automation capabilities, and robust reporting tools, QuickBooks Online empowers users to take control of their finances and make informed decisions. Whether you are a freelancer, a startup, or an established small business, QuickBooks Online can help you simplify your financial tasks and focus on what matters most: growing your business.
Chapter 1: Everything You Should Know About QuickBooks
1.1 How Does QuickBooks Work, and What Is It?
QuickBooks has become a top choice for small businesses when it comes to accounting software. If you're tired of manual bookkeeping or dealing with complex spreadsheets, QuickBooks offers an affordable solution.
So, what exactly is QuickBooks, and how does it work? Essentially, it's user-friendly software that helps you manage your financial statements more efficiently. It simplifies tasks like invoicing, expense tracking, and generating reports.
With QuickBooks, you can save valuable time and stay organized. It allows you to streamline your financial processes, giving you a clear picture of your business's financial health.
In the next sections, we'll dive deeper into the features and benefits of QuickBooks, exploring how it can make your life easier as a small business owner.
1.2 What Exactly is QuickBooks?
QuickBooks is a popular software suite offering a range of accounting and finance solutions for small businesses. Although it is primarily known for its bookkeeping software, it provides various other services and tools as well.
1.2.1 QuickBooks Online
QuickBooks Online offers a convenient solution for managing your accounting books. With the ability to store your data in the cloud, you can access it anytime and anywhere. This innovative service also provides invoicing features, allowing you to streamline your business operations. By using QuickBooks Online, you can efficiently track your finances and ensure that your books are up to date.
1.2.2 QuickBooks Commerce
QuickBooks Commerce provides a centralized dashboard that brings together all your orders and inventory, allowing you to easily track the real-time status of every order. This feature is highly beneficial for businesses as it provides a clear overview of their sales and inventory management. Additionally, QuickBooks Commerce is scalable, meaning you can easily add new sales channels or integrate with online marketplaces to expand your reach and streamline your B2B commerce operations. This makes it a versatile tool for businesses looking to optimize their order and inventory management processes.
1.2.3 QuickBooks Payroll
Introducing a versatile solution for businesses, offering both self-service and full-service options, this convenient tool allows you to effortlessly pay up to 50 employees through either direct deposit or checks. By choosing the full-service package, you can leave the hassle of calculating and filing year-end tax forms, such as W-2, to QuickBooks Payroll. QuickBooks takes care of local, state, and federal taxes, ensuring a seamless process for you. Say goodbye to paperwork and hello to simplicity with their comprehensive payroll solution.
1.2.4 QuickBooks Live
QuickBooks Live offers a valuable solution for all your bookkeeping requirements. By partnering with an experienced bookkeeper, you can ensure that your financial records are in capable hands. Whether you need assistance with payroll, invoicing, or managing expenses, QuickBooks Live provides the expertise you need. With this service, you can focus on growing your business while leaving the bookkeeping tasks to the professionals.
1.2.5 QuickBooks Time
Effortlessly keep track of billable hours for your projects, clients, or employees with the help of QuickBooks Time. This user-friendly software allows you to accurately record and manage time, making payroll and payments a breeze when integrated with QuickBooks Payroll. Stay organized and ensure accurate invoices with QuickBooks Time.
1.2.6 QuickBooks Payments
QuickBooks payments offer convenient features for managing your business finances. With this service, you can easily create invoices that include payment options, allowing your customers to pay digitally. Additionally, you have the ability to set up recurring invoices, saving you time and effort. Whether your customers prefer to pay with credit cards, bank transfers, or other digital payment methods, QuickBooks Payments has you covered. This enables you to receive payments efficiently and securely, even while on the go.
These tools seamlessly integrate and sync with QuickBooks accounting software, creating an all-encompassing accounting and payment system for small to medium-sized businesses.
1.3 How to Use QuickBooks
When it comes to QuickBooks, there is no need to feel overwhelmed. You have the freedom to choose which services to sign up for based on your specific needs. You can begin with one app, such as accounting software, and gradually add more as your business expands. If you find that a particular service is no longer suitable for your needs, you can easily remove or upgrade it.
For instance, you might start with the accounting software and later decide to incorporate QuickBooks Live for a more personalized setup. As your team grows, you can consider adding QuickBooks Payroll to simplify monthly payments and QuickBooks Time to track billable hours.
1.4 Why Your Company Should Use QuickBooks
By utilizing QuickBooks, your business can benefit from its wide integration capabilities. This means that it can seamlessly work with other software platforms that your business may rely on, like customer relationship management (CRM) systems. This integration streamlines various processes, making it easier for you to manage your business efficiently and effectively.
QuickBooks is currently offering two attractive promotions. You can opt for a 30-day free trial to test its features and see how it fits your business needs. Alternatively, you can sign up and receive a 50% discount on your first three months, allowing you to experience the benefits of QuickBooks at a reduced cost.
There are numerous ways in which QuickBooks can enhance your business operations. Let's explore a few of them:
Time-Saving Automation
QuickBooks automates repetitive tasks like data entry and reconciliation, saving you valuable time. This allows you to focus on more important aspects of your business, such as strategy and growth.
Streamlined Financial Management
QuickBooks simplifies your financial tasks, such as invoicing, expense tracking, and managing cash flow. With its user-friendly interface, you can effortlessly stay on top of your finances.
Seamless Integration
QuickBooks seamlessly integrates with other business tools and applications, such as payment gateways and CRM systems. This ensures smooth data flow and eliminates the need for manual data entry.
Financial Reports at Your Disposal
You can conveniently access various financial statements, such as the cash flow statements, profit and loss (P&L) statements, balance sheet, and filed taxes. When it's time to file or seek assistance from your accountant, you can easily share these statements by printing them out or inviting them to view the statements online. No login ID or password is required, making the process hassle-free.
Accurate Reporting
QuickBooks generates accurate financial reports, giving you insights into your business's performance. These reports can help you make informed decisions and identify areas for improvement.
