QuickBooks Online For Dummies E-Book

Elaine Marmel

• Herausgeber: John Wiley & Sons
• Kategorie: Fachliteratur
• Sprache: Englisch
• Veröffentlichungsjahr: 2015

Seitenzahl: 274

Beschreibung

The fast and easy way to manage the books with QuickBooks Online Searching for a cloud-based accounting solution for your small business? Use this guide to master the fundamentals of QuickBooks Online--the world's most popular software for fast and easy mobile accounting! Inside, you'll find hands-on, practical guidance for using QuickBooks Online to build the perfect budget, process payroll, simplify tax return preparation, create invoices and credit memos, and manage inventory. Plus you'll discover how to track job costs, generate income statements and financial reports, and balance accounts--all with quick and easy access to this cloud-based software. All you'll need is an Internet connection! QuickBooks Online allows small businesses to manage their accounting and financial tasks and easily collaborate with their accountant or bookkeeper. Now, QuickBooks Online brings all of the software's convenient tools to your browser, which you can use at any time and from any device. QuickBooks Online For Dummies takes the intimidation out of this new technology and shows you how to make it work--painlessly and productively--for you and your small business. It doesn't get easier than that! * Find out how to organize your finances in one place * Create invoices, record sales receipts, and pay your bills * Track inventory, figure job costs, and create reports to monitor your business * Use QuickBooks Online to take the stress out of tax season * This book covers QuickBooks Online and QuickBooks Online Accountant If you're a small business owner, manager, or employee looking for a fast, affordable, convenient way to manage your company's finances, QuickBooks Online For Dummies has everything you need to get up and running fast.

Leseprobe

QuickBooks® Online For Dummies®

Published by: John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030-5774, www.wiley.com

Copyright © 2015 by John Wiley & Sons, Inc., Hoboken, New Jersey

Published simultaneously in Canada

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Trademarks: Wiley, For Dummies, the Dummies Man logo, Dummies.com, Making Everything Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and may not be used without written permission. QuickBooks is a registered trademark of Intuit. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book.

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Library of Congress Control Number: 2014954654

ISBN: 978-1-119-01604-5

ISBN: 978-1-119-01624-3 (ebk)

ISBN: 978-1-119-01611-3 (ebk)

Manufactured in the United States of America

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QuickBooks® Online For Dummies®

Visit www.dummies.com/cheatsheet/quickbooksonline to view this book's cheat sheet.

Table of Contents

Introduction

About This Book

Foolish Assumptions

Icons Used in This Book

Beyond the Book

Where to Go from Here

Part I: Getting Started with QBO and QBOA

Chapter 1: Introducing QBO and QBOA

QBO for the Client and QBOA for the Accountant

Understanding the Cloud

Should You Move into the Cloud?

System Requirements

Chapter 2: Embracing the QBO/QBOA Format

It’s All about Subscriptions

The Simple Start version

The Essentials version

The Plus version

Essentials and Plus with Payroll

What’s It Cost?

Addressing Payroll Needs

Where Add-On Apps Fit In

Part II: 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 Home Page

Establishing Company Settings

Examining company preferences

Setting sales preferences

Taking a look at expense preferences

Examining options to receive customer payments

Reviewing advanced preferences

Updating the Chart of Accounts

Signing In to and Out of QBO

Chapter 4: Managing List Information

Adding New People to a List

Importing People into a List

Searching Lists for People

Sorting a list

Exporting a list to Excel

Working with a batch of people

Changing Settings for People Lists

Displaying Information for 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

Entering and Paying Bills

Entering a bill

Recording a vendor credit

Paying bills

Chapter 6: Managing the Inflow of Money

Preparing an Invoice

Recording a Customer Payment

Preparing an Estimate

Converting an estimate to an invoice

Copying an existing estimate

Entering a Sales Receipt

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

Working with Transactions in a Register

Entering a transaction

Editing a transaction

Finding transactions

Chapter 8: Handling Bank and Credit Card Transactions

Connecting QBO Accounts to Financial Institutions

Connecting . . . or not connecting

Connecting bank or credit card accounts

Downloading activity

Handling downloaded activity

Making a Bank Deposit

Reconciling a Bank Account

Chapter 9: Paying Employees

Getting Started with QBO Payroll

Turning on QBOP

Setting payroll preferences

Setting up payroll taxes

Preparing Payroll

Recording payroll information

Reviewing and generating payroll checks

Printing payroll reports

Managing Payroll Taxes

Paying payroll taxes

Preparing payroll tax forms

Chapter 10: How’s the Business Doing?

Quickly Review Income and Expenses

Finding the Report You Want

Examining recommended reports