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QuickBooks Online For Dummies, 3rd Edition

ISBN: 978-1-119-28381-2
384 pages
October 2016
QuickBooks Online For Dummies, 3rd Edition (1119283817) cover image

Description

The quickest and easiest way to make QuickBooks Online work for you

Do you want to manage your finances in the Cloud… without losing your cool? Relax—everything you need to manage your company's finances is at your fingertips. In QuickBooks Online For Dummies, you'll get the plain-English guidance you need to build the perfect budget, process payroll, simplify your tax return preparation, collaborate with your accountant, manage inventory—and so much more.

QuickBooks freed small business owners, accountants, and bookkeepers from being chained to their desks with ledgers and journals. And now, QuickBooks Online liberates them once more—bringing all the software's convenient tools to any Internet browser, giving anyone with business finance responsibility the freedom to access the books on any device—at any time.

  • Securely organize your finances in one place
  • Use QuickBooks Online to take the stress out of tax season
  • Create invoices, record sales receipts, and pay your bills
  • Track inventory, figure job costs, and create reports to monitor your business

If you're a small business owner, manager, or employee looking for a fast, affordable, convenient way to manage your company's bottom line, this hands-on guide will pay for itself.

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Table of Contents

Introduction 1

Part 1: Getting Started with QBO and QBOA 5

CHAPTER 1: Introducing QBO and QBOA 7

CHAPTER 2: Embracing the QBO/QBOA Format 17

Part 2: Managing the Books for the End User 27

CHAPTER 3: Creating a Client Company in QBO 29

CHAPTER 4: Managing List Information 67

CHAPTER 5: Dealing with the Outflow of Money 97

CHAPTER 6: Managing the Inflow of Money 117

CHAPTER 7: Working in Registers 145

CHAPTER 8: Handling Bank and Credit Card Transactions 159

CHAPTER 9: Paying Employees 187

CHAPTER 10: How’s the Business Doing? 205

Part 3: Managing the Books for the Accountant 219

CHAPTER 11: Setting Up Shop in QBOA 221

CHAPTER 12: Adding Companies to the QBOA Client List 243

CHAPTER 13: Exploring a Client’s Company from QBOA 267

CHAPTER 14: Working in a Client’s Company 277

CHAPTER 15: Using Accountant Tools 287

Part 4: The Part of Tens 301

CHAPTER 16: Almost Ten Things about the Chrome Browser Interface 303

CHAPTER 17: Ten Ways to Use Chrome Effectively 315

APPENDIX A: How to Prepare a Budget in QBO 335

APPENDIX B: QBO, QuickBooks Desktop, and Data Conversion 341

Index 353

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Author Information

Elaine Marmel is President of Marmel Enterprises, LLC, an organization that specializes in technical writing and software training. She has an MBA from Cornell University and worked on projects to build financial management systems for New York City and Washington, D.C. She has trained more than 600 employees to use these systems.

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