QuickBooks Online For Dummies, 3rd Edition
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.
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
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.