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QuickBooks Online for Dummies

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Learn the world’s most popular cloud accounting platform

QuickBooks Online For Dummies, 2024 Edition, helps you benefit from fast and easy mobile accounting. This beginner-friendly guide covers the key features of QuickBooks Online, including selecting the subscription version that’s right for you and your business — Simple Start, Plus, or Advanced. From there, you’ll find everything you need to get started creating invoices and credit memos, recording and paying bills, setting up inventory items, processing payroll and preparing payroll tax returns, balancing accounts, and beyond. You’ll discover how to access your accounts from any device, anywhere—and how to keep your data safe and backed up. For a world on the go, QuickBooks Online makes it easy to keep solid books and be prepared at tax time. With the clear how-tos in this book, you’ll be up and running in no time.

  • Get started with QuickBooks Online and set up your accounts
  • Manage customers, inventory, purchases, payroll, and billing—from anywhere
  • Generate financial reports and simplify your taxes
  • Discover new features and tips in the latest version of the cloud software

For small business owners, managers, and employees responsible for business accounting, QuickBooks Online For Dummies helps you make the most of the go-to platform for fluid accounting access.

ISBN-13: 9781394206513

Media Type: Paperback

Publisher: For Dummies

Publication Date: 11-22-2023

Pages: 464

Product Dimensions: 9.13h x 7.40w x 1.10d

David H. Ringstrom, CPA, is president of Accounting Advisors, Inc. David is the author or co-author of six books and has consulted on accounting software and spreadsheets for more than 30 years. He began writing freelance articles about spreadsheets in 1995 and has served as the technical editor for more than three dozen books in the For Dummies series.

Table of Contents

Introduction 1

Part 1: Getting Started with QuickBooks Online 5

Chapter 1: Welcome to QuickBooks Online 7

Chapter 2: Creating a QuickBooks Online Company 19

Chapter 3: Importing from QuickBooks Desktop and Sage 50 51

Part 2: Managing Your Books 59

Chapter 4: Customer, Vendor, and Employee Lists 61

Chapter 5: Managing Sales Tax, Services, and Inventory 87

Chapter 6: Invoicing Customers and Receiving Payments 121

Chapter 7: Paying Bills and Writing Checks 157

Chapter 8: Paying Employees and Contractors 181

Chapter 9: Working in Registers 209

Chapter 10: Administering Bank and Credit Card Accounts 225

Chapter 11: Synchronizing with Financial Institutions 239

Chapter 12: Working with Purchase Orders, Estimates, Projects, and Tags 275

Part 3: Budgeting, Reporting, and Analysis 311

Chapter 13: Creating Budgets in QuickBooks 313

Chapter 14: Utilizing QuickBooks Reports 321

Chapter 15: Analyzing QuickBooks Data in Excel 343

Part 4: Features for Accountants 359

Chapter 16: Introducing QB Accountant 361

Chapter 17: Managing Your Clients’ Books 387

Chapter 18: Practice Management 421

Chapter 19: Automating QuickBooks Analysis with Power Query 435

Part 5: The Part of Tens 453

Chapter 20: Ten Cool Chrome Shortcuts Plus Ten Bonus Excel Shortcuts 455

Index 463