Your one-stop guide to taking your books into the cloud
Quick Books Online For Dummies is the go-to for cloud-based small business accounting. Online accounting could be saving you time and money. Newcomers to Quick Books Online will love this updated edition of the classic guide to making the most of mobile accounting, while accountants will appreciate the practice management features in Quick Books Online Accountant. Dummies makes it easy to learn the program’s key features, including getting started, creating invoices and credit memos, recording sales receipts, recording and paying bills, setting up inventory items, tracking business accounts and credit cards, printing checks, processing payroll and preparing payroll tax returns, building a budget, reconciling bank accounts, generating financial reports, job estimating, billing, and tracking, backing up your data, simplifying tax preparation, and beyond. Phew!
* Subscribe to Quick Books online and enjoy the enhanced security and features of cloud-based accounting
* Learn all the ins and outs of the popular accounting software and transfer your data from Quick Books Desktop or from spreadsheets like Microsoft Excel or Google Docs
* Keep solid records, prepare accurate reports, and budget to identify cost savings
* Access your accounting information from anywhere, on any device
* Analyze your accounting reports in Microsoft Excel with Pivot Tables and Power Query
* Manage your accounting or bookkeeping practice with ease with the free Quick Books Online Accountant version
This book is perfect for small business owners, managers, and employees who utilize Quick Books Online and would like more fluid access to their business accounting. Bookkeepers and accountants would appreciate this quintessential resource as well.
Tabela de Conteúdo
Introduction 1
Part 1: Getting Started with Quick Books Online 5
Chapter 1: Welcome to Quick Books Online 7
Chapter 2: Creating a Quick Books Online Company 19
Chapter 3: Importing from Quick Books 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 Quick Books 313
Chapter 14: Utilizing Quick Books Reports 321
Chapter 15: Analyzing Quick Books 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 Quick Books 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
Sobre o autor
David H. Ringstrom, CPA, is President of Accounting Advisors, Inc., a spreadsheet and database consulting firm. He is a Certified Public Accountant, a technical editor for the For Dummies book series, and the author or co-author of five books, including previous editions of Quick Books Online For Dummies.
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