QuickBooks Online For Dummies, 5th Edition

Table of contents

1. Cover
2. Introduction
   1. About This Book
   2. Foolish Assumptions
   3. Icons Used in This Book
   4. Beyond the Book
   5. Where to Go from Here
3. Part 1: Getting Started with QBO and QBOA
   1. Chapter 1: Introducing QBO and QBOA
      1. QBO for the Client and QBOA for the Accountant
      2. Understanding the Cloud
      3. Should You Move to the Cloud?
      4. System Requirements
   2. Chapter 2: Embracing the QBO/QBOA Format
      1. It’s All about Subscriptions
      2. What Does It Cost?
      3. Addressing Payroll Needs
      4. Switching from QuickBooks Desktop
      5. Where Add-On Apps Fit In
4. Part 2: Managing the Books for the End User
   1. Chapter 3: Creating a Client Company in QBO
      1. Signing Up for QBO
      2. Setting Up a New Company
      3. Understanding the Dashboard Page
      4. Establishing Company Settings
      5. Working with Multiple Currencies
      6. Updating the Chart of Accounts
      7. Taking Advantage of QuickBooks Labs
      8. Signing In to and Out of QBO
   2. Chapter 4: Managing List Information
      1. Importing People into a List
      2. Adding New People to a List
      3. Searching Lists for People
      4. Changing Settings for People Lists
      5. Working with Products and Services Items
      6. A Look at Other Lists
   3. Chapter 5: Dealing with the Outflow of Money
      1. Writing a Check
      2. Creating an Expense
      3. Entering a Purchase Order
      4. Entering and Paying Bills
   4. Chapter 6: Managing the Inflow of Money
      1. Managing Projects
      2. Getting Started with Sales Transactions
      3. Giving Money Back to a Customer
      4. Creating Billable Time Entries
      5. Adding a Billable Expense to an Invoice
   5. Chapter 7: Working in Registers
      1. Understanding Registers
      2. Entering and Editing Transactions
      3. Other Things You Can Do in a Register
   6. Chapter 8: Handling Bank and Credit Card Transactions
      1. Controlling the Appearance of Bank Accounts
      2. Connecting QBO Accounts to Financial Institutions
      3. Managing Downloaded Activity
      4. Making a Bank Deposit
      5. Reconciling a Bank Account
   7. Chapter 9: Paying Employees and Contractors
      1. Understanding the Employee Payroll Process
      2. Getting Started with QBO Payroll (QBOP)
      3. Preparing Payroll
      4. Managing Payroll Taxes
      5. Paying Contractors
   8. Chapter 10: How’s the Business Doing?
      1. Quickly Review Income and Expenses
      2. Finding the Report You Want
      3. Printing a Report
5. Part 3: Managing the Books for the Accountant
   1. Chapter 11: Setting Up Shop in QBOA
      1. Signing Up for and into QBOA
      2. Examining the QBOA Interface
      3. Setting Up Your Team
      4. Controlling the Appearance of the Client List
      5. Understanding and Using the Free QBOA Company
      6. Working with the Sample Company
      7. Closing Companies and QBOA
      8. Working with Wholesale Billing
   2. Chapter 12: Adding Companies to the QBOA Client List
      1. Adding a Client’s Company to the Client List
      2. Importing QuickBooks Desktop Information into QBO
      3. Switching between Client QBO Companies
   3. Chapter 13: Exploring a Client’s Company from QBOA
      1. Opening a Client’s Company
      2. Reviewing a Client QBO Company
   4. Chapter 14: Working in a Client’s Company
      1. Making Navigation Easy
      2. Examining Available Transaction Types
      3. Searching for Transactions
      4. Making Client Notes
      5. Communicating with a Client
   5. Chapter 15: Using Accountant Tools
      1. Reporting and Paying Sales Taxes
      2. Managing Your Practice
      3. Facilitating Accountant Activities
6. Part 4: The Part of Tens
   1. Chapter 16: Almost Ten Things about the Chrome Browser Interface
      1. Understanding Users
      2. Windows and Tabs
      3. Using the Omnibox to Visit a Web Page
      4. Using the Omnibox to Search the Web
      5. What’s the Star?
      6. Examining the Chrome Menu
      7. About Signing In to (and Out of) Chrome
      8. Using the Chrome Web Store
      9. Selecting a Theme
   2. Chapter 17: Ten or so Ways to Use Chrome Effectively
      1. Setting a Home Page
      2. Chrome and Security
      3. Chrome and Privacy
      4. Using Bookmarks in Chrome
      5. Duplicating and Pinning Tabs
      6. Using Chrome on Multiple Monitors
      7. Working with Chrome Users
      8. Zooming In and Out
      9. Downloading Files
7. Appendix A: QBO, QuickBooks Desktop, and Data Conversion
   1. What Doesn’t Import
   2. Features Not Fully Available in QBO
   3. Looking at List Limitations
   4. Exploring Payroll Conversion
   5. Examining Inventory and the Items List
   6. Examining Other Special Cases
8. Index
9. About the Author
10. Advertisement Page
11. Connect with Dummies
12. End User License Agreement