QuickBooks Online for Dummies

Title Page
Copyright Page
Table of Contents
Introduction
	About This Book
	Foolish Assumptions
	Icons Used in This Book
	Beyond the Book
	Where to Go from Here
Part 1 Getting Started with QBO and QBOA
	Chapter 1 Introducing QBO and QBOA
		QBO for the Client and QBOA for the Accountant
			Comparing interfaces
			Taking a look at QBO Desktop and QBO Mobile
		Understanding the Cloud
		Should You Move to the Cloud?
		System Requirements
	Chapter 2 Embracing the QBO/QBOA Format
		It’s All about Subscriptions
			The Self-Employed version
			The Simple Start version
			The Essentials version
			The Plus version
			The Advanced version
			Simple Start, Essentials, Plus, and Advanced with Payroll
		What Does It Cost?
		Addressing Payroll Needs
		Switching from QuickBooks Desktop
		Where Add-On Apps Fit In
Part 2 Managing the Books for the End User
	Chapter 3 Creating a Client Company in QBO
		Signing Up for QBO
		Setting Up a New Company
		Understanding the Dashboard Page
		Establishing Company Settings
			Examining company preferences
			Examining billing and subscription settings and usage limits
			Setting sales preferences
			Taking a look at expense preferences
			Examining options to receive customer payments
			Reviewing advanced preferences
		Working with Multiple Currencies
			How the Multicurrency feature changes QBO
			Turning on the Multicurrency feature
			Setting up currencies
			Using multiple currencies
		Updating the Chart of Accounts
		Taking Advantage of QuickBooks Labs
		Signing In to and Out of QBO
	Chapter 4 Managing List Information
		Importing People into a List
		Adding New People to a List
			Creating a new customer
			Using customer types
			Adding sub-customers
		Searching Lists for People
			Working with a particular person
			Sorting a list
			Exporting a list to Excel
			Working with a batch of people
		Changing Settings for People Lists
		Working with Products and Services Items
			Establishing categories
			Setting up sales taxes
			Adding service and non-inventory items
			Creating an inventory item
			Working with bundles
			Changing item types
			Using pricing rules
			Adjusting inventory item information
		A Look at Other Lists
	Chapter 5 Dealing with the Outflow of Money
		Writing a Check
			Assigning a check to accounts or items
			Writing a check for an outstanding bill
		Creating an Expense
		Entering a Purchase Order
			Turning on the purchase order feature
			Creating a purchase order
			Working with partial purchase orders
		Entering and Paying Bills
			Entering a bill
			About recurring transactions
			Recording a vendor credit
			When a vendor issues a refund check . . .
			Paying bills
	Chapter 6 Managing the Inflow of Money
		Managing Projects
			Turning on projects in QBO
			Enabling projects in Customer lists
			Converting sub-customers to projects
			Setting up a project
			Adding transactions to a project
			Projects and reporting
		Getting Started with Sales Transactions
			Customizing forms to handle subtotals
			Preparing an invoice
			Recording a customer payment
			Managing invoice status
			Working with estimates
			Creating a progress invoice
			Working with sales receipts
		Giving Money Back to a Customer
			Recording a credit memo
			Issuing a refund to a customer
		Creating Billable Time Entries
			Entering a single time activity
			Using a timesheet to record time
		Adding a Billable Expense to an Invoice
	Chapter 7 Working in Registers
		Understanding Registers
		Entering and Editing Transactions
			Entering a transaction
			Editing a transaction
		Other Things You Can Do in a Register
			Sorting transactions
			Filtering transactions
			Printing a register
	Chapter 8 Handling Bank and Credit Card Transactions
		Controlling the Appearance of Bank Accounts
		Connecting QBO Accounts to Financial Institutions
			Connecting . . . or not connecting
			Connecting Bank or Credit Card accounts
			When you can’t connect directly . . .
		Converting Receipts to Transactions
		Managing Downloaded Activity
			Excluding transactions
			Including transactions
			When QBO guesses correctly . . .
			When QBO doesn’t know . . .
			Establishing rules to accept transactions
			Fixing mistakes
		Making a Bank Deposit
		Reconciling a Bank Account
		Tagging Transactions
	Chapter 9 Paying Employees and Contractors
		Understanding the Employee Payroll Process
		Getting Started with QBO Payroll (QBOP)
			Turning on QBOP
			Setting payroll preferences
			Setting up payroll taxes
		Preparing Payroll
			Recording payroll information
			Reviewing and generating payroll checks
			Establishing or Correcting Payroll Exemptions
			Printing payroll reports
		Managing Payroll Taxes
			Paying payroll taxes
			Viewing payroll tax forms
		Paying Contractors
			Setting up 1099 contractors
			Paying contractors
			Reporting on 1099 vendor payments
			Preparing 1099s
	Chapter 10 How’s the Business Doing?
		Quickly Review Income and Expenses
		Finding the Report You Want
			Examining standard reports
			Finding reports you customize
			Taking a look at management reports
			Searching for a report
		Printing a Report
			Customizing a report
			Exporting to Excel
			Saving a customized report
Part 3 Managing the Books for the Accountant
	Chapter 11 Setting Up Shop in QBOA
		Signing Up for and into QBOA
		Examining the QBOA Interface
			Working with the Your Practice view
			Working with Your Books
		Setting Up Your Team
		Controlling the Appearance of the Client List
		Understanding and Using the Free QBOA Company
		Working with the Sample Company
		Closing Companies and QBOA
		Working with Wholesale Billing
			Signing up for Wholesale Billing
			Adding existing clients to your Wholesale Billing subscription
			Removing clients from your Wholesale Billing subscription
			Working with your Wholesale Billing history
			Stop using Wholesale Billing
	Chapter 12 Adding Companies to the QBOA Client List
		Adding a Client’s Company to the Client List
			Having a client invite you to be the accountant user
			Inviting a client to your practice
			Transferring master administrator rights back to your client
		Importing QuickBooks Desktop Information into QBO
			General conversion considerations
			An overview of what won’t import
			Updating your edition of QuickBooks Desktop
			Transferring data from a desktop company into QBO
			After converting . . .
		Switching between Client QBO Companies
	Chapter 13 Exploring a Client’s Company from QBOA
		Opening a Client’s Company
		Reviewing a Client QBO Company
			Taking a look at the Client Overview page
			Examining company setup information
			Taking a look at the Chart of Accounts
			Reviewing list information
			Exporting and importing bank feed rules
	Chapter 14 Working in a Client’s Company
		Making Navigation Easy
			Using keyboard shortcuts
			Opening multiple windows
			Working in two companies simultaneously
		Examining Available Transaction Types
		Searching for Transactions
		Making Client Notes
		Communicating with a Client
	Chapter 15 Using Accountant Tools
		Reporting and Paying Sales Taxes
		Managing Your Practice
			Understanding the Grid view
			Creating projects and tasks
			Updating task status
			Editing and deleting project information
			Working in the List view
			Working in the Calendar view
			Communicating with team members about work
		Facilitating Accountant Activities
			Reviewing reports
			Examining voided and deleted transactions
			Closing the books
			Month-End Review
			Transaction Review
			Account Reconciliation
			Final Review
			Reclassifying transactions
			Writing off invoices
			Understanding the Prep for Taxes page
			A brief look at other accountant tools
Part 4 The Part of Tens
	Chapter 16 Ten Things about the Chrome Browser Interface
		Understanding Users
		Windows and Tabs
		Using the Omnibox to Visit a Web Page
		Using the Omnibox to Search the Web
		What’s the Star?
		Full-Screen Mode
		Accessing Your Browsing History
		Examining the Chrome Menu
		About Signing In to (and Out of) Chrome
			Creating a Google account
			Signing In to Chrome
			Signing Out of Chrome
		Using the Chrome Web Store
	Chapter 17 Ten Ways to Use Chrome Effectively
		Setting a Home Page
		Automatically Opening Excel Reports Exported from QBO
		Using Keyboard Shortcuts
		Chrome and Security
		Chrome and Privacy
			Handling cookies
			Chrome and JavaScript
			Flash
			Working in Incognito mode
			Deleting browsing history
			Reviewing miscellaneous privacy settings
			Using Google tools to manage privacy
		Using Bookmarks in Chrome
			Creating a bookmark
			Displaying the Bookmarks bar
			Importing bookmarks
			Managing bookmarks
		Duplicating and Pinning Tabs
		Using Chrome on Multiple Monitors
		Working with Chrome Users
			Adding a Chrome user
			Opening a different user
			Switching to a different user
			Removing a user you no longer need
		Zooming In and Out
		Downloading Files
Appendix A QBO, QuickBooks Desktop, and Data Conversion
Index
EULA