QuickBooks Online For Dummies. Elaine Marmel

QuickBooks Online For Dummies

12-13: A sample of the email message you receive after exporting a deskt...

13 Chapter 13FIGURE 13-1: You can click the QuickBooks logo to the left of the client’s name...FIGURE 13-2: In a QBO client company, the top of the Client Overview page shows...FIGURE 13-3: The Banking Activity section of the Client Overview page.FIGURE 13-4: The Common Issues section of the Client Overview page.FIGURE 13-5: The Transactions section of the Client Overview page.FIGURE 13-6: The Gear menu.FIGURE 13-7: The Account and Settings dialog box for a client QBO company.FIGURE 13-8: Usage limits go into effect in April, 2019.FIGURE 13-9: Review and, if necessary, make changes to settings on the Advanced...FIGURE 13-10: From the Chart of Accounts page, you can add and edit accounts.FIGURE 13-11: The Import Accounts page.FIGURE 13-12: Map the fields in your file to the fields in QBO.FIGURE 13-13: To edit an account, use the down arrow in the Action column.FIGURE 13-14: Use this page to set up account numbers for the Chart of Accounts...FIGURE 13-15: The Customers page.FIGURE 13-16: Use this page to open any list other than the Customers, Vendors,...FIGURE 13-17: Use this page to export rules from one client and import them int...

14 Chapter 14FIGURE 14-1: Keyboard shortcuts you can use while working in a client QBO compa...FIGURE 14-2: Use the New Window command while working in a QBO company to dupli...FIGURE 14-3: Two windows pinned side by side.FIGURE 14-4: To work in two companies at the same time, you can use two browser...FIGURE 14-5: The transactions you can create while working in a QBO company.FIGURE 14-6: Type any phrase you want to use as a search filter or click Advanc...FIGURE 14-7: Set criteria for a more specifically defined search.FIGURE 14-8: The page where you create a client note.FIGURE 14-9: Use this panel to communicate with a QBO client in a general way.FIGURE 14-10: A preview of a Client Request message.FIGURE 14-11: A Client Request in a client’s QBO company.FIGURE 14-12: The panel your client uses to respond to a Client Request you gen...FIGURE 14-13: The Shared Documents page in a client QBO company after an accoun...

15 Chapter 15FIGURE 15-1: Reviewing a sales tax return.FIGURE 15-2: Use this dialog box to record a sales tax payment.FIGURE 15-3: The Grid view of the Work page in QBOA.FIGURE 15-4: Creating a project using a template.FIGURE 15-5: Supply a task name and due date, and assign it to a team member of...FIGURE 15-6: Click a task to edit or delete it, or drag it to reorder it.FIGURE 15-7: Use the down arrow on a task or project card to display the list o...FIGURE 15-8: Delete or duplicate a project or create a template from it.FIGURE 15-9: The Work page in List view.FIGURE 15-10: Calendar view presents project tasks by due date.FIGURE 15-11: Set up email notifications for team members regarding work.FIGURE 15-12: The Accountant Tools menu contains commands specifically designed...FIGURE 15-13: Accountant-oriented reports available in QBOA.FIGURE 15-14: Use the Audit Log to view all kinds of activity in the QBO compan...FIGURE 15-15: Setting a closing date.FIGURE 15-16: Transaction Review shows you potentially problematic transactions...FIGURE 15-17: Account Reconciliation allows you to monitor the status of bank a...FIGURE 15-18: Final Review serves as a checklist for reports you wish to review...FIGURE 15-19: Use this page to reclassify transactions.FIGURE 15-20: Writing off invoices.FIGURE 15-21: Confirm that you want to write off the selected invoices.FIGURE 15-22: The Documents menu allows you to upload supporting materials.FIGURE 15-23: The Review & Adjust tab of the Prep for Taxes page.FIGURE 15-24: The Grouping and Statements page of the Prep for Taxes page.FIGURE 15-25: The Tax Mapping tab of the Trial Balance page.

16 Chapter 16FIGURE 16-1: Reviewing the Chrome interface.FIGURE 16-2: When you open a new Chrome window, two instances of Chrome run sim...FIGURE 16-3: The Google Chrome Menu.FIGURE 16-4: Access the various settings related to your Google account by way ...FIGURE 16-5: Click the icon that represents your Google account and then click ...FIGURE 16-6: Use this dialog box to clear your browsing data from the local com...FIGURE 16-7: You can view and enable or disable extensions from the Settings pa...

17 Chapter 17FIGURE 17-1: Adding the Home button and setting a Home page.FIGURE 17-2: Choose Always Open Files of This Type to have exported reports ope...FIGURE 17-3: Manage the location of your downloads, as well as the ability for ...FIGURE 17-4: An Incognito window.FIGURE 17-5: Use your browsing history to revisit a web page you visited previo...FIGURE 17-6: Use this dialog box to delete browsing history.FIGURE 17-7: Use this page to identify websites whose pop-ups you want to allow...FIGURE 17-8: This dialog box appears when you create a bookmark.FIGURE 17-9: Take advantage of the Bookmarks bar.FIGURE 17-10: Opt to display the Bookmarks bar on all tabs in Chrome.FIGURE 17-11: Use this dialog box to identify what you want to import.FIGURE 17-12: The Bookmark Manager.FIGURE 17-13: Duplicate a browser tab in Chrome.FIGURE 17-14: Use this dialog box to start the process of adding a user.FIGURE 17-15: Establish settings for the new user.FIGURE 17-16: To initiate switching users, use the Current User button.FIGURE 17-17: Use this window to select a Chrome user.FIGURE 17-18: You can instruct Chrome to allow you to choose where to save file...FIGURE 17-19: Files you’ve downloaded using Chrome.