QuickBooks Online For Dummies. Elaine Marmel

QuickBooks Online For Dummies - Elaine Marmel


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      Most small business owners do something besides accounting; they sell products or services. Many small business owners address accounting only because they have to address it — to meet legal requirements, such as reporting earnings and paying employees.

      QuickBooks helps take the pain out of the process; in fact, accounting can become downright tolerable. And QuickBooks Online (QBO) makes accounting almost easy. Because QBO is a web-based product with mobile versions, you can securely do what you need to do from anywhere at any time of day. And, because QBO is web-based, you can easily share your data with your accountant — again, anywhere and at any time.

      In most cases, QuickBooks Desktop users who want to stick with something they know but now yearn for the flexibility of a web-based product won’t be disappointed. QBO’s functionality will feel very familiar to them, and they can migrate their QuickBooks Desktop company to QBO.

      Accountants can easily support QuickBooks clients via QuickBooks Online Accountant (QBOA), the sister product of QBO that enables seamless collaboration between accountants and their clients.

      Use this book to help you learn how to use QBO and QBOA.

      Intuit’s web-based accounting product is really two products: End users who want to do their accounting on the web or on mobile devices use QBO, whereas accountants use QBOA, which enables the accountant to log in to a client’s books and make changes and queries as needed. Although much of QBO and QBOA look and behave alike, QBOA incorporates tools that an accountant needs while working on a client’s books. And accountants need to manage multiple client companies, whereas end user clients typically do not.

      QBO and QBOA are not for everyone. Before you commit to Intuit’s web-based solution, you need to explore the available editions and examine the requirements for the products.

      The second part of the book focuses on using QBO and is aimed at the end user; but, the accountant who opens a client’s company via QBOA will be able to use the same tools that the end user uses to manage lists, enter transactions, and print reports.

      The third part of the book is aimed at the accountant and covers using QBOA.

      We don’t pretend to cover every detail of every feature in QBO or QBOA. Instead, we’ve focused on covering the tools we think most users will need as they navigate QBO and QBOA.

      

As we discuss in Chapter 2, there are different versions of QBO; we used QBO Plus as we wrote this book because that’s the version available in the sample company. As you’ll see in subsequent chapters, QBO Advanced adds even more features for those that need even more functionality. Users of other versions might find references in this book to features they don’t have because they aren’t using the Plus or Advanced versions.

      Before diving in, we have to get a few technical convention details out of the way:

       Text that you’re meant to type as it appears in the book is bold. The exception is when you’re working through a list of steps: Because each step is bold, the text to type is not bold.

       Web addresses and programming code appear in monofont. If you’re reading a digital version of this book on a device connected to the Internet, note that you can tap or click a web address to visit that website, like this: www.dummies.com.

       You can use QBO and QBOA from their Android and iOS apps, from the Windows desktop app (which works on Windows desktop computers, tablets, and laptops, but not on Windows phones), or from Chrome, Firefox, Safari, or Internet Explorer. At the time we wrote this book, a variety of issues existed if you tried to use QBO and QBOA with Microsoft Edge. In my experience, QBO and QBOA function best in Chrome. For that reason, we used Chrome


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