QuickBooks Online For Dummies. David H. Ringstrom
Setting Up Sales Taxes Working with Products and Services Items Accessing Other Lists Chapter 5: Dealing with the Outflow of Money Getting Up and Running Writing a Check Creating an Expense Entering a Purchase Order Entering and Paying Bills Chapter 6: Managing the Inflow of Money Getting Started with Sales Transactions Giving Money Back to a Customer Working with Estimates Creating Billable Time Entries Managing Projects Chapter 7: Working in Registers Understanding Registers Customizing the Register View Entering and Editing Transactions Other Things You Can Do in a Register Chapter 8: Handling Bank and Credit Card Transactions Setting Up a Bank or Credit Card Account Making a Bank Deposit Reconciling a Bank Account Connecting QuickBooks Accounts to Financial Institutions Managing Downloaded Activity Converting Paper Receipts to Electronic Transactions Controlling the Appearance of Bank Accounts Tagging Transactions Chapter 9: Paying Employees and Contractors Understanding the Employee Payroll Process Getting Started with QuickBooks Payroll Preparing Payroll Managing Payroll Taxes Paying Contractors
7 Part 3: Reporting and Analysis Chapter 10: Evaluating How the Business Is Doing Reviewing Income and Expenses Finding the Report You Want Printing a Report Chapter 11: Analyzing QuickBooks Data in Excel Automatically Opening Excel Reports Exported from QuickBooks Sifting through Excel Reports Custom Reporting with Pivot Tables
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Part 4: Working in QuickBooks Online Accountant
Chapter 12: Setting Up Shop in QuickBooks Online Accountant
Registering for and Signing in to QuickBooks Online Accountant
Examining the QB Accountant Interface
Setting Up Your Team
Controlling the Appearance of the Client List
Understanding and Using the Free QB Accountant Company
Working with the Sample Company
Closing Companies in QB Accountant
Working with ProAdvisor Preferred Pricing
Chapter 13: Adding Companies to the QB Accountant Client List
Adding a Client’s Company to the Client List
Importing QuickBooks Desktop Data into QuickBooks Online
Switching between Client QuickBooks Companies
Chapter 14: Exploring a Client’s Company from QB Accountant
Opening a Client’s Company
Reviewing a Client’s QuickBooks Company
Chapter 15: Working in a Client’s Company
Making Navigation Easy
Examining Available Transaction Types
Searching for Transactions
Making Client Notes
Communicating with a Client
Chapter 16: Using Accountant Tools
Reporting and Paying Sales Taxes
Managing Your Practice
Facilitating Accountant Activities
Chapter 17: Automating QuickBooks Analysis with Power Query
Introducing Power Query
Connecting to QuickBooks