| Introduction |
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| Part 1: Getting Started With QBO And QBOA |
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5 | (28) |
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Chapter 1 Introducing QBO and QBOA |
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7 | (12) |
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QBO for the Client and QBOA for the Accountant |
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7 | (6) |
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8 | (2) |
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Taking a look at QBO Desktop and QBO Mobile |
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10 | (3) |
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13 | (1) |
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Should You Move to the Cloud? |
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14 | (1) |
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15 | (4) |
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Chapter 2 Embracing the QBO/QBOA Format |
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19 | (14) |
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It's All about Subscriptions |
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19 | (7) |
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The Self-Employed version |
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20 | (3) |
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23 | (1) |
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24 | (1) |
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24 | (1) |
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25 | (1) |
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Simple Start, Essentials, Plus, and Advanced with Payroll |
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26 | (1) |
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26 | (2) |
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28 | (1) |
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Switching from QuickBooks Desktop |
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29 | (1) |
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30 | (3) |
| Part 2: Managing The Books For The End User |
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33 | (234) |
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Chapter 3 Creating a Client Company in QBO |
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35 | (38) |
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36 | (2) |
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38 | (3) |
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Understanding the Dashboard Page |
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41 | (4) |
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Establishing Company Settings |
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45 | (11) |
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Examining company preferences |
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45 | (1) |
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Examining billing and subscription settings and usage limits |
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45 | (1) |
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Setting sales preferences |
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46 | (6) |
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Taking a look at expense preferences |
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52 | (1) |
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Examining options to receive customer payments |
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53 | (1) |
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Reviewing advanced preferences |
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54 | (2) |
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Working with Multiple Currencies |
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56 | (7) |
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How the Multicurrency feature changes QBO |
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58 | (1) |
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Turning on the Multicurrency feature |
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58 | (1) |
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59 | (1) |
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Using multiple currencies |
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60 | (3) |
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Updating the Chart of Accounts |
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63 | (6) |
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Taking Advantage of QuickBooks Labs |
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69 | (2) |
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Signing In to and Out of QBO |
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71 | (2) |
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Chapter 4 Managing List Information |
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73 | (38) |
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Importing People into a List |
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73 | (6) |
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Adding New People to a List |
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79 | (4) |
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79 | (2) |
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81 | (1) |
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82 | (1) |
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Searching Lists for People |
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83 | (6) |
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Working with a particular person |
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83 | (4) |
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87 | (1) |
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Exporting a list to Excel |
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87 | (1) |
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Working with a batch of people |
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88 | (1) |
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Changing Settings for People Lists |
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89 | (2) |
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Working with Products and Services Items |
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91 | (18) |
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92 | (1) |
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93 | (1) |
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Adding service and non-inventory items |
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94 | (3) |
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Creating an inventory item |
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97 | (2) |
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99 | (2) |
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101 | (2) |
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103 | (1) |
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Adjusting inventory item information |
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104 | (5) |
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109 | (2) |
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Chapter 5 Dealing with the Outflow of Money |
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111 | (26) |
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113 | (4) |
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Assigning a check to accounts or items |
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113 | (3) |
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Writing a check for an outstanding bill |
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116 | (1) |
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117 | (2) |
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Entering a Purchase Order |
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119 | (7) |
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Turning on the purchase order feature |
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120 | (1) |
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Creating a purchase order |
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121 | (1) |
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Working with partial purchase orders |
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122 | (4) |
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Entering and Paying Bills |
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126 | (11) |
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126 | (1) |
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About recurring transactions |
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127 | (4) |
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Recording a vendor credit |
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131 | (1) |
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When a vendor issues a refund check |
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132 | (2) |
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134 | (3) |
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Chapter 6 Managing the Inflow of Money |
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137 | (40) |
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137 | (7) |
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Turning on projects in QBO |
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138 | (1) |
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Enabling projects in Customer lists |
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139 | (1) |
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Converting sub-customers to projects |
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139 | (2) |
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141 | (1) |
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Adding transactions to a project |
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142 | (1) |
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143 | (1) |
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Getting Started with Sales Transactions |
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144 | (24) |
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Customizing forms to handle subtotals |
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145 | (2) |
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147 | (4) |
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Recording a customer payment |
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151 | (4) |
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155 | (2) |
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157 | (7) |
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Creating a progress invoice |
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164 | (2) |
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Working with sales receipts |
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166 | (2) |
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Giving Money Back to a Customer |
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168 | (4) |
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169 | (1) |
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Issuing a refund to a customer |
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170 | (2) |
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Creating Billable Time Entries |
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172 | (3) |
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Entering a single time activity |
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173 | (1) |
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Using a timesheet to record time |
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174 | (1) |
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Adding a Billable Expense to an Invoice |
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175 | (2) |
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Chapter 7 Working in Registers |
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177 | (14) |
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177 | (5) |
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Entering and Editing Transactions |
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182 | (4) |
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183 | (3) |
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186 | (1) |
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Other Things You Can Do in a Register |
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186 | (5) |
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186 | (1) |
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187 | (2) |
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189 | (2) |
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Chapter 8 Handling Bank and Credit Card Transactions |
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191 | (34) |
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Controlling the Appearance of Bank Accounts |
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191 | (1) |
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Connecting QBO Accounts to Financial Institutions |
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192 | (12) |
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Connecting ... or not connecting |
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193 | (1) |
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Connecting Bank or Credit Card accounts |
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193 | (6) |
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When you can't connect directly |
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199 | (5) |
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Managing Downloaded Activity |
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204 | (12) |
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206 | (1) |
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207 | (1) |
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When QBO guesses correctly |
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207 | (1) |
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207 | (3) |
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Establishing rules to accept transactions |
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210 | (5) |
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215 | (1) |
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216 | (3) |
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Reconciling a Bank Account |
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219 | (6) |
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Chapter 9 Paying Employees and Contractors |
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225 | (28) |
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Understanding the Employee Payroll Process |
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226 | (1) |
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Getting Started with QBO Payroll (QBOP) |
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226 | (10) |
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228 | (4) |
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Setting payroll preferences |
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232 | (2) |
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234 | (2) |
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236 | (8) |
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Recording payroll information |
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237 | (1) |
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Reviewing and generating payroll checks |
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237 | (3) |
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Correcting payroll exemptions (without calling Tech Support) |
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240 | (3) |
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243 | (1) |
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244 | (3) |
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244 | (2) |
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Preparing payroll tax forms |
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246 | (1) |
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247 | (6) |
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Setting up 1099 contractors |
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248 | (2) |
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250 | (1) |
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Reporting on 1099 vendor payments |
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250 | (2) |
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252 | (1) |
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Chapter 10 How's the Business Doing? |
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253 | (14) |
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Quickly Review Income and Expenses |
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253 | (1) |
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Finding the Report You Want |
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254 | (4) |
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Examining standard reports |
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255 | (1) |
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Finding reports you customize |
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256 | (1) |
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Taking a look at management reports |
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256 | (2) |
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258 | (1) |
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258 | (11) |
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259 | (4) |
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Saving a customized report |
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263 | (4) |
| Part 3: Managing The Books For The Accountant |
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267 | (96) |
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Chapter 11 Setting Up Shop in QBOA |
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269 | (24) |
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Signing Up for and into QBOA |
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270 | (2) |
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Examining the QBOA Interface |
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272 | (5) |
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Working with the Your Practice view |
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273 | (2) |
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Working with the Your Books view |
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275 | (2) |
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277 | (4) |
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Controlling the Appearance of the Client List |
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281 | (1) |
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Understanding and Using the Free QBOA Company |
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282 | (1) |
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Working with the Sample Company |
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283 | (1) |
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Closing Companies and QBOA |
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284 | (1) |
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Working with Wholesale Billing |
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285 | (8) |
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Signing up for Wholesale Billing |
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285 | (1) |
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Adding existing clients to your Wholesale Billing subscription |
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286 | (4) |
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Removing clients from your Wholesale Billing subscription |
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290 | (1) |
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Working with your Wholesale Billing history |
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291 | (1) |
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Stop using Wholesale Billing |
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292 | (1) |
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Chapter 12 Adding Companies to the QBOA Client List |
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293 | (22) |
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Adding a Client's Company to the Client List |
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293 | (9) |
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Having a client invite you to be the accountant user |
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294 | (3) |
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Inviting a client to your practice |
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297 | (2) |
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Transferring master administrator rights back to your client |
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299 | (3) |
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Importing QuickBooks Desktop Information into QBO |
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302 | (12) |
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General conversion considerations |
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303 | (2) |
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An overview of what won't import |
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305 | (3) |
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Updating your edition of QuickBooks Desktop |
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308 | (1) |
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Transferring data from a desktop company into QBO |
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309 | (3) |
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312 | (2) |
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Switching between Client QBO Companies |
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314 | (1) |
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Chapter 13 Exploring a Client's Company from QBOA |
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315 | (14) |
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Opening a Client's Company |
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315 | (1) |
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Reviewing a Client QBO Company |
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316 | (13) |
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Taking a look at the Client Overview page |
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316 | (3) |
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Examining company setup information |
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319 | (3) |
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Taking a look at the Chart of Accounts |
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322 | (4) |
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Reviewing list information |
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326 | (1) |
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Exporting and importing bank feed rules |
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327 | (2) |
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Chapter 14 Working in a Client's Company |
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329 | (12) |
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329 | (5) |
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329 | (1) |
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330 | (3) |
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Working in two companies simultaneously |
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333 | (1) |
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Examining Available Transaction Types |
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334 | (1) |
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Searching for Transactions |
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334 | (2) |
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336 | (1) |
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Communicating with a Client |
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337 | (4) |
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Chapter 15 Using Accountant Tools |
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341 | (22) |
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Reporting and Paying Sales Taxes |
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342 | (1) |
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343 | (10) |
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Understanding the Grid view |
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344 | (1) |
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Creating projects and tasks |
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345 | (4) |
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349 | (1) |
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Editing and deleting project information |
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349 | (1) |
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350 | (1) |
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Working in the Calendar view |
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351 | (1) |
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Communicating with team members about work |
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352 | (1) |
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Facilitating Accountant Activities |
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353 | (12) |
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Understanding the Prep for Taxes |
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353 | (3) |
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Reclassifying transactions |
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356 | (2) |
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Examining voided and deleted transactions |
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358 | (1) |
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358 | (1) |
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359 | (1) |
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360 | (2) |
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A brief look at other accountant tools |
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362 | (1) |
| Part 4: The Part Of Tens |
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363 | (36) |
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Chapter 16 Almost Ten Things about the Chrome Browser Interface |
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365 | (14) |
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366 | (1) |
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367 | (1) |
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Using the Omnibox to Visit a Web Page |
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368 | (1) |
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Using the Omnibox to Search the Web |
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368 | (1) |
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368 | (1) |
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Examining the Chrome Menu |
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369 | (1) |
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About Signing In to (and Out of) Chrome |
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370 | (5) |
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Creating a Google account |
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370 | (2) |
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372 | (1) |
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372 | (3) |
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Using the Chrome Web Store |
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375 | (2) |
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377 | (2) |
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Chapter 17 Ten or so Ways to Use Chrome Effectively |
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379 | (20) |
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379 | (2) |
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381 | (1) |
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382 | (5) |
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382 | (1) |
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383 | (1) |
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383 | (1) |
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Working in Incognito mode |
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383 | (1) |
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Deleting browsing history |
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384 | (2) |
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Reviewing miscellaneous privacy settings |
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386 | (1) |
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Using Google tools to manage privacy |
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387 | (1) |
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Using Bookmarks in Chrome |
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387 | (5) |
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387 | (1) |
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Displaying the Bookmarks bar |
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388 | (1) |
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389 | (1) |
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390 | (2) |
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Duplicating and Pinning Tabs |
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392 | (1) |
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Using Chrome on Multiple Monitors |
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393 | (1) |
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Working with Chrome Users |
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394 | (3) |
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394 | (1) |
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395 | (1) |
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Switching to a different user |
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396 | (1) |
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Removing a user you no longer need |
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396 | (1) |
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397 | (1) |
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398 | (1) |
| Appendix A: QBO, Quickbooks Desktop, And Data Conversion |
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399 | (18) |
| Index |
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