QuickBooks Online For Dummies (UK), UK Edition

 
 
Standards Information Network (Verlag)
  • 1. Auflage
  • |
  • erschienen am 24. Juli 2019
  • |
  • 448 Seiten
 
E-Book | PDF mit Adobe-DRM | Systemvoraussetzungen
978-1-119-62127-0 (ISBN)
 
Effectively manage business finances with Quickbooks If you need a guide for essential bookkeeping, QuickBooks Online For Dummies, UK Edition helps you get finances under control. This book offers guidance in the areas of budgeting, payroll, taxes, inventory, accounts and more. It assists small business owners, accountants and bookkeepers who could benefit from QuickBooks Online tutorials. It provides easy-to-follow and practical instruction using the QuickBooks cloud-based solution. Track and control finances alerts, reminders, and detailed reports for a clear view into the financial status of your business.
1. Auflage
  • Englisch
  • Newark
  • |
  • USA
John Wiley & Sons Inc
  • Für Beruf und Forschung
  • 29,72 MB
978-1-119-62127-0 (9781119621270)
weitere Ausgaben werden ermittelt
Elaine Marmel is President of Marmel Enterprises, LLC, an organisation that specialises in technical writing and software training. Elaine has an MBA from Cornell University and has trained more than 600 employees to use computer systems. Elaine has authored and co-authored over ninety books.
  • Intro
  • 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
  • Simple Start, Essentials, and Plus 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
  • 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
  • Editing an existing customer
  • 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 VAT and CIS
  • Adding service and non-stock items
  • Creating a stock item
  • Working with bundles
  • Changing item types
  • Adjusting stock item information
  • A Look at Other Lists
  • Chapter 5 Dealing with the Outflow of Money
  • Tracking the Cheques You Write
  • Assigning a cheque to accounts or items
  • Recording a cheque 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 supplier credit
  • When a supplier issues a refund cheque . . .
  • 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
  • Customising 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 note
  • 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 with Account Histories
  • Understanding Account Histories
  • Entering and Editing Transactions
  • Entering a transaction
  • Editing a transaction
  • Other Things You Can Do in an Account History
  • Sorting transactions
  • Filtering transactions
  • Printing an account history
  • 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 . . .
  • 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
  • Chapter 9 Paying Your Employees
  • Distinguishing Employees from Contractors
  • Understanding QuickBooks Payroll, Advanced Payroll, and PaySuite
  • Finding Out Whether You Have QuickBooks Online Payroll or PaySuite
  • Understanding the Employee Payroll Process
  • Getting Started with QuickBooks Payroll
  • Turning On QuickBooks Payroll
  • Adding an employee
  • Creating payslips
  • Filing with HMRC
  • Printing Payroll Reports
  • Chapter 10 How's the Business Doing?
  • Quickly Review Income and Expenses
  • Finding the Report You Want
  • Examining standard reports
  • Finding reports you customise
  • Taking a look at management reports
  • Searching for a report
  • Printing a Report
  • Customising a report
  • Saving a customised 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 the Your Books view
  • 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 VAT
  • Setting up a client for reporting and paying VAT
  • Editing the client's VAT settings
  • Submitting a client's VAT return to HMRC
  • 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
  • Reclassifying transactions
  • Examining voided and deleted transactions
  • Writing off invoices
  • Closing the books
  • Reviewing reports
  • A brief look at other accountant tools
  • Part 4 The Part of Tens
  • Chapter 16 Almost 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?
  • 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
  • Selecting a Theme
  • Chapter 17 Ten Ways to Use Chrome Effectively
  • Setting a Home Page
  • 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
  • What Doesn't Import
  • Features Not Fully Available in QBO
  • Looking at List Limitations
  • Chart of Accounts
  • Customers and jobs
  • Group Items
  • Inactive list elements
  • Other names
  • Recurring transactions
  • Ship Via list
  • Subtotals
  • Suppliers
  • Types for customers, jobs, and suppliers
  • Exploring Payroll Conversion
  • Completing payroll setup
  • Special payroll notes
  • Examining Inventory and the Items List
  • Examining Other Special Cases
  • Bills
  • Bill payments
  • Budgets
  • Closing date
  • Credit card charges
  • Custom fields
  • Customised sales form templates
  • Discounts
  • Documents
  • Finance charges
  • Invoices
  • Journal entries
  • Merchant account service
  • Multicurrency
  • Pending sales
  • Print mailing labels
  • Purchase orders
  • Receive items
  • Reimbursable expenses
  • Reports
  • Report customisation
  • Sales rep
  • Tax support
  • Terms
  • Write letters
  • Index
  • EULA

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