Your one-stop guide to taking your books into the cloud

QuickBooks Online For Dummies is the go-to for cloud-based small business accounting. Online accounting could be saving you time and money. Newcomers to QuickBooks Online will love this updated edition of the classic guide to making the most of mobile accounting, while accountants will appreciate the practice management features in QuickBooks Online Accountant. Dummies makes it easy to learn the programs key features, including getting started, creating invoices and credit memos, recording sales receipts, recording and paying bills, setting up inventory items, tracking business accounts and credit cards, printing checks, processing payroll and preparing payroll tax returns, building a budget, reconciling bank accounts, generating financial reports, job estimating, billing, and tracking, backing up your data, simplifying tax preparation, and beyond. Phew!Subscribe to QuickBooks online and enjoy the enhanced security and features of cloud-based accountingLearn all the ins and outs of the popular accounting software and transfer your data from QuickBooks Desktop or from spreadsheets like Microsoft Excel or Google DocsKeep solid records, prepare accurate reports, and budget to identify cost savingsAccess your accounting information from anywhere, on any deviceAnalyze your accounting reports in Microsoft Excel with PivotTables and Power QueryManage your accounting or bookkeeping practice with ease with the free QuickBooks Online Accountant version

This book is perfect for small business owners, managers, and employees who utilize QuickBooks Online and would like more fluid access to their business accounting. Bookkeepers and accountants would appreciate this quintessential resource as well.

David H. Ringstrom, CPA,is President of Accounting Advisors, Inc., a spreadsheet and database consulting firm. He is a Certified Public Accountant, a technical editor for theFor Dummiesbook series, and the author or co-author of five books, including previous editions ofQuickBooks Online For Dummies.

Introduction 1

Part 1: Getting Started with QuickBooks Online 5

Chapter 1: Welcome to QuickBooks Online 7

Chapter 2: Creating a QuickBooks Online Company 19

Chapter 3: Importing from QuickBooks Desktop and Sage 50 51

Part 2: Managing Your Books 59

Chapter 4: Customer, Vendor, and Employee Lists 61

Chapter 5: Managing Sales Tax, Services, and Inventory 87

Chapter 6: Invoicing Customers and Receiving Payments 121

Chapter 7: Paying Bills and Writing Checks 157

Chapter 8: Paying Employees and Contractors 181

Chapter 9: Working in Registers 209

Chapter 10: Administering Bank and Credit Card Accounts 225

Chapter 11: Synchronizing with Financial Institutions 239

Chapter 12: Working with Purchase Orders, Estimates, Projects, and Tags 275

Part 3: Budgeting, Reporting, and Analysis 311

Chapter 13: Creating Budgets in QuickBooks 313

Chapter 14: Utilizing QuickBooks Reports 321

Chapter 15: Analyzing QuickBooks Data in Excel 343

Part 4: Features for Accountants 359

Chapter 16: Introducing QB Accountant 361

Chapter 17: Managing Your Clients Books 387

Chapter 18: Practice Management 421

Chapter 19: Automating QuickBooks Analysis with Power Query 435

Part 5: The Part of Tens 453

Chapter 20: Ten Cool Chrome Shortcuts Plus Ten Bonus Excel Shortcuts 455

Index 463