QuickBooks Online For Dummies, 2027 Edition

11 ed
ISBN: 978-1-394-44958-3
Verlag: John Wiley & Sons Inc

Buch, Englisch, 400 Seiten, Format (B × H): 187 mm x 234 mm, Gewicht: 718 g

Get your business finances organized with QuickBooks Online the easy way

Running a business means keeping your finances in order, and cloud accounting makes that easier than ever. QuickBooks Online For Dummies, 2027 Edition walks you through every feature of this popular platform with friendly, step-by-step guidance. Whether you're setting up QuickBooks Online for the first time or looking to get more out of your subscription, you'll find everything you need right here.

From choosing the right subscription plan to creating invoices, recording sales receipts, paying bills, and understanding key features including AI, this guide has you covered. You'll get the hang of tracking your business checkbook and credit cards, processing payroll, preparing tax returns, and generating financial reports. Plus, you'll pick up handy tips for job estimating, billing, budgeting, and backing up your data.

Inside: - Learn how to set up inventory items and manage credit memos to keep your accounts running smoothly
- Discover tools for balancing accounts and building budgets that help you make smarter financial decisions
- Create professional invoices, track payments, and record sales receipts with easy-to-follow instructions
- Explore payroll processing features and simplify your payroll tax return preparation step by step
- Find tips for printing checks, tracking credit cards, and backing up all your important financial data

Whether you're a business owner, manager, or employee using QuickBooks Online for the first time or looking to sharpen your skills, this friendly guide puts cloud accounting at your fingertips from any device.

Autoren/Hrsg.

Ringstrom, David H.

Fachgebiete

• Mathematik | Informatik EDV | Informatik Professionelle Anwendung

Inhaltsverzeichnis

Introduction 1

Part 1: Running Your Business with QuickBooks 7
CHAPTER 1: Setting the Stage in QuickBooks 9
CHAPTER 2: Invoicing Customers and Getting Paid 25
CHAPTER 3: Processing Expenses, Bills, and Vendor Payments 57
CHAPTER 4: Tackling Payroll Chores 71
CHAPTER 5: Handling Bank Accounts, Deposits, and Transfers 89
CHAPTER 6: Exploring QuickBooks Charts and Reports 101
CHAPTER 7: Enhancing and Connecting QuickBooks 115
CHAPTER 8: Automating Repetitive Decisions 129
CHAPTER 9: Thinking with AI 141

Part 2: Streamlining Everyday QuickBooks Work 153
CHAPTER 10: Overseeing Users, Custom Fields, and Multicurrency 155
CHAPTER 11: Reducing Manual Data Entry 167

Part 3: Managing and Planning Your Business 179
CHAPTER 12: Optimizing Purchase Orders, Price Rules, and Inventory 181
CHAPTER 13: Tracking Performance with Projects, Classes, and Locations 195
CHAPTER 14: Formulating Budgets 207

Part 4: Getting More from QuickBooks 217
CHAPTER 15: Leveraging QuickBooks Online Advanced 219
CHAPTER 16: Unlocking Advanced Tools and Taming Tasks 231
CHAPTER 17: Building Custom Charts and Reports 251
CHAPTER 18: Syncing QuickBooks Data with Excel 261

Part 5: Running Your Accounting Practice 279
CHAPTER 19: Administering Your Practice 281
CHAPTER 20: Working in Clients' Books 293
CHAPTER 21: Managing Your Firm 305

Part 6: Exploring QuickBooks Data with Excel 311
CHAPTER 22: Unleashing Your Data in Excel 313
CHAPTER 23: Taming QuickBooks Analysis with Power Query 325

Part 7: The Part of Tens 337
CHAPTER 24: Ten Common Journal Entries 339
CHAPTER 25: Ten Things QuickBooks Won't Tell You 347
CHAPTER 26: Ten Things to Remember about AI 355

Index 365

Über Autor(innen)

David H. Ringstrom, CPA, is an author, educator, and consultant specializing in Microsoft Excel and QuickBooks. He is the author of 11 books, including Microsoft 365 Excel For Dummies. He teaches webinars for business professionals and develops Excel curriculum for college students.