QuickBooks Online For Dummies, 2025 Edition, 10th Edition

Table of contents

1. Cover
2. Title Page
3. Copyright
4. Introduction
   1. About QuickBooks Online
   2. About This Book
   3. Foolish Assumptions
   4. Icons Used in This Book
   5. Where to Go from Here
   6. Beyond the Book
5. Part 1: Core Functionality
   1. Chapter 1: Beginning Your Journey with QuickBooks
      1. QuickBooks Online Overview
      2. Considering QuickBooks Pricing
      3. Comparing QuickBooks Features
      4. Customizing Your Chart of Accounts
      5. Tailoring Your QuickBooks Environment
      6. Customizing Sales Forms
      7. Getting Attached
   2. Chapter 2: Tracking Sales and Accounts Receivable
      1. Managing Customers
      2. Setting Up Sales Tax
      3. Working with Non-Inventory Products and Services
      4. Creating Sales Transactions
      5. Writing Off Bad Debt
      6. Generating Estimates
   3. Chapter 3: Logging Expenses, Checks, and Credit Card Charges
      1. Working with Vendors
      2. Understanding Accounts Payable
      3. Recording Checks, Expenses, and Credit Card Charges
      4. Recording Vendor Credits and Refunds
   4. Chapter 4: Paying Employees and Contractors
      1. Getting Started with QuickBooks Payroll
      2. Preparing Payroll
      3. Administering Payroll Taxes
      4. Facilitating Contractor Compensation
      5. Submitting 1099 Forms for Contractors
   5. Chapter 5: Mastering Banking Tasks and Account Reconciliations
      1. Establishing Bank and Credit Card Accounts
      2. Synchronizing with Financial Institutions
      3. Reviewing Your Bank and Credit Card Transactions
      4. Reconciling Bank or Credit Card Accounts
   6. Chapter 6: Leveraging QuickBooks Reports
      1. Reviewing the Reports Screen
      2. Interacting with Reports
      3. Charting Your Business
      4. Tagging Transactions
   7. Chapter 7: Implementing Apps and Automation
      1. Investigating QuickBooks Online Apps
      2. Implementing Rules for Downloaded Activities
      3. Converting Paper and Electronic Documents into Transactions
      4. Transferring Data Between QuickBooks and External Sources
6. Part 2: QuickBooks Online EssentialsFeatures
   1. Chapter 8: Managing Users, Multicurrency, and Custom Fields
      1. Managing User Rights
      2. Working with Multiple Currencies
      3. Activating Custom Fields
   2. Chapter 9: Working with Recurring Transactions, Bundles, and Time Tracking
      1. Establishing Recurring Transactions
      2. Bundling Products and Services
      3. Enabling Time Tracking
      4. Creating Billable Time Entries
7. Part 3: QuickBooks Online Plus Features
   1. Chapter 10: Monitoring Inventory and Managing Purchase Orders
      1. Working with Physical Inventory Items
      2. Perfecting Price Rules
      3. Recording Inventory Transactions
      4. Procuring with Purchase Orders
   2. Chapter 11: Employing Classes, Locations/Departments, and Projects
      1. Tracking Transactions with Classes
      2. Looking at Track Locations/Departments
      3. Managing Projects
   3. Chapter 12: Formulating Budgets and Planning Cash Flow
      1. Creating a Budget
      2. Populating a Budget
      3. Importing a Budget
      4. Maintaining and Reporting on Budgets
      5. Estimating Future Cash Flow
8. Part 4: QuickBooks Online Advanced Features
   1. Chapter 13: Administering the Desktop App, Backups, and Customizable Security
      1. Installing the Desktop App
      2. Utilizing QuickBooks Online Backup
      3. Customizing User Security Privileges
   2. Chapter 14: Generating Custom Reports and Charts
      1. Introducing the Custom Report Builder
      2. Pivoting a Report
   3. Chapter 15: Tailoring Tasks, Workflows, and Other Advanced Features
      1. Exploring the Tasks Feature
      2. Utilizing the Workflow Automation Feature
      3. Crafting Enhanced Custom Fields
      4. Recording Expense Claims
      5. Batching Transactions
      6. Recognizing Revenue
      7. Tracking Fixed Assets and Calculating Depreciation
   4. Chapter 16: Synchronizing QuickBooks and Excel
      1. Getting Started with Spreadsheet Sync
      2. Creating Refreshable Reports in Excel
      3. Managing List Records with Spreadsheet Sync
      4. Reviewing, Editing, and Creating Transactions
      5. Creating or Editing Consolidated Budgets
9. Part 5: QuickBooks Online Accountant Features
   1. Chapter 17: Coordinating Client and Team Management
      1. Getting Started with QuickBooks Online Accountant
      2. Adding Companies to the Client List
      3. Customizing the Client List
      4. Removing Clients from the Client List
      5. Leveraging QuickBooks Ledger
      6. Accessing Clients’ Books
      7. Transferring Admin Rights
      8. Setting Up Your Team
   2. Chapter 18: Utilizing Accountant Tools and Screens
      1. Understanding the Dual Sidebar Menus
      2. Accessing Your Clients’ Books
      3. Accessing Accountant Tools
      4. Graphing Your Clients’ Financial Data
   3. Chapter 19: Orchestrating Practice Management
      1. Introducing the Work Screen
      2. Communicating with Team Members about Work
      3. Optimizing Your Free QuickBooks Online Advanced Subscription
10. Part 6: Microsoft Excel Analysis
    1. Chapter 20: Analyzing QuickBooks Data in Excel
       1. Disabling Protected View in Microsoft Excel
       2. Filtering Data
       3. Preparing QuickBooks Reports for Analysis
       4. Summarizing Data with PivotTables
    2. Chapter 21: Automating QuickBooks Analysis with Power Query
       1. Introducing Power Query
       2. Automating QuickBooks Report Analysis
       3. Analyzing and Adjusting Power Query Results
       4. Keeping Power Query Results Current
11. Part 7: The Part of Tens
    1. Chapter 22: Ten Common Journal Entries
       1. Understanding Debits and Credits
       2. Creating Journal Entries
       3. Correcting a Bank Balance
       4. Adjusting Asset or Liability Accounts
       5. Recording a Recurring Fee
       6. Entering Petty Cash Expenditures
       7. Recording a Prepaid Expense
       8. Amortizing a Prepaid Expense
       9. Maintaining an Allowance for Doubtful Accounts
       10. Writing Off Bad Debt
       11. Posting Depreciation
    2. Chapter 23: Ten Cool Chrome Shortcuts
       1. Speeding Up Surfing
       2. Accessing Downloads and History
       3. Working with Tabs
12. Index
13. About the Author
14. Connect with Dummies
15. End User License Agreement