1 Chapter 2TABLE 2-1 Use Limits for Simple Start, Essentials, and Plus SubscriptionsTABLE 2-2 QuickBooks Online Subscription Pricing

      2 Chapter 8TABLE 8-1 An Acceptable Three-Column FormatTABLE 8-2 An Acceptable Four-Column Format

      3 Appendix ATABLE A-1 QuickBooks Desktop Data That Won’t Import

      1 Chapter 1FIGURE 1-1: The setup window for a newly created QuickBooks company.FIGURE 1-2: The first view an accountant has when opening QB Accountant.FIGURE 1-3: An open company in QuickBooks Online Accountant (QB Accountant).

      2 Chapter 2FIGURE 2-1: If you sign up for QBO on your own, you can turn on Payroll from th...FIGURE 2-2: Take a trip to the App Center to search for additional functionalit...FIGURE 2-3: Choose any app in the App Center to view the underlying details.

      3 Chapter 3FIGURE 3-1: Use the slider button to toggle between a short-term discount and a...FIGURE 3-2: Fill in the information needed to start the free trial.FIGURE 3-3: A loquacious wizard walks you through the setup process.FIGURE 3-4: This screen shows that you’ve prevailed over the Setup Wizard.FIGURE 3-5: Your Get Things Done page after you create your company.FIGURE 3-6: The Business Overview dashboard.FIGURE 3-7: Click the New button to create a new transaction.FIGURE 3-8: The Search tab of the Help pane.FIGURE 3-9: Click the Search button to search for previously entered transactio...FIGURE 3-10: Use the Settings menu to work with settings, lists, tools, and you...FIGURE 3-11: The Chart of Accounts page.FIGURE 3-12: The Chart of Accounts page in Batch Edit mode.FIGURE 3-13: The dialog box you use to create an account.FIGURE 3-14: Review company settings.FIGURE 3-15: Review QBO billing and subscription settings.FIGURE 3-16: Expense preferences you can control.FIGURE 3-17: The Advanced tab of the Account and Settings dialog box.FIGURE 3-18: The Sales page of the Account and Settings dialog box.FIGURE 3-19: Use this page to edit an existing form style or set up a new form ...FIGURE 3-20: The page you use to customize sales forms.FIGURE 3-21: Make changes in the emails your customers receive with their forms...FIGURE 3-22: Use this page to turn on features that aren’t yet available by def...FIGURE 3-23: Turning on Multicurrency.FIGURE 3-24: The Currencies page.FIGURE 3-25: Assigning a foreign currency to a new customer.FIGURE 3-26: Creating an invoice for a customer who uses a foreign currency.FIGURE 3-27: An invoice for a foreign-currency customer shows values in both th...FIGURE 3-28: Values in reports appear in your home currency.FIGURE 3-29: QuickBooks establishes separate A/R accounts for transactions invo...

      4 Chapter 4FIGURE 4-1: It’s easy to import vendors.FIGURE 4-2: The Import Vendors page.FIGURE 4-3: A file showing the format you need to import list information succe...FIGURE 4-4: A file showing the format you need to import list information succe...FIGURE 4-5: Match the fields in your data file with QuickBooks fields.FIGURE 4-6: The records imported from your data file.FIGURE 4-7: QuickBooks imports as many records as it can and shows you any reco...FIGURE 4-8: The Customers page allows you to manage existing customers and add ...FIGURE 4-9: Use this dialog box to enter information for a new customer.FIGURE 4-10: To find a particular record in a list, use the Search box that app...FIGURE 4-11: The Transaction List tab shows transactions associated with the se...FIGURE 4-12: Enabling the Attachments column on the Transaction List.FIGURE 4-13: Displaying a list’s Split View.FIGURE 4-14: Exporting a vendor list to Excel.FIGURE 4-15: Performing an action for several customers.FIGURE 4-16: The settings menu allows you to hide or display certain columns.FIGURE 4-17: Adjusting the width allotted to the vendor’s name on the Vendors p...FIGURE 4-18: The Products and Services list.FIGURE 4-19: The Product Categories page.FIGURE 4-20: Select a type of item to create.FIGURE 4-21: Use this panel to create a noninventory item.FIGURE 4-22: You can indicate if you sell an item, and if so set a description ...FIGURE 4-23: Add purchasing information for the item.FIGURE 4-24: Supply Initial Quantity on Hand and Inventory Asset Account inform...FIGURE 4-25: The Track Inventory Quantity On Hand setting enables Plus and Adva...FIGURE 4-26: You can filter the Products and Services list to show only Low Sto...FIGURE 4-27: The panel where you establish a bundle.FIGURE 4-28: Choosing the items to include in a bundle.FIGURE 4-29: Changing the type of multiple items simultaneously.FIGURE 4-30: Use this page to create a pricing rule after you enable the featur...FIGURE 4-31: Starting an inventory item adjustment transaction.FIGURE 4-32: You can adjust one or more inventory items at a time.FIGURE 4-33: Searching for a recent inventory adjustment transaction to edit.FIGURE 4-34: Getting ready to adjust the starting value of an inventory item.FIGURE 4-35: Use this window to adjust an inventory item’s starting values.FIGURE 4-36: The Lists page contains links to all available lists.

      5 Chapter 5FIGURE 5-1: The Expense Transactions page.FIGURE 5-2: Expense transactions also appear in the Vendors column of the New m...FIGURE 5-3: The Header section of the Check window.FIGURE 5-4: The Category Details and Item Details sections of the Check window.FIGURE 5-5: Click the Attachments box to display an Open dialog box for selecti...FIGURE 5-6: If you select a payee for which you previously entered a bill, the ...FIGURE 5-7: The Pay Bills window.FIGURE 5-8: You can use the Expense transaction window to record making a payme...FIGURE 5-9: Turn on the purchase-orders feature and