QuickBooks Online For Dummies. David H. Ringstrom
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7 Part 3: Reporting and Analysis Chapter 10: Evaluating How the Business Is Doing Reviewing Income and Expenses Finding the Report You Want Printing a Report Chapter 11: Analyzing QuickBooks Data in Excel Automatically Opening Excel Reports Exported from QuickBooks Sifting through Excel Reports Custom Reporting with Pivot Tables
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Part 4: Working in QuickBooks Online Accountant
Chapter 12: Setting Up Shop in QuickBooks Online Accountant
Registering for and Signing in to QuickBooks Online Accountant
Examining the QB Accountant Interface
Setting Up Your Team
Controlling the Appearance of the Client List
Understanding and Using the Free QB Accountant Company
Working with the Sample Company
Closing Companies in QB Accountant
Working with ProAdvisor Preferred Pricing
Chapter 13: Adding Companies to the QB Accountant Client List
Adding a Client’s Company to the Client List
Importing QuickBooks Desktop Data into QuickBooks Online
Switching between Client QuickBooks Companies
Chapter 14: Exploring a Client’s Company from QB Accountant
Opening a Client’s Company
Reviewing a Client’s QuickBooks Company
Chapter 15: Working in a Client’s Company
Making Navigation Easy
Examining Available Transaction Types
Searching for Transactions
Making Client Notes
Communicating with a Client
Chapter 16: Using Accountant Tools
Reporting and Paying Sales Taxes
Managing Your Practice