QuickBooks Online For Dummies. David H. Ringstrom. Читать онлайн. Newlib. NEWLIB.NET

Автор: David H. Ringstrom
Издательство: John Wiley & Sons Limited
Серия:
Жанр произведения: Программы
Год издания: 0
isbn: 9781119817291
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target="_blank" rel="nofollow" href="#fb3_img_img_06e0fc1f-6de6-5e2e-b2c7-e76181d8184c.png" alt="Bullet"/> Taking a first look at QuickBooks and QuickBooks Online Accountant

      

Considering the cloud

      

Understanding operating requirements

      QuickBooks Online is a web-based platform you can use to manage accounting records for a business. Business owners and employees will use QuickBooks Online, whereas accounting professionals will use QuickBooks Online Accountant. In this book, I often refer to QuickBooks Online as simply QuickBooks, and QuickBooks Online Accountant as QB Accountant. In this chapter, I introduce these products and discuss whether you should move your accounting tasks to the cloud.

      

When I mention the cloud, I mean that you’ll access your accounting records remotely from an internet server instead of from your local hard drive. I also explain the system requirements for cloud-based products.

      QuickBooks Online Accountant (QB Accountant) is a free cloud-based portal that accounting professionals use to access clients’ QuickBooks Online companies and communicate with clients. QB Accountant includes a QuickBooks Online company that accountants can use to account for their own businesses, but the standard subscription fees apply for any additional QuickBooks Online companies that accountants establish for themselves or their clients.

      Comparing interfaces

      QuickBooks Online was initially written and optimized to be used only in web browsers such as Google Chrome, Mozilla Firefox, Apple’s Safari, and Microsoft Edge. Now you can use QuickBooks apps on iOS and Android mobile devices as well. A short-lived QuickBooks Online app for Mac and Windows computers has been discontinued. If you previously installed the desktop app, you can continue to use it, but it’s no longer available to install due to low use and the product will no longer be updated.

      QuickBooks ONLINE ADVANCED APP

      QB Accountant users can download the QuickBooks Online Advanced App for Windows by using the following steps:

      1 Log into QuickBooks Online Accountant.

      2 Click the Settings button.

      3 Click Get the Desktop App.

      4 Click Download for Windows.

      5 Follow the onscreen instructions once you launch the installation file.

      FIGURE 1-1: The setup window for a newly created QuickBooks company.

      

Clicking the collapse/expand (three stripes) button next to the QuickBooks logo at the top of the screen enables you to collapse the navigation bar to view just the icons. Click the button again to expand the navigation bar. Collapsing the navigation bar gives you more screen space to view the main area of the QuickBooks interface. Additional commands at the top of the screen allow you to create transactions, search for existing transactions, and view settings for the QuickBooks company.

Snapshot of the first view an accountant has when opening QB Accountant.

      FIGURE 1-2: The first view an accountant has when opening QB Accountant.

Snapshot of an open company in QuickBooks Online Accountant (QB Accountant).

      FIGURE 1-3: An open company in QuickBooks Online Accountant (QB Accountant).

Because QB Accountant contains functionality that QuickBooks doesn’t have, I’ve organized this book so that QuickBooks users can focus on Part 2 when using the product, whereas QB Accountant users can use the information in both Parts 3 and 4.

      Taking a look at QuickBooks Online Mobile

      Your QuickBooks subscription includes mobile apps that are also available for iOS/iPadOS and Android devices. These apps are optimized for touch interaction and on-the-go workflows such as customer management, invoicing, estimates, and signatures. You can also use the mobile apps to track the status of invoices, take payments, reconcile bank accounts, capture expenses, and check reports. Pinch and zoom functionality works in both the apps and browsers on mobile devices.

      You can get the mobile apps from the app store for your device or request a link at https://quickbooks.intuit.com/accounting/mobile. Alternatively, you can use your mobile device to log into your books at https://qbo.intuit.com without installing anything. Keep in mind that the mobile apps offer a subset of the functionality, so you may still need to use a web browser to carry out certain tasks, such as customizing templates.