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
8 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 Facilitating Accountant Activities Chapter 17: Automating QuickBooks Analysis with Power Query Introducing Power Query Connecting to QuickBooks