Chapter 1, Getting Started with QuickBooks Online, starts off with a brief description of QuickBooks Online, then it gives you more information about the different editions, different versions, and finally how to decide which version is suitable for your business.
Chapter 2, QuickBooks Online Advanced, includes a deep dive into the features included in this top-tier QuickBooks Online subscription. We show you how to access the QuickBooks Online Advanced test drive account, how to add custom fields, how to manage customized user permissions, what workflow automation is and how to use it, how to import invoices and budgets, and much more.
Chapter 3, Company File Setup, shows how you can set up a QuickBooks Online account for your company and takes you through different options available on the dashboard, followed by a look at what information needs to be added for your company.
Chapter 4, Migrating to QuickBooks Online, gives you all the information required to migrate to QuickBooks Online from platforms such as Excel, QuickBooks Desktop, or the data stored on your desktop.
Chapter 5, Customizing QuickBooks for Your Business, introduces customization for the chart of accounts and then dives into the different ways of connecting bank accounts and credit cards to your QuickBooks Online account, followed by granting users access to your QuickBooks data.
Chapter 6, Managing Customers, Vendors, Products, and Services, gives you a detailed insight into how to manage your customers, vendors, products, and services.