QuickBooks Online For Dummies, 7th

Edition David H. Ringstrom

Visit to download the full and correct content document:
https://ebookmass.com/product/quickbooks-online-for-dummies-7th-edition-david-h-ri
ngstrom/
QuickBooks
®

Online
7th Edition

by David H. Ringstrom, CPA

QuickBooks® Online For Dummies®, 7th Edition
Published by: John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030-5774, www.wiley.com
Copyright © 2022 by John Wiley & Sons, Inc., Hoboken, New Jersey

Published simultaneously in Canada

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any
means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections
107 or 108 of the 1976 United States Copyright Act, without the prior written permission of the Publisher. Requests to
the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River
Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions.

Trademarks: Wiley, For Dummies, the Dummies Man logo, Dummies.com, Making Everything Easier, and related
trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and may not be used without written
permission. QuickBooks is a registered trademark of Intuit, Inc. All other trademarks are the property of their
respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book.

LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: WHILE THE PUBLISHER AND AUTHORS HAVE USED THEIR
BEST EFFORTS IN PREPARING THIS WORK, THEY MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT
TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL
WARRANTIES, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR
FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES
REPRESENTATIVES, WRITTEN SALES MATERIALS OR PROMOTIONAL STATEMENTS FOR THIS WORK. THE FACT
THAT AN ORGANIZATION, WEBSITE, OR PRODUCT IS REFERRED TO IN THIS WORK AS A CITATION AND/OR
POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE PUBLISHER AND AUTHORS
ENDORSE THE INFORMATION OR SERVICES THE ORGANIZATION, WEBSITE, OR PRODUCT MAY PROVIDE OR
RECOMMENDATIONS IT MAY MAKE. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS
NOT ENGAGED IN RENDERING PROFESSIONAL SERVICES. THE ADVICE AND STRATEGIES CONTAINED HEREIN
MAY NOT BE SUITABLE FOR YOUR SITUATION. YOU SHOULD CONSULT WITH A SPECIALIST WHERE APPROPRIATE.
FURTHER, READERS SHOULD BE AWARE THAT WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR
DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ. NEITHER THE PUBLISHER
NOR AUTHORS SHALL BE LIABLE FOR ANY LOSS OF PROFIT OR ANY OTHER COMMERCIAL DAMAGES, INCLUDING
BUT NOT LIMITED TO SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR OTHER DAMAGES.

For general information on our other products and services, please contact our Customer Care Department within
the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002. For technical support, please visit
https://hub.wiley.com/community/support/dummies.

Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with
standard print versions of this book may not be included in e-books or in print-on-demand. If this book refers to
media such as a CD or DVD that is not included in the version you purchased, you may download this material at
http://booksupport.wiley.com. For more information about Wiley products, visit www.wiley.com.

Library of Congress Control Number: 2022930197

ISBN: 978-1-119-81727-7 (pbk); 978-1-119-81728-4 (ebk); 978-1-119-81729-1 (ebk)

Contents at a Glance
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Part 1: Getting Started with QBO and QBOA . . . . . . . . . . . . . . . . . . 7

CHAPTER 1: Presenting QuickBooks Online. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
CHAPTER 2: Embracing QuickBooks Online. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Part 2: Managing Your Books. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

CHAPTER 3: Creating a QuickBooks Online Company. . . . . . . . . . . . . . . . . . . . . . . . . . . 31
CHAPTER 4: Managing List Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
CHAPTER 5: Dealing with the Outflow of Money. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
CHAPTER 6: Managing the Inflow of Money. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
CHAPTER 7: Working in Registers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
CHAPTER 8: Handling Bank and Credit Card Transactions. . . . . . . . . . . . . . . . . . . . . 193
CHAPTER 9: Paying Employees and Contractors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Part 3: Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

CHAPTER 10: Evaluating How the Business Is Doing . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
CHAPTER 11: Analyzing QuickBooks Data in Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Part 4: Working in QuickBooks Online Accountant . . . . . . . 291

CHAPTER 12: Setting Up Shop in QuickBooks Online Accountant. . . . . . . . . . . . . . . . 293
CHAPTER 13: Adding Companies to the QB Accountant Client List. . . . . . . . . . . . . . . 315
CHAPTER 14: Exploring a Client’s Company from QB Accountant. . . . . . . . . . . . . . . . 337

CHAPTER 15: Working in a Client’s Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

CHAPTER 16: Using Accountant Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
CHAPTER 17: Automating QuickBooks Analysis with Power Query. . . . . . . . . . . . . . . 389

Part 5: The Part of Tens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

CHAPTER 18: Ten Ways to Use Chrome Effectively. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Appendix: QuickBooks Online, QuickBooks Desktop,

and Data Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Table of Contents
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About This Book. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Foolish Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Icons Used in This Book. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Beyond the Book. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Where to Go from Here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

PART 1: GETTING STARTED WITH QBO AND QBOA. . . . . . . . . . 7

CHAPTER 1: Presenting QuickBooks Online. . . . . . . . . . . . . . . . . . . . . . . . . . 9

Comparing QuickBooks and QB Accountant. . . . . . . . . . . . . . . . . . . . . . . 9

Comparing interfaces. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Taking a look at QuickBooks Online Mobile . . . . . . . . . . . . . . . . . . . 13
Understanding the Cloud. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

CHAPTER 2: Embracing QuickBooks Online. . . . . . . . . . . . . . . . . . . . . . . . . 17

I’ll Subscribe to That . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
QuickBooks Online Self-Employed . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
QuickBooks Simple Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
QuickBooks Online Essentials. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
QuickBooks Online Plus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
QuickBooks Online Advanced. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Usage limits for QuickBooks Simple Start, Essentials, and Plus . . . . 22
The Dollars and Cents of QuickBooks Subscriptions. . . . . . . . . . . . . . . 23
Payroll Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Migration from QuickBooks Desktop. . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
An App for That. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

PART 2: MANAGING YOUR BOOKS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

CHAPTER 3: Creating a QuickBooks Online Company. . . . . . . . . . . . . 31

Signing Up for QuickBooks Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Setting Up a New Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Understanding the Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Updating the Chart of Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Establishing Company Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Examining company preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Examining billing and subscription settings and use limits. . . . . . .45
Setting sales preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Taking a look at expense preferences . . . . . . . . . . . . . . . . . . . . . . . . 46
Examining options to receive customer payments . . . . . . . . . . . . . 47
Reviewing advanced preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Table of Contents v
 Customizing Sales Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Taking Advantage of QuickBooks Labs . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Working with Multiple Currencies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Seeing how the Multicurrency feature changes QBO . . . . . . . . . . . 56
Changing your home currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Setting up currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Using multiple currencies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

CHAPTER 4: Managing List Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Importing Customers and Vendors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Adding New Records to a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Creating a new customer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Using customer types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Adding subcustomers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Working with Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Searching lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Attaching files to a record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Adding attachments to specific transactions . . . . . . . . . . . . . . . . . . 74
Switching from record to record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Sorting a list on the Customers or Vendors page. . . . . . . . . . . . . . . 76
Exporting a list to Excel or Google Sheets. . . . . . . . . . . . . . . . . . . . . 77
Working with a batch of records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Changing Settings for Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Setting Up Sales Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Working with Products and Services Items. . . . . . . . . . . . . . . . . . . . . . . 82
Establishing categories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Adding service and noninventory items. . . . . . . . . . . . . . . . . . . . . . . 85
Creating an inventory item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Working with bundles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Changing item types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Using pricing rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Adjusting inventory item information . . . . . . . . . . . . . . . . . . . . . . . . 96
Accessing Other Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

CHAPTER 5: Dealing with the Outflow of Money. . . . . . . . . . . . . . . . . 103

Getting Up and Running. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Writing a Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Assigning a check to accounts or items. . . . . . . . . . . . . . . . . . . . . . 105
Writing a check for an outstanding bill. . . . . . . . . . . . . . . . . . . . . . . 109
Creating an Expense. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Entering a Purchase Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Turning on the purchase-order feature. . . . . . . . . . . . . . . . . . . . . . 113
Creating a purchase order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Receiving items against purchase orders . . . . . . . . . . . . . . . . . . . . 116

vi QuickBooks Online For Dummies

 Entering and Paying Bills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Entering a bill. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Managing recurring transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Recording a vendor credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Handling a refund check from a vendor . . . . . . . . . . . . . . . . . . . . . 127
Paying bills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

CHAPTER 6: Managing the Inflow of Money. . . . . . . . . . . . . . . . . . . . . . . 133

Getting Started with Sales Transactions . . . . . . . . . . . . . . . . . . . . . . . . 133
Preparing an invoice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Printing invoices and packing slips. . . . . . . . . . . . . . . . . . . . . . . . . . 139
Configuring automatic subtotals. . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Keeping tabs on invoice status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Recording a customer payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Using the Payments to Deposit account . . . . . . . . . . . . . . . . . . . . . 147
Recording bank deposits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Recording electronic transaction fees . . . . . . . . . . . . . . . . . . . . . . . 149
Entering a sales receipt. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Giving Money Back to a Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Recording a credit memo. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Issuing a refund to a customer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Working with Estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Preparing an estimate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Managing estimate statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Copying an estimate to a purchase order. . . . . . . . . . . . . . . . . . . . 161
Converting an estimate to an invoice. . . . . . . . . . . . . . . . . . . . . . . . 162
Copying an existing estimate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Creating a progress invoice for an estimate . . . . . . . . . . . . . . . . . . 165
Creating Billable Time Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Entering a single time activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Adding a billable expense to an invoice. . . . . . . . . . . . . . . . . . . . . . 170
Managing Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Turning on the Projects feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Enabling projects in Customer lists. . . . . . . . . . . . . . . . . . . . . . . . . . 173
Converting subcustomers to projects . . . . . . . . . . . . . . . . . . . . . . . 173
Setting up a project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Adding transactions to a project. . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Reporting on projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

CHAPTER 7: Working in Registers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Understanding Registers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Customizing the Register View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Entering and Editing Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Entering a transaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Editing a transaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Table of Contents vii

 Other Things You Can Do in a Register . . . . . . . . . . . . . . . . . . . . . . . . . 188
Sorting transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Filtering transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Printing a register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Exporting a register. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

CHAPTER 8: Handling Bank and Credit Card Transactions . . . . . 193

Setting Up a Bank or Credit Card Account. . . . . . . . . . . . . . . . . . . . . . . 193
Making a Bank Deposit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Reconciling a Bank Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Connecting QuickBooks Accounts to Financial Institutions . . . . . . . . 202
Connecting . . . or not connecting. . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Directly connecting a Bank or Credit Card account . . . . . . . . . . . . 204
Troubleshooting connections to financial institutions. . . . . . . . . . 207
Managing Downloaded Activity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Excluding transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Including transactions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Confirming correct guesses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Changing incorrect guesses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Examining transactions QuickBooks thinks it can match . . . . . . . 218
Establishing rules to accept transactions. . . . . . . . . . . . . . . . . . . . . 219
Fixing mistakes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Converting Paper Receipts to Electronic Transactions . . . . . . . . . . . . 225
Controlling the Appearance of Bank Accounts. . . . . . . . . . . . . . . . . . . 228
Tagging Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

CHAPTER 9: Paying Employees and Contractors . . . . . . . . . . . . . . . . . 233

Understanding the Employee Payroll Process . . . . . . . . . . . . . . . . . . . 234
Getting Started with QuickBooks Payroll. . . . . . . . . . . . . . . . . . . . . . . . 234
Turning on QuickBooks Payroll. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Setting payroll preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Setting up payroll taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Preparing Payroll. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Recording payroll information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Letting employees use time sheets . . . . . . . . . . . . . . . . . . . . . . . . . 245
Reviewing and generating payroll checks . . . . . . . . . . . . . . . . . . . . 247
Establishing or correcting payroll exemptions . . . . . . . . . . . . . . . . 249
Printing payroll reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Managing Payroll Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Paying payroll taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Viewing payroll tax forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Paying Contractors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Setting up 1099-eligible contractors. . . . . . . . . . . . . . . . . . . . . . . . . 255
Paying contractors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Reporting on 1099 vendor payments. . . . . . . . . . . . . . . . . . . . . . . . 256
Preparing 1099s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

viii QuickBooks Online For Dummies

PART 3: REPORTING AND ANALYSIS. . . . . . . . . . . . . . . . . . . . . . . . . 259
CHAPTER 10: Evaluating How the Business Is Doing. . . . . . . . . . . . . . 261
Reviewing Income and Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Finding the Report You Want. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Examining standard reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Finding customized reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Reviewing management reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Contemplating Multi-Co Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . 266
Searching for a report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Printing a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Customizing a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Saving a customized report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Exporting to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
Exporting to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
Exporting to Google Sheets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

CHAPTER 11: Analyzing QuickBooks Data in Excel . . . . . . . . . . . . . . . . 277

Automatically Opening Excel Reports Exported
from QuickBooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
Sifting through Excel Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
Filtering data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Guarding against a tricky trap. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Slicing your data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Sorting data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Custom Reporting with Pivot Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Understanding pivot table requirements . . . . . . . . . . . . . . . . . . . . 287
Adding fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
Removing fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

PART 4: WORKING IN QUICKBOOKS

ONLINE ACCOUNTANT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
CHAPTER 12: Setting Up Shop in QuickBooks

Online Accountant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Registering for and Signing in to QuickBooks Online
Accountant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Examining the QB Accountant Interface . . . . . . . . . . . . . . . . . . . . . . . . 296
Working with Your Practice view. . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Working with Your Books. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Setting Up Your Team. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Controlling the Appearance of the Client List. . . . . . . . . . . . . . . . . . . . 304
Understanding and Using the Free QB Accountant Company. . . . . . 306
Working with the Sample Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
Closing Companies in QB Accountant . . . . . . . . . . . . . . . . . . . . . . . . . . 308

Table of Contents ix
 Working with ProAdvisor Preferred Pricing. . . . . . . . . . . . . . . . . . . . . . 309
Signing up for ProAdvisor Preferred Pricing. . . . . . . . . . . . . . . . . . 309
Adding existing clients to your ProAdvisor Preferred
Pricing subscription. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Removing clients from your ProAdvisor Preferred
Pricing subscription. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Stopping consolidated billing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .314

CHAPTER 13: Adding Companies to the QB Accountant

Client List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Adding a Client’s Company to the Client List. . . . . . . . . . . . . . . . . . . . . 316
When a client invites you to be the accountant user. . . . . . . . . . . 316
When you invite a client to your practice. . . . . . . . . . . . . . . . . . . . . 319
Transferring primary rights to your client. . . . . . . . . . . . . . . . . . . . 321
Importing QuickBooks Desktop Data into QuickBooks Online. . . . . . 325
Preparing for conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Understanding what won’t import . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Updating your edition of QuickBooks Desktop. . . . . . . . . . . . . . . . 329
Transferring data from desktop to online. . . . . . . . . . . . . . . . . . . . 331
Double-checking things after conversion . . . . . . . . . . . . . . . . . . . . 334
Switching between Client QuickBooks Companies . . . . . . . . . . . . . . . 336

CHAPTER 14: Exploring a Client’s Company from QB

Accountant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Opening a Client’s Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Reviewing a Client’s QuickBooks Company. . . . . . . . . . . . . . . . . . . . . . 338
Taking a look at the Client Overview page. . . . . . . . . . . . . . . . . . . . 338
Examining company setup information. . . . . . . . . . . . . . . . . . . . . . 341
Taking a look at the chart of accounts. . . . . . . . . . . . . . . . . . . . . . . 344
Reviewing list information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Exporting and importing bank feed rules . . . . . . . . . . . . . . . . . . . . 348

CHAPTER 15: Working in a Client’s Company. . . . . . . . . . . . . . . . . . . . . . . 351

Making Navigation Easy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Using keyboard shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Opening multiple windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Working in two companies simultaneously. . . . . . . . . . . . . . . . . . . 354
Examining Available Transaction Types. . . . . . . . . . . . . . . . . . . . . . . . . 355
Searching for Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Making Client Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
Communicating with a Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

x QuickBooks Online For Dummies

CHAPTER 16: Using Accountant Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Reporting and Paying Sales Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Managing Your Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Understanding Grid view. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Creating projects and tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Updating task status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Editing and deleting project information. . . . . . . . . . . . . . . . . . . . . 371
Working in List view. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
Working in Calendar view. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Communicating with team members about work. . . . . . . . . . . . . 374
Facilitating Accountant Activities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Reviewing reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Examining voided and deleted transactions. . . . . . . . . . . . . . . . . . 377
Closing the books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Month-End Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Account Reconciliation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
Final Review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380
Reclassifying transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380
Writing off invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382
Understanding the Prep for Taxes page . . . . . . . . . . . . . . . . . . . . . 383
Taking a brief look at other accountant tools. . . . . . . . . . . . . . . . . 387

CHAPTER 17: Automating QuickBooks Analysis

with Power Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
Introducing Power Query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
Connecting to QuickBooks Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Removing header rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
Promoting headers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Removing unwanted columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
Filtering unnecessary rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Returning the data to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Creating Self-Updating Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Setting Power Query to refresh automatically . . . . . . . . . . . . . . . . 399
Adding a total row. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Transforming QuickBooks Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
Unpivoting columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
Refreshing reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

PART 5: THE PART OF TENS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

CHAPTER 18: Ten Ways to Use Chrome Effectively. . . . . . . . . . . . . . . . 409
Setting a Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
Duplicating and Pinning Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Using Chrome on Multiple Monitors . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Table of Contents xi
 Zooming In and Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
Using Bookmarks in Chrome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
Creating a bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Displaying the Bookmarks bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .414
Importing bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
Managing bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
Downloading Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
Using Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418
Working with Chrome Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Adding a Chrome profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Opening a different profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
Editing and removing profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Managing Privacy in Chrome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Handling cookies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Enabling JavaScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422
Working in Incognito mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422
Deleting browsing history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422
Reviewing miscellaneous privacy settings. . . . . . . . . . . . . . . . . . . . 424
Using Google tools to manage privacy. . . . . . . . . . . . . . . . . . . . . . . 425
Managing Security in Chrome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426

APPENDIX: QUICKBOOKS ONLINE, QUICKBOOKS

DESKTOP, AND DATA CONVERSION. . . . . . . . . . . . . . . . . . . . . . . . . 427

INDEX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

xii QuickBooks Online For Dummies

Introduction
I
get it: Small-business owners have many other things they’d rather be doing
with their time than accounting. We’re legally mandated to maintain a set of
accounting records for our businesses, so avoidance isn’t an option — but
working smarter is. This book will help you get there. What’s more, certain tasks,
such as reporting earnings and paying employees, are markedly more difficult if
you don’t use accounting software.

Accounting programs such as QuickBooks Online help take the pain out of account-
ing, and in some cases, they even make it easy. In this book, I explore QuickBooks
Online, which is aimed at business users, and QuickBooks Online Accountant (QB
Accountant), which is aimed at — you guessed it — accountants and bookkeepers.
Both programs are web-based products that offer mobile versions, so your
accounting records are at your fingertips no matter which device you have at
hand. The benefit of an online accounting system such as QuickBooks is that it
enables you to access your books from anywhere and share access with your
accountant as well. QB Accountant helps accountants streamline various aspects
of supporting multiple clients who use QuickBooks Online.

Intuit, the maker of QuickBooks Online and QB Accountant, also offers QuickBooks
Desktop, which is a version of the software that you must purchase a license for
and then install on individual computers. In the appendix, I discuss migrating
QuickBooks Desktop to QuickBooks Online. But if you’re looking for a QuickBooks
Desktop reference, please get a copy of Stephen L. Nelson’s QuickBooks All-in-One
For Dummies 2022 (John Wiley & Sons, Inc.).

About This Book

Everything that can be done in QuickBooks Online can be accomplished in QB
Accountant as well. QB Accountant offers additional tools that are useful to
accountants who manage multiple clients and/or multiple companies. As you’ll
see, QuickBooks Online requires a subscription fee for every set of books you want
to maintain, whereas accountants get free access to QB Accountant for overseeing
their clients’ books.

Introduction 1
 QuickBooks Online and QuickBooks Online Accountant aren’t for everyone. Before
you commit to Intuit’s web-based solution, you need to explore the available edi-
tions and examine the requirements for the products. In that regard, I’ve divided
the book into five parts:

»» Part 1, “Getting Started with QuickBooks and QuickBooks Online Accountant,”

helps you get oriented within the respective environments.

»» Part 2, “Managing Your Books,” covers the nuts and bolts of getting started
with QuickBooks, establishing your books, and carrying out common
accounting transactions.

»» Part 3, “Reporting and Analysis,” shows you how to run reports within
QuickBooks Online, and then how to crunch your numbers in Excel.

»» Part 4, “Working in QuickBooks Online Accountant.” helps accountants set up

shop in QB Accountant and explore the software’s accountant-specific
features.

»» Part 5, “The Part of Tens,” covers ten features of the Chrome browser that
help you optimize your use of QuickBooks.

Appendix A offers guidance on migrating to QuickBooks Online from QuickBooks

Desktop.

As I discuss in Chapter 2, QuickBooks Online offers different subscription levels.

I used QuickBooks Online Advanced to write this book because it is the most
­feature-laden offering.

Before diving in, I have to get a few technical conventions out of the way:

»» Text that you’re meant to type as it appears in the book is bold. The exception
is when you’re working through a list of steps: Because each step is bold, the
text to type is not bold.

»» Web addresses and programming code appear in monofont. If you’re reading

a digital version of this book on a device connected to the internet, note
that you can tap or click a web address to visit that website, like this:
www.dummies.com.

»» You can use QuickBooks Online and QB Accountant in a web browser or a

mobile app. Example web browsers include Microsoft Edge, Google Chrome,
Mozilla Firefox, and Apple’s Safari. QuickBooks and QB Accountant mobile
apps are available for Android and iOS. QuickBooks Advanced subscribers
and QB Accountant users also have a desktop app available.

2 QuickBooks Online For Dummies

 »» When I discuss a command to choose, I separate the elements of the
sequence with a command arrow that looks like this: ➪ . When you see
Chrome Menu ➪ Settings, for example, that command means that you should
click the Chrome Menu button (on the right side of the screen; see Chapter 18
for a description of Chrome’s screen elements) and then click Settings in the
drop-down menu that appears.

»» You may be surprised to learn that QuickBooks Online has more than one
version of its navigation bar that appears along the left-hand side. Your
navigation is mostly likely set to the Business View, which consolidates
commands into fewer top-level choices. In this book, I used the Accountant
View, which provides more top-level choices. To change your view, click the
Settings button at the top right-hand corner of the screen, and then toggle the
view setting at the bottom right-hand corner of the menu that displays.

However, you don’t have to change to Accountant View to follow along in this
book. When necessary, I list the Accountant View commands first, and then
parenthetically list the Business View commands. For instance, a reference to
the Invoices screen looks like this: Sales ➪ Invoices (Sales &
Expenses ➪ Invoices).

As this book was going to press, Intuit started rolling out yet another tweak to
the Business View for users who identify as owners or partners. If you have
any problems finding a command that I reference, you can briefly switch to
Accountant View to carry out your task and then toggle back to Business View
if that’s more your speed.

Foolish Assumptions
I had to assume some things about you to write this book, so here are the educated
guesses I made:

»» You know that you need to manage a set of accounting records for one or
more businesses, and you might even have some sort of setup in place
already. I did not assume that you know how to do all those things on
a computer.

»» You may want to analyze some of your accounting data outside QuickBooks,
which is why I include a couple of chapters on using Microsoft Excel, some of
which translate to Google Sheets as well.

Introduction 3
 »» You have a personal computer running Windows 10 or Windows 11 (I wrote
this book in Windows 10) or a Mac running macOS 10.11 or later.

»» You have a copy of Microsoft Excel or another spreadsheet program on your

computer.

Icons Used in This Book

Throughout the book, I use icons to draw your attention to various concepts that
I want to make sure you don’t skip over in the main part of the text. Sometimes, I
share information to help you save time; in other cases, the goal is to keep your
accounting records safe.

This icon points out time-saving tricks or quirks that you may encounter in
QuickBooks.

This icon points out tricky aspects of QuickBooks that you’ll want to keep in mind.

This product can burn eyes. Oh, sorry, wrong type of warning. Don’t worry, you’re
safe! Pay careful attention to warnings that you encounter so that you can avoid
problems that could wreak havoc in your accounting records or cause you
frustration.

At some points, I may include some geeky stuff about QuickBooks, your web
browser, or your computer. You can safely skip over the technical stuff if that’s
not your cup of tea.

Beyond the Book

In addition to the book content, this product comes with a free, access-anywhere
Cheat Sheet that lists keyboard shortcuts for QBO and QBOA and handy toolbar
buttons in QBO. To get this Cheat Sheet, go to www.dummies.com and search for
“QuickBooks Online For Dummies Cheat Sheet.”

4 QuickBooks Online For Dummies

 You can keep the learning going with the most up-to-date information and
tutorials from School of Bookkeeping (https://schoolofbookkeeping.com/).
The folks there (one of which is the technical editor of this book) have broken
down every version of QuickBooks Online, QuickBooks services (Payments and
Payroll), and other tasks into bite-sized lessons you can watch and get back to
business. Use promo code QBO4DUMMIES to save 20% on any membership.

Where to Go from Here

Simply turn the page. Seriously. You can dive in anywhere you want and come
back as often as you like. You don’t have to read through this book cover to cover,
as you would a Lee Child thriller, because each chapter stands alone and provides
step-by-step instructions for common tasks. You should consider this book to be
a reference that you can use when you need it.

That said, if you’re getting started with QBO or QBOA, you may want read the
chapters in Part 1 in order. Then feel free to explore any chapter you want, using
the table of contents or the index to find topics that interest you.

Introduction 5
1
Getting Started
with QBO
and QBOA
IN THIS PART . . .

Examine what QBO is and what it isn’t.

Learn the requirements to use QBO.

Meet the QBO interface.

 IN THIS CHAPTER

»» Taking a first look at QuickBooks and

QuickBooks Online Accountant

»» Considering the cloud

»» Understanding operating
requirements

Chapter 1
Presenting QuickBooks
Online
Q uickBooks Online is a web-based platform you can use to manage account-
ing 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.

Comparing QuickBooks and QB

Accountant
If you own or work for a business that is looking to maintain accounting records
more effectively, QuickBooks Online may be just the ticket; you can use it to man-
age customers, vendors, employees, and contractors, as well as the panoply of

CHAPTER 1 Presenting QuickBooks Online 9

 related accounting transactions. Any experience you have in QuickBooks Desktop
will help you understand accounting software as a whole, but keep in mind that
QuickBooks Online is a separate, distinct product written specifically for the inter-
net. This version of QuickBooks was written from scratch, so you’re not going to
see any screens that mirror QuickBooks Desktop. Also, QuickBooks Desktop cer-
tainly does some things better than its online counterpart, such as inventory
tracking. But QuickBooks Desktop allows you to access your books only from cer-
tain computers, whereas you can access QuickBooks Online from any device that’s
connected to the internet.

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.

10 PART 1 Getting Started with QBO and QBOA

 In a browser, an open QuickBooks company looks similar to the one shown in
Figure 1-1. I cover the interface in more detail in Chapter 3, but for the time being,
the most important thing to notice is the navigation bar that runs down the left
side of the screen. QuickBooks Desktop offers a similar navigation aid, so this bar
may feel familiar. Click any link to navigate to that portion of the program.

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 naviga-
tion 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 trans-
actions, search for existing transactions, and view settings for the QuickBooks
company.

Figure 1-2 shows what an accountant sees immediately upon logging into QB
Accountant.

As you can see in Figure 1-3, when an accountant opens a client’s company, the
QB Accountant interface resembles what a client sees in QuickBooks Online, apart
from some minor differences that are mostly additional tools for accountants. In
short, the functionality is the same; QB Accountant users simply have more
options than QuickBooks users do. In Chapter 12, I tell you more about how the
navigation bar changes to support an accountant’s needs.

CHAPTER 1 Presenting QuickBooks Online 11

 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).

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.

12 PART 1 Getting Started with QBO and QBOA

 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 with-
out 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.

Understanding the Cloud

Just to make sure we’re on the same page here, I’m defining the cloud as software
and data housed securely in remote data centers (not on your office premises) and
accessed securely over the internet. Working in the cloud can increase your effi-
ciency by offering you the opportunity to work anywhere, communicate easily
with others, and collaborate in real time. Further, your data is backed up auto-
matically, which can help you avoid disasters such as fire or flood, which can take
out not only your workspace, but also your accounting records.

Regardless of whether you use QuickBooks in a browser or in an app, both the

software and the data are housed on servers controlled by Intuit and accessible via
the internet.

Historically, we bought software and installed it on our computers, or we bought

the software and installed it on a vendor’s server. However, QuickBooks Online
and QB Accountant fall into the category of Software as a Service (SaaS). You don’t
buy SaaS software; instead, you rent it by purchasing a subscription.

You typically access SaaS software such as QuickBooks over the internet by using
a browser. A browser is software installed on your local computer or the mobile
device that you use to . . . well, browse the internet, looking up cool stuff like what
the stock market is doing today, what kind of weather you can expect on Friday
(when your vacation starts), how to get to your boss’s house for the party they’re
having, and — yes — how to work with web-based software such as QuickBooks
Online.

CHAPTER 1 Presenting QuickBooks Online 13

 SHOULD YOU MOVE TO THE CLOUD?
Before you decide to move your accounting records to the cloud, you should consider
the needs of your business in the following areas:

• Invoicing, point of sale, electronic payment, and customer relationship

management

• Financial and tax reporting

• Budgeting

• Time tracking and payroll

• Inventory, job costing, and job scheduling

• Management of company expenses and vendor bills

Beyond the advantages described in this section, the needs of your business may dic-
tate whether you can use QuickBooks Online. The platform won’t work for you if your
business has industry-specific needs or is midsize, for example. In addition, QuickBooks
Online won’t work for you if you need to do any of the following things:

• Track your balance sheet by class.

• Track labor costs.

• Manage a robust inventory that supports making and selling finished goods.

In any of these cases, you’d probably be better off with Intuit’s desktop-based
QuickBooks Enterprise or perhaps QuickBooks Premier.

Using web-based software can be attractive for several reasons. For one thing,
when you use web-based software, you have access to that software’s information
anywhere, at any time, from any device — stationary or mobile.

Some folks see the “anywhere, anytime” feature as a potential disadvantage

because it makes information too readily available — and therefore a target for
hackers. Rest assured that Intuit stores your data on servers that use bank-level
security and encryption, and it backs up your data for you automatically.

In addition, web-based software like QuickBooks promotes collaboration and can

help you save time. Accountants, bookkeepers, and clients can communicate about
issues that arise, as described in Chapter 16.

14 PART 1 Getting Started with QBO and QBOA

Web-based software also eliminates the issue of keeping software up to date. The
desktop version of QuickBooks typically receives a major update once each year,
along with periodic software patches that must be installed manually. Conversely,
QuickBooks is updated automatically every two to four weeks, so there’s never a
new version to install or a patch to deal with. Most modern computers should
exceed the minimum requirements, but you can get the nitty-gritty computer
specification details here: https://intuit.me/3yEaSJL.

Because updates occur so frequently in QuickBooks, by the time this book is pub-
lished, some features (and screens) may have changed. Make that will have
changed.

My technical editor extraordinaire Dan DeLong has created a free QuickBooks

Chooser chatbot that will help you choose the right version of QuickBooks Online
based upon your specific business needs. Check it out at https://sob.drift.
click/QBChooser.

CHAPTER 1 Presenting QuickBooks Online 15

Another random document with
no related content on Scribd:
Laricobius, 253
Larra anathema, 117;
L. pompiliformis, 117
Larrada, 117;
L. modesta, 118
Larrides, 116 f.
Larvae, of beetles, 188 f., 188;
of Chrysis, 3;
of Dasypoda, 28;
of Hymenoptera, 7;
of Lepidoptera, 323;
of Sphex, 109
Lasiocampidae, 369, 375, 405
Lasiorhynchus barbicornis, 297
Lasius alienus, 140;
founding nest, 146;
L. fuliginosus, 138, 153;
L. niger, 153
Latridiidae, 240
Latridius minutus, 240
Latter, O., on Puss-moth, 384
Leaf-cutting ants, 165 f.
Leaf-nests (ants), 155
Lecanium hesperidum, 594;
L. oleae, 417;
L. persicae, 597
Ledra, 545, 578
Legs, abdominal, 9
Leistus spinibarbis, 204
Lema melanopa, 281
Lemoniidae, 354
Léon, on Hemidiptera, 553
Lepidoptera, 304 f.;
L. Haustellata, L. Laciniata, 366
Leptalis, 346, 357
Leptidae, 479
Leptinidae, 220
Leptinillus, 221
Leptinus testaceus, 220
Leptis scolopacea, 441, 481
Leptocircus, 362
Leptoderini, 221
Leptogenys, 171;
L. falcigera, 171
Leptomastax, 223
Leptothorax acervorum, 161
Lerp Insects, 581
Leto, 397;
L. venus, 396
Leucania unipunctata, 416
Leuckart, on Melophagus, 519
Leucospis, 46;
L. gigas, 44
Leuthner, on Odontolabis, 193
Libythea, 342
Libytheides, 355
Lice, 599 f.
Ligula, 16
Limacodes, 489
Limacodidae 370, 401;
parasite of, 4
Limnas chrysippus, 345
Limnichides, 242
Limnobia intermedia, 472
Limnobiinae, 472
Limochores taumas, 340
Limothrips denticornis, 530
Lindeman, on injuries from Thrips, 530
Lingua, 16
Lingula, 15
Liometopum microcephalum, 158
Lipara lucens, 128, 451
Liparidae, 406
Liponeura brevirostris, 465
Liponeuridae, 464
Lipoptena cervi, 518
Liptena, 356
Lipteninae, 356
Lita solanella, 430
Lithophilus, 239
Lithosiidae, 408
Lithosiinae, 409
Llaveia axinus, 598
Lobster, 383;
Lobster-moth, 385
Loepa newara, 374
Lohita grandis, 549
Lomaptera, 200
Lomechusa, 142, 225
Lonchaeidae, 504
Lonchopteridae, 490
Longevity, 33, 135, 286, 306;
of Cicada, 569;
of Melolontha, 198;
of Scarabaeus, 197
Longicorns, 285
Loopers, 411, 415
Lorum, 14, 14, 16
Lowne, on blow-fly, 449;
on foot of Dytiscus, 211
Lucanidae, 193
Lucanus cervus, 194;
antenna of, 191
Luciferase, Luciferine, 259
Lucilia, 511, 512;
L. caesar, L. macellaria, L. sericata, 512
Luciola, 249;
L. italica, 249
Ludia delegorguei, 373
Luminescence, 250, 258 f., 463, 469
Lunula, 442
Lutz, on exudation of Coccinellidae, 238
Lycaena baetica, 356
Lycaenidae, 341, 355, 356
Lycides, 248
Lycorea, 346
Lyctides, 246
Lygaeidae, 548
Lymantriidae, 370, 406
Lymexylon navale, 254
Lymexylonidae, 254
Lyonnet, on anatomy of caterpillar, 324 n.

Machaerota guttigera, 578

M‘Cook, on honey-tub ants, 152
Macrocneme, 389
Macroglossini, 380
Macrolepidoptera, 340
Macronychus quadrituberculatus, 244
Macrotoma heros, 287
Maggot, 449
Malachiidae, 252
Malachius aeneus, 252
Malacodermidae, 248, 252, 266
Malaxation, 110, 126
Malpighian tubes, 320, 334, 429, 449, 460, 466, 473, 529, 540,
588
Mamillo curtisea, 378
Man—see Manna
Mandibles, of Lepidoptera, 308;
of pupa, 436, 437
Mandibulata, 434, 536
Manna, 597
Manson, on Mosquitoes, 468
Manticora maxillosa, 203;
M. tuberculata, 202
Marane, 377
Marbled-white, 347
Marchal, on embryonic dissociation, 70 n.;
on Ammophila, 111;
on pigments, 334
Margarodes, 595, 597, 598;
M. vitis, 598
Marimbouda da casa, 118
Maruina, 471
Masaridae, 88 f.
Masaris, 89;
M. vespiformis, 88, 89
Mason-bee, 35 f.—see Chalicodoma;
of New Zealand, 107
Mastigus, 223
Matthews, on Hydroscaphidae and Corylophidae, 228;
on Sphaeriidae, 227
Maxillae, of Lepidoptera, 309
Mayer, Paul, on Hemiptera, 536
Meadow-brown, 347
Meal-worm, 263, 264
Mealy-bugs, 592
Mechanitidae, 346
Medeterus ambiguus, 493
Median nervure, 318
Megacephala, 201
Megachile, 35, 51;
M. albocincta, 52, 53;
M. anthracina, 52;
M. fasciculata, 52;
M. lanata, 53;
M. proxima, 53
Megalopides, 279, 282
Megalopygidae, 404
Megalybus gracilis, 490
Meganostoma, 543
Megarrhina, 445, 467
Megascelides, 279
Megasoma, 199
Megathymus, 371
Megistorhynchus longirostris, 485
Meijere, on stigmata, 450
Meinert, on Anoplura, 600;
on mouth of Diptera, 444;
on paedogenesis, 461;
on Stylops, 302
Melandryidae, 265
Melanism, 414
Melanitis, 351
Melanophila decostigma, 261
Melecta, 31, 33;
M. luctuosa, 31
Meliboeus, larva, 355
Meligethes, 232
Melinaea, 351
Melipona, 53, 62;
M. scutellaris, 64
Melitaea, larvae, 354
Mellifera, 10
Mellinus, 123;
M. arvenis, 123, 124;
M. sabulosus, 124
Meloe, 33, 274
Meloidae, 269
Meloides, 270
Melolontha vulgaris, 194, 198
Melolonthides, 195, 198
Melophagus ovinus, 518, 519
Melophorus inflatus, 153
Melyridae, 252
Membracidae, 576, 578
Membracis foliata, 577 n.
Membrane, of Hemiptera, 539
Menorhynchous, 542
Merodon equestris, 501
Merrifield, temperature experiments, 337
Mesodont, 193
Mesophragma, 312, 445
Mesoscutellum, 312
Mesoscutum, 311
Mesosternum, 307
Mesovelia, 551
Mesozoic beetles, 261
Messor, 164
Metamorpha, 351
Metamorphosis, 529;
of Aleurodidae, 591;
of Cicada, 571;
of Coccidae, 594 f.;
of Diptera, 452;
of Hemiptera, 542
Metapneustic, 450
Metascutellum, 313
Methoca ichneumonides, 96
Metochy, 183
Metoecus paradoxus, 268
Meyrick, classification of Lepidoptera, 367
Miastor, 461
Mice, insects in nests of, 221
Microdon, 501, 502
Microlepidoptera, 340, 427;
trophi, 309
Micropezidae, 504
Microphysides, 560
Microptera, 224
Micropterism, 549
Micropterygidae, 369, 435
Micropteryx, 307 f., 317, 319, 327, 433, 435, 436
Midge, 461, 470
Migration, Aphis-, 585
Mik, on Hilara, 493
Milichiidae, 504
Miltogramma, 121, 508
Mimacraea, 356
Mimesa bicolor, 128
Mimesides, 127
Mimicry, 337 f.—see also Resemblance
Mines, Dipteron in, 474
Miscophus, 116
Models, 346
Moesa-blight, 561, 562
Mollusca, eaten by beetle-larvae, 252;
larvae mistaken for, 501—see also Snails
Molossus, parasite of, 560
Monarch-butterfly, 345
Monda rhabdophora, 393
Monema flavescens, 4
Moniez, on fertilisation of Coccidae, 594
Monodontomerus nitidus, 44
Monohammus confusus, 286
Monomera, 544
Monommidae, 265
Monomorium, 560;
M. pharaonis, 163
Monotomides, 240
Montezumia dimidiata, nest of, 83
Mordella, 268
Mordellidae, 267
Mordellistena floridensis, 268
Mormolyce, 205
Mormolycides, 206
Morphides, 348
Morpho, 315, 331, 349;
M. menelaus, 318;
M. achilles, M. epistrophis, larvae of, 349
Mosquito, 466 f.
Mosquito-bees, 61
Mosquito-blight, 562
Moth-flies, 470
Moths, 366 f.
Motuca fly, 122, 482
Mouth, absence of, 310, 443, 489, 514, 515, 585, 596
Mouth-parts, of Diptera, 442 f.;
of fleas, 523;
of Hemiptera, 534, 535;
of Hymenoptera Aculeata, 13;
of Lepidoptera, 307 f.;
of Lice, 599, 600
Mud-dauber, 113
Müggenburg, on Melophagus, 518
Müller, Fritz, on Imbauba-ant, 158;
on Trigona, 64
Müller, H., on Dasypoda hirtipes, 27
Müller, W., on South American larvae, 344 n.
Müllerian mimicry, 339
Mundstachel, 527, 528
Murray, A., on Lice, 601
Musca domestica, 511
Muscidae, 511 f., 517;
M. Acalyptratae, 503 f.;
M. Calyptratae, 448, 504
Musotimidae, 423
Mustiliidae, 376
Mutilla, 94, 95;
M. europaea, 94
Mutillides, 94 f.
Mycetaea hirta, 239, 240
Mycetaeidae, 239
Mycetobia pallipes, 462, 463
Mycetophagidae, 237
Mycetophilidae, 462
Mydaidae, 491
Mygnimia, 105
Myiasis, 512
Myiatropa florea, 499
Myiodocha tipulina, 557
Myoditini, 267
Myopinae, 497, 498
Myrapetra, 82
Myrmecia, 171, 172, 173
Myrmecocystus hortideorum, 152;
M. melliger, 152;
M. mexicanus, 152
Myrmecodia, 139
Myrmecophilous Insects, 181 f.
Myrmedonia, 226
Myrmica laevinodis, 148;
M. rubra, 133;
M. rubra, races ruginodis, scabrinodis, 163
Myrmicides, 158
Myrmicini, 159

Nabides, 556
Nabis lativentris, 556
Nacerdes melanura, 266
Naclia ancilla, 390
Nagana, 513
Nagel, on digestion by injection, 212
Nagoda nigricans, 401
Nanosella fungi, 228
Nassonoff, on Strepsiptera, 301 n., 302
Naucoridae, 565
Necrobia ruficollis, 253
Necrophorus, 221
Nectar, 18
Neleus interruptus, antenna, 191
Nematobola orthotricha, 431
Nematodes, in Thysanoptera, 530
Nematois metallicus, 321
Nemeobiides, 355
Nemeobius lucina, 335, 355
Nemestrina, 455 n.
Nemestrinidae, 484
Nemocera, 440;
 N. Anomala, N. Vera, 456
Nemognatha, 304
Nemosomides, 233
Neocastniidae, 372
Neolepidoptera, 366
Neotropidae, 346
Nepa, 541;
N. cinerea, 563
Nepidae, 544, 563
Nepticula, 431
Nervous system, Coleoptera, 191
Nervules, 319, 429
Nervuration, of Diptera, 447;
of Lepidoptera, 317 f.
Nervures, 318, 319;
development of, 329 f.;
swollen, 347, 348;
of Eumenes, 73
Nests, of ants, 136 f., 155;
of Formica fusca and Solenopsis fugax, 137;
of Porphyraspis, 284;
of wasps, 79 f., 79, 81, 83, 87
Netrocera, 341 n.
Neuroblasts, 453
Newbigin, Miss, on pigments, 334
Newport, on Meloe, 270
Nicagini, 195
Nicolas, on Halictus, 24
Nilionidae, 265
Nitidula, 232
Nitidulidae, 231, 235
Noctuidae, 311, 370, 410, 411, 414 f.
Node, 131, 134
Nolidae, 410
Nolinae, 409
Nomada, 30;
N. lathburiana, 30;
 N. sexfasciata, 30
Nonne, 407
Nopal cactus, 598
Nosodendrides, 242
Notocyrtus, 558
Notodontidae, 305, 368, 383
Notodontina, 411
Notonectidae, 567
Number of species: of Apidae, 10;
of Butterflies, 343;
of Coccidae, 593;
of Coleoptera, 184;
of Diptera, 438;
of Fleas, 525;
of Hemiptera, 543;
of Lepidoptera, 306;
of Lice, 600;
of Thrips, 527
Nun, 407
Nurses, 66, 134
Nyctalemon, 419
Nyctemeridae, 409
Nycteolinae, 410
Nycteribia, 521, 522
Nycteribiidae, 521
Nymph, of Cicada, 569;
of Thrips, 529
Nympha inclusa, 452
Nymphalidae, 341, 343 f.
Nymphalides, 351
Nymphipara, 518
Nymphula stagnata, N. stratiotata, 423
Nyssonides, 123

Oak-Pruner, 286
Obtusilingues, 20
Oceanic bugs, 552
Ocelli, 325;
O. compositi, 325
Ochthiphilidae, 504
Ocneria, 407 n.;
O. dispar, 408
Ocnerodes, 489
Ocnogyna, 409
Ocypus olens, 225
Odontolabis sinensis, 193
Odontomachi, 171, 173
Odour, of bugs, 541
Odynerus, 74 f., 269;
O. antilope, 75;
O. callosus, 76;
O. parietum, 3;
O. punctum, 77;
O. reniformis, 73, 75;
O. spinipes, 3, 76
Oecocecis guyonella, 430
Oecodoma, 137, 164, 165;
Oe. cephalotes, 133
Oecophylla smaragdina, 147
Oecophoridae, 429
Oedeagus, 314 [recte aedeagus]
Oedematopoda princeps, 387
Oedemeridae, 266
Oestridae, 514
Oestrus ovis, 517
Ogcodes, 489, 490
Oil-beetles, 269
Oinophila v-flavum, 430
Olethreutidae, 427
Olibrus bicolor, 231
Oligarces, 461
Oligonephrous, 542
Oligoneura, 461
Ommatophorinae, 414
Oncideres, 286
Opetia, 496
Ophideres fullonica, 311
Opomyzidae, 504
Opostega, 429
Orange-tip, 357—see also Euchloe
Orectochilus, 216
Oreta hyalodisca, 400
Origin of parasitic bees, 32
Orneodidae, 340, 371, 426
Ornithoptera, 360;
O. brookiana, 362;
O. paradisea, 360, 361, 362
Orphnephilidae, 470
Ortalidae, 504, 506
Ortalis, 447
Orthezia, 541, 598
Orthogenya, 494
Orthogonius, 206
Orthoperus atomarius, O. brunnipes, 228
Orthoptera, 533;
parasite of, 497
Orthorrhapha, 454;
O. Brachycera, 478 f.;
O. Nemocera, 455, 458 f.
Oryctes nasicornis, 199
Oscinidae, 504
Osmeterium, 363
Osmia, 47, 48 f;
enemy of, 100;
hair of, 11;
O. cyanoxantha, 32;
O. leucomelana, 29;
O. tricornis, 48;
O. tridentata, 48 f.
Osten Sacken on Bugonia, 499;
on Chaetotaxy, 446;
 on classification of Diptera, 456;
summary of Portschinsky, 512
Othniidae, 265
Otiorhynchides, 437
Ourocnemis, 355, 356
Ovaries, 541, 602;
in larva, 325
Oviduct, 320, 321
Oviposition, of Cicada, 571;
of Notonecta, 567;
of Tachina, 507
Ovipositor, 436, 506, 531, 539
Owlet-moths, 414
Ox-warbles, 517
Oxybelus, 129
Oxychirotinae, 425
Ozaenides, 214

Pachypus, 187
Packard, on Hymenopterous metamorphosis, 7
Pad, of Lepidoptera, 314
Paedogenesis, 303, 461
Pagiopoda, 544
Palaeolepidoptera, 366
Palaeomicra, 435
Palaeotropinae, 347
Palaeozoic Insects, 311, 542
Palmer-worm, 323
Palpicornia, 219
Paltostoma, 465
Palustra, 377
Pangonia longirostris, 482
Panomoea, 237
Panurgides, 20
Papilio, 359;
P. ajax, forms of, 335;
P. antimachus, 362;
 P. zalmoxis, 362
Papilionidae, 342, 357, 359
Paracelyphus, 505
Paragia, 89
Parallel series in Aphidae, 585
Parandra, 288
Parapompilus gravesii, 105
Paraponera clavata, 172
Paraponyx, 423
Paraptera, 312
Parasites, among ants, 183;
of mason-bee, 43;
of larva of Andrena, 26;
of Odynerus, 76
Parasitic, bees, 23, 29 f.;
Prosopis, 32;
Diptera, 507
Parasyscia, 175 n.
Parmula, 501
Parnassius, 342, 362
Parnidae, 219, 243, 255
Parnopes carnea, 4
Parnus, 244
Parthenogenesis, 24, 85, 86, 395, 430, 469, 530, 583, 594
Parthenogenetic young, 139 n.
Passalidae, 192;
larva, 192, 262
Passaloecus, 128
Patagia, 311, 312
Pattern, formation of, 335
Patula, 414
Paurometabola, 542
Paussidae, 201, 213
Paussus cephalotes, etc., 214
Pavonia, 350
Pea-weevil, 277
Peacock butterfly, 352
Peal, on sound-producing ant, 156
Peckham, on Fossores, 130 n.;
on instinct, 70, 99
Pectinicornia, 194
Pedicinus, 600
Pediculidae, 599
Pediculus capitis, 599, 601;
P. melittae, 274;
P. vestimenti, 601
Pedilidae, 266
Peduncle, 133, 134
Pegomyia inanis, 79
Pelobiidae, 207
Pelobius tardus, 208
Pelogonidae, 562
Pelopaeus, 110, 112 n.;
P. bilineatus, 114;
P. laetus, 113, 117;
P. madraspatanus, 113;
P. spirifex, 112
Peltasticta, 245
Peltides, 233
Pemphigus, 589
Pemphredon lugubris, 128
Pemphredonides, 127
Penis, 314
Pentamera, 190
Pentanephria, 466
Pentatoma, 541;
P. rufipes, 535
Pentatomidae, 533, 545, 546
Pepsis, 104, 389;
P. formosus, 105
Pérez, on bee-parasitism, 32;
on Halictus, 24
Pericoma canescens, 470
Pericopinae, 409
Peridrepana, 401
Perilitus, 282
Peripneustic, 450
Peritracheal spaces, 332, 333
Perkins, R. C. L., on bee and acarid symbiosis, 70;
on Odynerus, 76;
on Prosopis, 21
Perophora batesi, P. melsheimeri, 377;
P. sanguinolenta, 379
Perophoridae, 377
Perothopides, 260
Peytoureau, on morphology of abdomen, 313, 314
Phaeism, 337
Phalacridae, 231
Phalacrocera replicata, 474
Phaloniadae, 427
Phanaeus splendidulus, antenna of, 191
Pharynx, 320
Phaudinae, 392
Pheidole, 165
Pheidologeton laboriosus, 159;
P. diversus, 167
Phenax, 575
Phengodes hieronymi, 249
Phengodini, 251
Philaenus spumarius, 577
Philanthides, 124 f.
Philanthus apivorus, 127;
P. triangulum, 125
Phileurus didymus, antenna, 191
Philonthus nitidus, 225
Phlebotomus, 470
Phloea corticata, 545
Phloeides, 545
Phloeothrips frumentarius, 530
Phobetron pithecium, 403
Phonapate, 246
Phoridae, 494
Phosphaenus hemipterus, 249
Phosphorescence, 250—see also Luminescence
Phragma, 307, 313
Phragmocyttares, 81
Phthanocoris, 543
Phthiriasis, 601
Phthirius inguinalis, 601
Phycitidae, 424
Phycodromidae, 504
Phyllocnistis, 431
Phyllomorpha laciniata, 547, 548
Phyllorhina, parasite of, 520
Phylloxera, 587
Phylogeny of butterflies, 343 n.
Phymatidae, 554
Phymatopus, 399
Physapoda or Physopoda, 531
Phytomyzidae, 504
Phytophaga, 190, 237, 276 f.
Phytophthires, 544
Phytoscopic effects, 336
Pierella, 348
Pieridae, 341, 357
Pieris brassicae, 340;
development of wing, 328, 329, 333
Piesma, 550
Pigments, 330, 334, 357
Pilifer, 308
Pill-beetles, 242
Pinaridae, 405
Piophilidae, 504
Pipunculidae, 496
Pipunculus, 496
Pison, 118
Pit-falls, 481
Plagiolepis trimeni, 153
Plagithmysus, 287
Plant-lice, 581 f.
Plants and ants, 183
Plataspides, 545
Platycnema, 496
Platypezidae, 496
Platyphora lubbocki, 495
Platypides, 289, 295
Platypsyllidae, 219
Platypsyllus castoris, 219
Platysoma depressum, 230
Platystomidae, 504
Plea minutissima, 567
Pliny, on Mason-bee, 44
Ploiaria pallida, 556
Plume-moths, 426
Plumules, 331
Plusia, 415
Pochazia, 576
Podilegidae, 32
Poecilocampa populi, 406
Poecilocapsus lineatus, 542
Poecilocyttares, 81
Pogonomyrmex barbatus, 164
Pogonostoma, 203
Poison, of Hymenoptera, 7 f.
Poison-glands, 2
Poisonous caterpillars, 376, 403, 404, 405
Polistes, 86;
P. and Stylops, 301, 303
Pollen-gathering and -carrying, 11, 12