Index

Symbols

1099 contractors 262

managing 262

paying 265-268

setting up 262-265

tracking 265

1099 year-end reporting 268-274

A

accountant

data access, providing 300-303

accountant user 103-105

accounts payable (A/P) 8, 218

Accounts payable manager role 101

apps

benefits 107

finding, for business 112-114

reviewing, before connection 329

risks 108

using 107

B

bad debt expenses

bad debt item, creating 312, 313

credit memo, applying to outstanding customer invoice 315-318

credit memo, creating 314, 315

customer refund, issuing 318, 319

recording 311

bank accounts

banking transactions, importing automatically 73-77

banking transactions, uploading from Excel or CSV file 77-85

connecting, to QBO 73

billable roles 97

Accounts payable manager 101

Accounts receivable manager 100

company administrator 102

In house accountant 101, 102

primary administrator...