How to Navigate on QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Navigate on QuickBooks Online

2. Navigating QuickBooks Online

1. Ask the Customer to open their preferred browser and type
2. Click on the Sign In button located in the top right-hand corner and select QuickBooks Onlinehttps://quickbooks.intuit.com/global/ 

1. Ask the Customer to enter their QuickBooks Online User ID and password and select Sign In.

The Home Page displays a summary of key information. A new file setup would display as below with no transactions. Company settings are in the top right corner of their QuickBooks Online screen, accessed by clicking on the Gear icon. We will cover this in Company File Setup. To access the Help function, click on the question mark icon next to the company menu in the top right corner.

The Create button in the top right corner of the screen gives quick access to create new transactions and other records:

Search – Use this feature to quickly look up QuickBooks Online transactions by number, date, or dollar amount. The Advanced Search feature provides additional filter options.

Recent Transactions – Use this feature to display a list of recently recorded transactions, each of which can be opened by clicking on the search box.

Show less - The Create window also has a simplified view accessed via the show less option.

The left-hand navigation bar provides access to:Dashboard displays a summarised view of relevant information in a graphic mode. This view can change depending on their dataBanking displays their linked bank feeds and bank rulesSales show transactions including Invoices, All Sales, Customers, Products, and ServicesExpenses show all purchase related transactions and supplier detailsEmployees provide access to the employee-related processes.Reports provide access to the reports available in QuickBooks Online.Taxes allow them to add a tax to their invoices and track the taxes they owe.Accounting includes the Chart of Accounts and tools to reconcile their relevant bank accounts.When signed in as an Administrator the Apps menu will access featured applications and add-ons to QuickBooks Online from this page.

Clicking the Hamburger icon will collapse the left menu, which is handy if they need some more screen real estate.

The rest of the Dashboard can display:

Bank Accounts – Connect and review accounts and balances

Activities – Transactional activity can be reviewed and filtered

Panels – will give them an overview of key metrics in their business

Privacy – In a public location, the Privacy option can be turned on to hide financial information