QuickBooks Online: Customizable Homepage Dashboard Screen

We have received all kinds of QBO questions over the years. But the single biggest question we keep hearing is how come QBO homepage is not 1-click navigation to the main activities. One click to create Invoice. One click to Receive Payment. One click to Write a Check. One click to Pay Bills. Run memorized […]

We were able to view the bank register and make corrections, etc. in old QBO. Now with the new QBO, we need to be able to have the same access and features before.

If manage user’s access level has not changed, you should be able to edit transactions from the bank (check) register in new QuickBooks. From the blue navigation bar on the left > select Transactions > select Registers > Locate and double click on the bank account to edit It will take to “Bank Register” screen. […]