Here is the quickest reference guide to 2017 January homepage dashboard in QuickBooks Online.
1. Left navigation bar
2. Create (+) icon
3. Main Gear icon
4. Bank download
5. Help
1. Left navigation bar
It shows the menu of items:
Customers Center
Vendors Center
Employees Payroll Center
Transactions to see related subitems like bank downloaded accounts, sales, and expenses list, and chart of accounts
Reports
Sales Tax (or Taxes for sales tax and payroll tax if payroll is activated)
Apps
Sorting order of items could be slightly different.
2. Create (+) icon
This is for adding any manual transactions in QuickBooks.
3. Main Gear icon
This is for managing your company prefer settings, subscription, lists, tools for import export data, bank reconcile, budget and audit log.
4. Bank download
This is where you will sync your bank accounts and credit card accounts to QuickBooks. You will see bank downloaded transactions in “For Review” tab. You can review and accept (add or match) the transactions. It will then post to QuickBooks bank register.
5. Help
Click the Help (?) icon to get help information.
Or just bookmark http://NewQBO.com – Your One-Stop QuickBooks Online Learn & Share Blog.
MUST READ THIS:
- Depending upon subscription level, you may see, up arrow icon. It means such functionality is not available in your plan. You will need to upgrade the plan. Caution: You can upgrade plan, but there is no downgrade in QBO.
- For new QuickBooks Online Feature Requests, click here. You can post your own idea, or just review and VOTE on already asked thousands of feature requests.
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Related articles:
Comparing Homepage Dashboard Income and Expense to Profit and Loss reports
Tasks List on Home Page
