The Navigation Bar
From the QBO home page screen > go to navigation bar on the left. The Navigation Bar has the items that you used to see in tabs across the top of the page (like
Customers, Vendors, Banking and Employees). This is where you come to see how you’re doing, what you’ve done, and choose what you want to do next.
Try it out for customers, vendors, employees, transactions and much more.
Here are a few examples of what you can do from here:
Click Customers to create a new invoice for a customer (client), or review a customer’s transactions over time.
Click Vendors to create a new bill for a vendor (supplier), or review a vendor’s transactions over time.
Click Employees to create a new employee, or review an employee’s transactions over time.
Click Banking under Transactions to review your banking information, or sync bank account with QuickBooks. This is also referred to as bank feed.
Click Sales under Transactions to review all sales transactions (like Invoice, Sales Receipt and Money In).
Click Expenses under Transactions to review all expense transactions (like Bill, Check and Money Out).
Click Chart of Accounts under Transactions to create and review your company’s chart of accounts. You can see “Bank Register” (also known as check register) from here by clicking “View Register” under action column (far right corner).
Click Print Checks under Transactions to print queued checks or add new check (upper right corner) to print.
Click Reports to print built-in reports. Go to report (magnifying glass) and type name of a report.
Click Sales Tax to set up sales tax settings, or record tax payment. You can also view sales tax liability report from here.
Click Apps to check out new and top rated apps. You can browse apps by category.
Marketing (Still at QuickBooks Labs). To enable this feature, go to Company Gear (upper right corner) > Settings > Quickbooks Labs > Customer Ratings > On). Ask customers to rate your business with private feedback or public reviews.
Do More. Do More with QuickBooks (like tips & tutorials, products & services and more.
Intuit Aid Assist is a free website with an interactive tool to help you evaluate whether you may be eligible for federal relief funding. Paycheck Protection Program (PPP) Economic Injury Disaster Loan (EIDL) https://aidassist.intuit.com/app/home?albRedirect=true#/home QuickBooks Online with Payroll should see the in-product prompt to apply for the government’s Payroll Protection Program. From the left dashboard […]
Getting started with QuickBooks Online Tutorial in 2022 How to use QuickBooks Online Tutorial (2022) What you will learn watching this video: 1) Basic understanding of QuickBooks 2) Navigating QuickBooks Dashboard 3) Setup the Gear icon in QuickBooks 4) Managing Transactions (Creating vs. Adding) 5) Bank Feeds Transactions 6) Book Review (Running Reports) #QuickBooks #QuickBooksOnline […]
To turn this on: Gear > Your Company > QuickBooks Labs The cash flow chart uses historical data from your Banking tab — bank connected transactions only. The chart excludes: CSV import, Credit card, entered manually into QBO, Multicurrency transactions More Info…
If you have already set up class tracking in QBO, you will need to go to Payroll Settings and assign it to track classes for payroll transactions in QuickBooks. Here is how: From the Gear icon on the top, go to the Your Company tab. Select Payroll Settings under Account & Settings. Select the Accounting […]
If it’s fully-owned that means you should not have liability balance in your QuickBooks. But what about the asset value and accumulated depreciation? You will need to remove the asset and accumulated depreciation from the books and also figure out the Gain or Loss on Sale of an Asset. See the screenshot below on how […]
QuickBooks Online: Employees and Payroll Helpful Articles Top 5 new posts: Why do I have to pay payroll taxes if I did not run payroll? I accidently had my payroll checks post to the wrong account how can I change them to the correct ac… Is it possible to prevent Intuit’s payroll services from handling […]
Your account will be immediately converted to view only access after you cancel the subscription. It’s highly recommended exporting reports and lists (or printing your data) before canceling the subscription. Also, you can access your data within one year from the date you cancel the subscription. Here’s how to cancel the QuickBooks Online QBO subscription: […]
Tag transactions in QuickBooks Online Tags are customizable labels that let you track transactions however you’d like right for your business. You can tag transactions such as invoices sales receipts, expenses, checks, and bills. When you put Tags into Tag Groups, you can easily see how your business is doing. You’ll need Tag Groups to […]
Here is how to modify your transactions by batch so you’ll not go through each and every single one of them in your register: With your expense transactions, you can visit the Expenses menu from the left Dashboard. You can filter the transaction you want to update except Split transaction, then categorize them. Go to […]
Example: My total deposit amount is $1,300, $1,200 for payment for the outstanding invoice and $100 for Insurance refund. From the Banking Review tab, find the Deposit transaction you want to match with customer payment plus insurance refund. Click the Deposit transaction row in question. Click the “Find match” radio button. Match transactions screen will […]