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.
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 […]
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 […]
NEW UPDATED: QuickBooks Online Tutorial: QuickBooks Online in 2022 — Getting Started for Beginners QuickBooks Online Tutorial: QuickBooks 2020 Getting Started for Beginners Sign up for QuickBooks for a 30-day FREE Trial https://newqbo.com/test-drive/ Compare Features and Usage Limits of QuickBooks Online Plans – Advanced, Plus, Essentials, and Simple Start https://newqbo.com/features-and-usage-limits-in-various-quickbooks-online-plans/
Currently, there is no built-in Customer Sales Detail by the Sales Rep report to pay commission in QBO at this time. The workaround in QBO is to use one of three available custom fields on the sales forms (invoice and sales receipt) for Sales Rep (as a text field). And then you can run the […]
The following table will show features and usage limits available in various QuickBooks Online plans: In this video, we will do a full comparison between various QuickBooks Online plans. We will do a deep dive into every aspect of Advanced, Plus, Essentials, Simple Start versions of QBO, and review all their features one by one. […]
As a general accounting method (especially if you’re an Accrual basis)*, you would record Prepaid Unearned Income from Customer to a Current Liability account. See the screenshot below for how to create this account in your Chart of accounts. You’ve two ways of handling this, select one which works best for your business. Option 1: If you’re depositing this […]
Currently, there is no such standard report in QuickBooks Online. However, you can run the Audit Log report for transactions and filter it to Show deleted/voided transactions and Using Accounts Receivable (A/R) as a source account for Invoices. Unfortunately, you can print this report but not export it to Excel or PDF at this time. […]
Price Rules feature is currently available in Advanced plan and Plus plan only. It’s not available in Essentials plan and Simple Start plan at this time. How to turn Price Rules? From the Gear icon on the top right corner, go to Your Company and select Account & Settings. From the menu, select Sales. Select […]
To change the customer label: Select the Gear icon at the top, then Account & Settings under Your Company. Select Advanced then choose the pencil icon in the Customer label section under Other preferences. From the drop-down menu, choose your preferred customer label. They currently have seven labels to choose from (Clients, Customers, Donors, Guests, Members, Patients, and Tenants). Choose Save, then Done. Note: Some […]