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 […]
From the homepage screen Click on the Company Gear (upper right- see pic) Select Reconcile under Tools heading Choose the Account Now you can Reconcile Another way to get there is from the homepage screen From the blue navigation bar on the left, select Transactions Select Registers Locate and double click the bank account(or credit […]
I want to download bank and credit card transactions manually from time to time. How Can I turn off the automatic download feature? This is actually something QuickBooks Online does in the background. There is no preference for it. You can disconnect the download then reconnect it later. From the Blue Navigation Bar on the […]
To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2 […]
It involves one additional entry. Open new “Bank Clearing Account” under Bank type Go to Pay Bills (+ sign > Pay Bills under Vendor Heading) Select Payment Account = Bank Clearing Account Select Hand-written check (Starting Check No.) = some payment reference number (or Loan from..) Click Pay Bills button Next step is to write […]
In QBO, they have “Pre-fill forms with previously entered content” rather than specifically selected expense accounts to Pre-fill like in QB desktop version. From home page screen, select Company Gear (top upper corner) Select Company Settings under Settings Select Advanced Select Automation Select Pre-fill forms with previously entered content Double click to edit “Pre-fill forms […]
In QBO, there is no way to make Journal Entry billable like in QB desktop version. Instead, you will to enter as vendor expense, check, or bill. Then you can make it billable expense to customer or client.
You want it fast? Leverage keyboard shortcuts. They’re the quickest way to navigate QuickBooks so you can get in and out and back to business. These are the shortcuts that the team has built into the new QuickBooks so far: To pull up a list view of all your shortcuts, press [ctrl]+[alt or option]+[/ or […]
There is no way to set up a discount for a fixed amount at this time. This option for a % with subtotal is badly needed in new QuickBooks Online. I Suggest sending in your QuickBooks Online Feature Requests here: http://feedback.qbo.intuit.com/
To stop a recurring transaction from recurring, you will either need to delete the recurring transaction, or edit the schedule so that it will not be regenerated. Here’s how to do it: First, click the gear in the upper right of your Home screen. Choose Recurring Transactions from the menu. Click the recurring transaction to select it. If you’d like to […]