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 […]
There’s no way to convert that Invoice to an Estimate. QuickBooks Online doesn’t have a mechanism in place to create Estimates out of Invoices. You’ll have to manually create the Estimate and delete the Invoice. #QuickBooks Online
From the blue navigation bar on the left Go to Customer center (or Vendor center) Go to “Settings” gear (located far right next to export to excel and print icons) Select to include inactive checkbox from the dropdown list (see screenshot photo for reference) If there is need to run inactive (or deleted) list/report Go […]
Unlike QuickBooks desktop version (where you can create as many multiple company files as you want), QuickBooks Online is per one company file subscription. You can only have one business or company file in one paid subscription account. You can add multiple companies with additional PAID subscriptions under your same login account. #QuickBooks Online
To create Purchase Order: GO to “+” sign (top middle) Select Purchase Order Create Purchase Order To receive inventory and enter bill: GO to “+” sign (top middle) Select “Bill” under Vendors heading Select “Vendor” from the list (top left) On right side “Purchase Order” add to link pop-up Click “Add” link It will automatically […]
From the homepage screen, go to blue navigation bar on the left Select Customer (that’s CUSTOMER CENTER) Locate Customer to edit Double click Customer Notice Edit (next to company name top right corner) Click on the screenshot below to enlarge it #QuickBooks Online
GO to the Company Gear (upper right hand corner) Select “Company Setting” under Settings Select “Sales” under Settings (or “Sales Form Entry” under Preferences) Check-box “Custom transaction number” (see attached screenshot below for reference) SAVE GO back to create new Invoice Click “+” plus sign Select “Invoice” under Customers Enter new “Invoice no.” (located at top […]
Yes, you can undelete a deleted account in QBO. From home page screen, select Company Gear (top upper corner) Select Chart of Accounts under Settings Select “Include inactive” (located next to Filter by Name) The page will refresh automatically. Locate the account you want to undelete from the list (it will indicate as deleted account) […]
The tutorial video below explains how different expense transactions are entered in QuickBooks Online. It is a step-by-step process of learning how to enter expenses in QBO. This is probably the best in-depth video that covers vendor expenses in QuickBooks Online. I highly recommend you to watch it. Let me summarize the content of […]
This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees. […]
Major features of QuickBooks Online (QBO) are explained in one single Chart below: Click on the screenshot below to enlarge it Dark Blue navigation bar on the left for customer center, vendor center, all transactions including printing checks, run standard reports, setup and print sales tax, and buy apps. Company Gear – […]