QBO Home Page

2017 January QuickBooks Online Dashboard – Find Your Way Around

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
Sales Tax (or Taxes for sales tax and payroll tax if payroll is activated)

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 – Your One-Stop QuickBooks Online Learn & Share Blog.

  1. 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.
  2. 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


How do I download banking transactions into quickbooks from the months before I started using the QBO program

First you will need to download QuickBooks format file (QBO, QFX, OFX only) directly from the bank account to computer hard drive.

From the blue navigation bar on left > transactions > banking

You are now at the bank feeds section of the QBO area. Select bank account to download these new transactions.

Go to upper right (next to “Add Account” blue button)> select “File Upload” from pull down selector (“Update” is default)

It will take to next “Upload Bank File” screen > “Select the file to upload” from your computer hard drive. It goes through upload process. You should also all the bank downloaded under “New Transactions” area.

See attached screenshot photos for guidance.

Upload bank file QFX QBO OFX

upload file from bank feed
helpful videos


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