How to Navigate Quickbooks Online

Getting Started with QuickBooks Online

• When you first open QuickBooks Online, the interface may look completely different from QuickBooks desktop, causing confusion for some users.

• The dashboard in QuickBooks Online provides summary information on invoices, expenses, profit and loss, and sales, with options to change date ranges for specific information.

• It also includes links to various alerts and notifications from QuickBooks Online, providing a comprehensive overview of the financial status and tasks that need attention.

• Bank accounts are also visible on the dashboard, allowing users to manage and reconcile their accounts directly within the platform.

Getting Started with QuickBooks Online

Understanding Bank Feeds in QuickBooks Online

• The bank feeds feature in QuickBooks Online allows users to review and accept transactions from their checking, savings, and credit card accounts.

• Users can directly access their checking, savings, MasterCard, and Visa registers through the bank feeds feature, and also have the option to connect their accounts to online banking.

• QuickBooks Online provides a setup process that guides users through customizing invoices, setting up payments, tracking income, and adding finishing touches, similar to an easy start option.

• A privacy feature allows users to choose whether to display their financial information on the dashboard, providing control over who can view this sensitive information.

• The dashboard and banking sections in QuickBooks Online are where users can access and manage their bank feeds and transactions.

Understanding Bank Feeds in QuickBooks Online

Navigating QuickBooks Features

• QuickBooks offers a range of features to manage your accounts effectively, including the ability to update and match accounts, categorize items from bank feeds, and track sales.

• Within the sales section, users can access tabs across the top for easy navigation, and highlighted options that allow them to view unpaid invoices, send reminders, share invoice links, and perform other related actions.

• The platform also provides options to import transactions and create new transactions such as invoices and payments, offering flexibility in managing financial data.

• Users can navigate through the expenses section to view vendors and explore various items, ensuring a comprehensive overview of financial outflows.

• Other important features include sections for workers (employees and contractors), reports, taxes (payroll and sales), and accounting, providing a holistic view of financial and tax-related activities.

• QuickBooks also offers the convenience of accessing essential information related to payroll and sales taxes under the taxes section, catering to the diverse needs of businesses.

Navigating QuickBooks Features

Understanding the QuickBooks Desktop Interface

• The QuickBooks Desktop interface consists of a quick create menu that allows users to perform various tasks such as creating invoices, receiving payments, and generating estimates.

• In addition to the quick create menu, users can access additional options by clicking on the gear icon. These options include accountant settings, user management, custom form styles, chart of accounts, QuickBooks labs, lists, tools, user profile, budgeting, and audit log.

• Accountant settings play a crucial role in customizing preferences for company information, sales, expenses, and advanced options. This is similar to preferences in QuickBooks Desktop and offers extensive customization for various aspects of the accounting process.

Understanding the QuickBooks Desktop Interface

Navigating QuickBooks Online

• QuickBooks Online provides easy navigation through the dashboard where users can access the home screen by clicking on the X icon.

• The left side of the dashboard offers options for quick navigation, along with the quick create menu and the gear icon for settings.

• Users can seek help and community support by clicking on the help icon to ask various questions and access the Intuit community.

• The full QuickBooks Online training tutorials cover every aspect of using the platform, with regular updates and new videos added weekly.

• Users can also receive one-on-one support through forums, private Facebook page, and email answers for specific questions or unique situations.

• For comprehensive training and support, users can visit QuickBooks University at QBUniversity.org.

Navigating QuickBooks Online

Conclusion:

Mastering the navigation of QuickBooks Online is essential for efficient account management. With this guide, you can confidently explore the dashboard, bank feeds, sales, expenses, and other crucial features to streamline your financial tasks.