There are also numerous tools that can be accessed from this menu item. This includes an inventory of your products, lists of recurring transactions, accepted payment methods, terms for things like payment due dates and discounts, and file attachments that can be added to transactions. Within Lists, you can see all sorts of useful information about your company. You can also check out new and experimental plug-ins for QuickBooks by clicking on QuickBooks Labs. You can also jump to the Chart of Accounts to see your company's financial standing. You can customize how forms will look, such as changing colors and adding your logo. You can go to Manage Users, where you set up users who can use QuickBooks Online and also configure their privileges in the application. Within the Company category in the settings, you can adjust your Accounts and Settings, where a lot of your information such as address, business type, and tax number are found. The main categories here are Company, Lists, Tools, and Profile. Clicking this icon opens a window which links you to all sorts of settings that you can adjust. The next thing in the Header pane is the Settings icon. You can receive notifications for all sorts of things, such as for when a new bill is received or when a customer pays an invoice. This is where new notifications can be accessed. Next you will see the Notifications icon, which looks like a bell. There is also an Advanced Search for help in narrowing down what you're looking for. You can search for all sorts of things, including a customer or vendor's name or address, specific transactions, specific monetary amounts, or for transactions on a certain date. This is for searching through your company file. The next icon in the Header pane is the Search icon, which looks like a magnifying glass. You can also ask a question directly to QuickBooks Online's support staff by clicking Contact Us at the bottom of the window. Here you can enter a query and will be directed to a recommended response from their community site. You can also have QuickBooks search for a qualified accountant in your area.Īfter the My Experts button, there is a help button. This is where you can grant access to your own accountants to your QuickBooks Online account. The next icon on the Heading looks like a person and is for My Experts. They are used to add all sorts of new things to your company, such as customers, vendors, employees, and bank accounts. These buttons have the same functionality. One thing to notice is that when the Navigation Pane is hidden, a '+' button appears at the top of the Dashboard to replace the New button that was in the Navigation Pane.
On a mobile device, you will need to click the three bars in order to see the Navigation Pane at all. When you click the horizontal bars, you will notice that the Navigation Pane on the left side disappears. At the top in the main window area, you will see your company's name next to the three horizontal bars.
#247 help with quickbooks online screen sharing series#
The Header is the thin, static area at the top of the screen that has three horizontal bars on the left side and a series of icons on the right. Bear in mind that Intuit frequently reorganizes the user interface, so there may be small discrepancies in the layout when you view it. We'll start this lesson by taking a look at the Dashboard first. There is the area on the left with a dark background which is called the Navigation Pane, and there is a main area with a white background called the Dashboard.
When you get to your landing page, you will notice that there are two contrasting areas. You can actually see how QuickBooks Online looks on a mobile phone by reducing the width of your browser window on your computer.įor this tutorial, we will assume that you are viewing QuickBooks Online through a browser window on your computer. Despite the layout changing, the actual content of the pages will be the same. So, if you are viewing the site on a smartphone which has a narrow screen, then the layout will be different from when you view it on a computer, which has a wider screen. That means that the layout changes depending on the width of your screen. One of the most important aspects of QuickBooks Online's user interface is that it is responsive. Luckily, QuickBooks Online has a well-tested navigation system that gives you quick access to everything you need.
Good navigation can make your work a smooth and enjoyable experience, while a bad navigation system can make things frustrating and lead to mistakes. Being able to easily navigate your way around an application is essential for working effectively.
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