Gear icon: By clicking on the gear icon in the upper right corner, you’ll be able to access your clients’ Account and Settings, Lists, Tools, and more. Note: Use the Hamburger icon (yes, that’s the real name, even outside of QuickBooks!) to collapse and expand the left navigation to give yourself more space to work. For example, by clicking the Sales tab, you can access these subcategories: All Sales, Invoices, Customers and Products and Services. When you click on a tab, smaller subcategories will appear along the top. Left navigation: In this panel you’ll find the various tabs you need for working in your clients’ QuickBooks, broken up by category. Let’s walk through it piece by piece.ĭashboard: When you open a client’s company, the home page will show you an interactive overview of their Invoices, Sales, Expenses, Profit and Loss, and Bank Accounts. If you’re accustomed to desktop software, the cloud-based layout can take a little getting used to. Unlike traditional desktop software, QuickBooks Online is accessible across multiple devices and operating systems, much like an app you’d use on a smartphone or tablet. Here are my 10 key steps to getting comfortable with QuickBooks Online. Rest assured, it’s not as daunting as it may seem. Accountants and bookkeepers often ask me what they should do first to familiarize themselves with their clients’ QuickBooks® Online accounts.
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