3 Ways To Navigate QuickBooks Online Including the QBO App


“Where is the navigation bar in QuickBooks Online?” QBO and the QuickBooks app have two primary ways of navigating data:

  1. The left-hand menu
  2. The dashboard “cards.”

Many of the topics in these menus will have sub-topics. Navigating QuickBooks Online (and the app) is fairly simple once you familiarize yourself with the layout. Knowing how to navigate this software will help you do what you need to do and find what you’re looking for.

Accounting is the language of business (Source). So, your books are the story of your small business. This story, like all others, will have twists and turns, peaks, and valleys. Hopefully, when the story is finally finished, the ending will be a happy one.

Check out the Navigating QuickBooks Online Web Story.

Several options for navigating QuickBooks Online

A lot of what you do in QBO can be accessed in several different ways.

There are two primary means of getting where you need to be in QBO – the left-hand navigation bar and the Dashboard.

Click to enlarge
Credit: qbo.intuit.com

1. Left-hand navigation bar

The left-hand navigation bar is organized by business function. The topics are listed below.

Clicking on some of these topics will expand your options into sub-topics.

  • Dashboard
  • Banking
    • Banking
    • Rules
    • Receipts
  • Expenses
    • Expenses
    • Vendors
  • Sales
    • Overview
    • All Sales
    • Invoices
    • Customer
    • Products and Services
  • Projects
  • Workers
    • Employees
    • Contractors
  • Reports
    • Standard
    • Custom reports
    • Management reports
  • Taxes
  • Mileage
  • Accounting
    • Chart of Accounts
    • Reconcile
  • My Accountant
  • Live Bookkeeping.

2. The Dashboard

This is the first screen you’ll see when you log in to QuickBooks Online. It is a snapshot of your most critical business information. Click on any of the Dashboard “cards” to open up a tab with further detail.

The cards (and tabs) are:

  • Invoices
    • Overview
    • All Sales
    • Invoices
    • Customers
    • Products and Services
  • Expenses
    • Expenses
    • Vendors
  • Profit and Loss
    • Profit and Loss Report
  • Sales

This information is conveyed as data and graphs. Bank accounts are also shown.

Navigating QuickBooks Online’s mobile app

Owning a small business means that you wear many hats. It also means that you aren’t (probably) spending your entire day in front of your computer.

Maybe you’re too exhausted at the end of the day to sit at that desk and handle your accounting. QuickBooks Online gives you another option to access your books. That’s through their mobile app.

The app is free with a QuickBooks Online subscription. You’ll have access to some of the most critical functions. For example Company, Contacts, Transactions, Reports, plus Help and Settings.

Credit: rodmancpa.com

When you first open the app, you’ll see your Activity screen. This will show your business’s cash flow transactions.

Click on Customers will show you all of the activity for a particular customer. Plus, you can easily call, email, or see a map of the customer’s address.

The Expenses option allows you to take a picture of receipts and you can capture the expense on the spot.

The QuickBooks app menu options are:

  • Home
  • Note & Attachments
  • Products & Services
  • Payroll
  • Customers
  • Vendors
  • Banking
  • Chart of Accounts
  • Expenses
  • Estimates
  • Invoices
  • Invoice Payments
  • Sales Receipts
  • Bank Deposits
  • Profit & Loss
  • Balance Sheet
  • Settings
  • Help & Feedback

The QuickBooks app dashboard options are as follows:

  • Profit and Loss
  • Expenses
  • Account Balances

Navigating QuickBooks Online

QBO gives you multiple entry points for finding the information you need. Also, remember that tools and settings can be accessed from the gear icon in the upper right-hand corner.

The Dashboard is the first screen you’ll see when you log in to QBO. This screen is comprised of “cards” that give you a snapshot into relevant aspects of your business. Each card will show data and a graph.

The app allows you to access the primary functions of QBO via your smartphone. One of the main features of the app is the ability to take a picture of receipts in order to create an Expense transaction. The app is free with a QBO subscription.

Do you use the QuickBooks app?

What topics are too hard to find in QBO?

Join the conversation on Twitter!

KCB

Recent Posts

1 in 10 Americans have unclaimed money – We’re telling you how to find it!

As millions of Americans struggle financially as a result of the coronavirus outbreak, now is…

3 months ago

7 Best Credit Cards for Small Businesses

It is reasonable to wonder why there is a need to get credit cards for…

4 months ago

NJ Small Business Insurance

Small businesses around New Jersey have continued to emerge, creating a great environment for investment.…

4 months ago

Another word for excel: a list of Synonyms

The word excel has multiple meanings depending on the context in which it is used.…

4 months ago

JGOD Spreadsheet Download: Link to Download included

Are you looking for JGOD's spreadsheet of weapons? But wait, this spreadsheet is for gamers,…

4 months ago

Best Beginner Tips and Tricks for Getting the Most Out of Microsoft Excel

If you’re just starting with Microsoft Excel, you may feel overwhelmed by the sheer number…

7 months ago