Navigating Quick-Book Online.
When you log into QuickBooks Online, the Home page is the first screen that appears. The top of the screen shows the name of the QuickBooks Online company (helpful when you are running more than one company in QuickBooks Online). Xxx hide the welcome information??
You’ll see Setup guide at the top of the Home page which can guide you through such steps as invoicing and getting set up by a pro. Clicking on Hide will collapse this guide so that you have more screen real estate available on this Home page.
Once it’s collapsed, you can click on Show in the guide to expand it again.
Below the Setup guide, you’ll see a graph related to your Profit and Loss, as well as an Expenses graph giving you a breakdown of types of expenses. You can change the date range for these areas. As you hover over any of the sections of these graphics, you will get more information about that section and you can drill down to get either a detail report related to totals or to an actual transaction.
Notice further down that there is an Income bar on the Home page showing you open invoices and which of them are overdue, as well as what was paid in the last 30 days.
On the right hand side of the Home page, there is a listing of bank and credit card balances, and, if those accounts are connected with the banks, you get information as to current bank or credit card balance versus the QuickBooks Online balance for each account, how many transactions have been downloaded and have not been matched or entered into QuickBooks Online. There is also a direct link to connect a bank or credit card account to its QuickBooks Online counterpart, as well as a drop-down to take you directly to the register for the bank or credit card account of your choice.
This section of the Home page acts as a reminder to review the bank feeds on a timely basis. You’ll learn more about the Banking Center later in this training.
Lastly, you’ll find a Tips area which you can browse in a carousel-like fashion by clicking on the sideways arrows.
At the top of the screen is a switch called Privacy. When you turn on Privacy, QuickBooks basically hides all the financial numbers on the screen to protect this sensitive information from anyone walking by your computer. This is really helpful if you’re working in QuickBooks Online and you’re in a public place such as an airport or a coffee shop.
On the left hand side of any QuickBooks Online company is the Navigation bar.
Because the Home page automatically opens when you open up QuickBooks Online, it directs the small business owner to review key metrics about their business. This is a good thing. Too often, small businesses enter transactions but don’t really look at their results until tax time. And that could be too late.
User | 29/03/2017