4 tips on navigating the new QuickBooks
[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]
Here are four quick tips on finding your way around the new QuickBooks.
1. Click Create (+) at the top of the page to enter pretty much any transaction — including invoices, sales receipts, expenses, and bank deposits. Click the “Show more” link to see the full list.
2. The settings gear in the upper right corner includes Reconcile, Chart of Accounts, Recurring Transactions, and Products and Services, as well as your QuickBooks subscription details.
3. The navigation bar on the left side of the page is your gateway to all features — including your income list under Transactions > Sales.
4. The gear icon above a table lets you customize how the table looks.