Getting Around In The New QuickBooks

First, you will notice some organisational changes.

We want to make sure you can do the same work in the new QuickBooks that you did before (and we will help you if you have any difficulty). It will not take long for you to get comfortable, and you will see how the new QuickBooks can make your work much easier.

Here are some important navigation points. We call them:

The navigation bar

The Create (+) menu

The Gear icon

We’re going to guide you through each of them, so you understand what they are and why we’ve made these changes.

 

The navigation bar, on the left side of the page, has the items that you used to see in tabs lined across the top of the page (Customers, Suppliers, Employees, and so on).

You used to have to select a tab and then click on a menu, but now it takes just one click to see how your business is doing, what you’ve done, and choose what you want to do next. Try it for customers, suppliers, employees, and transactions.

Here are two examples:

• Click Customers to create a new invoice for a customer, or review a customer’s history with you over time.

• Click Transactions to review your banking information, or manage your accounts (with no need for to click between tabs, like in the old QuickBooks).

Use the (+) to start anything new for anyone you work with: customers, suppliers, employees, and so on. Here’s a small sample of what you can do:

• For customers you can create an invoice, receive a payment, set up an estimate, and more.

• For your suppliers you can record an expense, cheque, or bill, and more.

• For employees, you can set up a single time activity, or a weekly timesheet.

• You can even review bank deposits, transfer funds, make a journal entry, and create and send statements.

 

 

The Gear lets you manage tasks that you do less often, such as change company settings, manage your chart of accounts, set up products and services, or review recurring transactions.

It’s organised so that you can quickly get to tasks that involve your settings and your lists, use tools like import, reconcile, or budgeting, and manage the details of your account.

 

 

 

This page makes it easy to find customers and take the appropriate next action.

You’ll see more data here now, and quickly send emails and statements from the Batch actions dropdown.

The next recommended action is listed in the Action column, or you can open the dropdown to do other tasks, like receive a payment, create an invoice, or create an estimate.

 

 

It is listed under Transactions in the navigation bar.

We have created a centralised location where you can manage all of your accounts. Just click Transactions to reveal Banking and select it to open the Bank and Credit Cards page.

To connect a bank account to your financial institution (so you can download electronic statements), click Add Account at the top right of the page. This was called either “download transactions” or “online banking” in your old QuickBooks.

Use the Reports page to see an overview of your available reports.

Below the search bar are links for Recommended, Frequently Run, My Custom Reports, and All Reports. (Recommended Reports shows what reports other businesses like yours are running.) Use these convenient links to move quickly between different reports.

The new Reports page gives you a lot of flexibility. Search All Reports if you are not sure what you are looking for, go to My Custom Reports to view your memorised reports, and go to Frequently Run to view the reports you use most often.

Click All Lists under the Lists column to find: Chart of Accounts, Recurring Transactions, Products and Services, Locations, Payment Methods, Terms, Classes, and Attachments.

Use the Gear icon to go directly to the lists you use most often. Just click the link (Products and Services, Recurring Transactions, or Attachments).

We know that shortcut keys are very important to some users. Press Ctrl+Alt+? to display an overlay with a list of keyboard shortcuts.