Getting Around In The New QuickBooks

First of all, you’re going to notice some organisational changes.

We know you’re used to working in specific ways, and we want to help you transition your workflows to the new QuickBooks. (We also know this may be a little painful initially, but we’ll help you through that). You’ll get the hang of it quickly, and see how the new QuickBooks can streamline your work.

Let’s start with some important compass points. We call them:

The navigation bar

The Create (+) menu

The Gear icon

We’re going to walk 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 you’re doing, what you’ve done, and choose what you want to do next. Try it out 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 tab jumping, like in the old QuickBooks).

Use the (+) to start anything new for anyone you work with: customers, suppliers, employees, and so on. Here’s just 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, like changing company settings, managing your chart of accounts, setting up products and services, or reviewing 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's under Transactions in the navigation bar.

We’ve 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 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 handy links to move quickly between different reports.

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

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

You can go directly to your most frequently used lists using the Gear. Just click the link (Products and Services, Recurring Transactions, or Attachments).

We know that shortcut keys are very important to some users. Here's how to find them in the new QuickBooks:

Press Ctrl+Alt+?. An overlay with tfhe keyboard shortcuts will appear.