You probably have the basics down already, but did you know you can click these 10 things on the QuickBooks home page and be even more productive?
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Have financial information at your fingertips when managing and planning for your business.
QuickBooks logo
Why it’s useful: one click takes you back to the home page, no matter where you are. - Welcome Guide
Why it’s useful: get step-by-step instructions on basic QuickBooks Online tasks. - ‘X’ to the right of the Welcome Guide
Why it’s useful: once you’re done getting started, delete this section and regain some screen space! - Your company logo or name
Why it’s useful: quick access to change your company logo or name. - Private mode switch
Why it’s useful: hide sensitive financial data from prying eyes (aka “Starbucks mode”). - Any bank or credit card account
Why it’s useful: see a list of all recent transactions for that account. - Any bar in the Income section
Why it’s useful: see a filtered list of open, overdue, or paid transactions. - Activity feed filter
Why it’s useful: show only invoices, estimates, payments, or expenses. - Date range picker in the Expenses or Profit and Loss section
Why it’s useful: choose a date range that’s more meaningful for your company. - Any pie slice in the Expenses section or bar chart in the Profit and Loss section
Why it’s useful: see a transaction report just for that expense category.
Williams & Kunkel, CPAs, LLP are Certified QuickBooks Pro Advisors.
With our help, you can be sure your books are organized and accurate so year-end tax return preparation goes quickly and smoothly. This will help cut down on accounting fees and, with a clean QuickBooks data file, have financial information at your fingertips when making management and planning decisions throughout your business year.