9 Parts of the QuickBooks Online Company Home Page
Your Home page contains three links in the Get Started with QuickBooks box at the top of the screen.
The 1-Minute tour might interest you, although you’ll probably already know most of what appears in the tour by the time you sign up for QBO.
The other two links, also 1-minute tours, describe the basics of using Intuit Payments (to accept electronic payments from customers) and Intuit Payroll. You can close the window containing the tours by clicking the X in the upper right corner of the window.
You also can click the Welcome Guide link to view ten tasks you can complete to familiarize yourself with QBO.
Notice, at the top of the screen, that the Welcome Guide opens in its own browser tab; you can leave the tab open and redisplay QBO just by clicking the QuickBooks browser tab. You can also redisplay the Welcome Guide at any time; it’s available on the Help menu.
Examine the Home page. In the center of the screen, using most of the Home page real estate, you find information that changes depending on what you have clicked while using QBO.
For example, when you initially open QBO, the information is overview company information. If you click an entry in the Navigation bar (on the left side of the screen), the information in the center of the Home page is related to the entry you clicked. If you select a setting on the Gear menu, the information is related to the setting you select.
You might have noticed the Private Mode button. This button appears after you have entered at least one transaction, and you can use it to temporarily hide financial information on your Home page. For example, you might want to turn Private Mode on if you’re using QuickBooks in a public place or even in your office when you’re not alone.
The Navigation bar runs down the left side of the screen. You use the Navigation bar the same way you’d use a menu; click an item in the Navigation bar to, well, navigate to that part of QBO. For example, you can click Transactions in the Navigation bar to see the available transactions in QBO and then click one to use that type of transaction.
The highlighted entry in the Navigation bar does not always change to match the information shown in the main portion of the Home page. You use the Navigation bar to navigate to a portion of the program, not to determine the portion of the program you are viewing. In other words, don’t depend on the Navigation bar to tell you how you got to what you’re viewing.
On the right side of the screen, you find a list of things that QBO thinks needs your attention.
The list is interactive, so, you can click an item to interact with it.
When you click the Help button, you see a menu of common topics related to the area of QBO you are currently viewing, and you can type in the search box to find help on a particular topic.
For example, you can click Home screen overview to display a Help window that contains a link to the Welcome Guide.
In the center of the top of the screen, you see three transaction-related buttons that display lists you can use to work with transactions.
The figure shows what you see when you click the leftmost transaction button, the Search button.
The Create menu that appears when you click the center transaction button.
The Create button appears as a plus sign (+) when the menu is closed and an X when the menu is open.
When you click the third transaction button — the one that looks like a clock — you see a list of recently entered transactions.
You can click any transaction in the list to open that transaction.
To the right of the three transaction-related buttons, you see the Gear icon followed by your company’s name.
If you click the Gear icon, you see the menu shown, which you use to look at and change QBO company settings; view lists; work with tools such as import and export, reconciliation, and budgeting tools; and view information about your QBO account.