As a QuickBooks Online user, one of the essential features you will interact with is the left-side navigation. This navigation panel is a menu of options that allow you to access different areas of QuickBooks Online. It is essential to understand how to use the left-side navigation to get the most out of the software. This article will explain the different elements of left-side navigation and how to use them effectively.
Table of Contents
- Understanding the Navigation Panel
- The Dashboard
- My Accountant
- Customizing the Navigation Panel
QuickBooks Online is an accounting software that provides tools for managing your business finances. It is a cloud-based software that allows you to access your financial data from anywhere with an internet connection. The left-side navigation is an essential feature of the software that provides a menu of options to access different areas of QuickBooks Online.
Understanding the Navigation Panel
The left-side navigation panel is located on the left side of the screen. It is divided into sections, with each section containing a list of related options. The different sections of the navigation panel are:
The dashboard is the first page that appears when you log in to QuickBooks Online. It gives you an overview of your business’s financial health, including your bank balances, income, expenses, and profit and loss.
The transactions section is where you can view and manage your business’s transactions, including invoices, bills, and expenses.
The sales section is where you can manage your sales, including creating invoices, sales receipts, estimates, and sales orders.
The expenses section is where you can manage your business’s expenses, including creating bills, recording expenses, and managing vendor information.
The accounting section is where you can manage your business’s accounting tasks, including managing charts of accounts, reconciling accounts, and managing budgets.
The reports section is where you can access different financial reports, including profit and loss, balance sheets, and cash flow statements.
The taxes section is where you can manage your business’s taxes, including setting up sales tax rates, managing tax payments, and viewing tax forms.
The apps section is where you can access different third-party apps that integrate with QuickBooks Online.
My accountant section is where you can connect with your accountant and provide them with access to your QuickBooks Online account.
The help section is where you can access different resources to help you use QuickBooks Online, including tutorials, videos, and support articles.
Customizing the Navigation Panel
You can customize the left-side navigation panel to suit your preferences. You can add or remove sections, rearrange the order of the sections, and collapse or expand the sections to conserve screen space. To customize the navigation panel, click on the gear icon in the upper right corner of the screen, select “Accounts and Settings,” and then select “Navigation” from the left side menu.