QuickBooks tips: getting around


Here are four QuickBooks tips on finding your way around.

Click 01 Create (+) at the top of the page to enter any transaction. This includes invoices, sales receipts, expenses, and bank deposits.

QuickBooks tips Create button

The 01 gear in the upper right corner has everything else. This includes Company Settings, Custom Form Styles, Chart of Accounts, Recurring Transactions, and Products and Services, as well as your QuickBooks subscription details.

QuickBooks tips gear

The 01 navigation bar on the left side lists main features. This includes your income list under Transactions > Sales.

QuickBooks tips income list sales transactions

The 01 gear above a table lets you customize how the table looks. This includes which columns and how many rows to show.

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