You probably have the basics down already, but did you know you can click these 10 things on the QuickBooks home page to be more productive?
Why it’s useful: one click takes you back to the home page, no matter where you are.
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 section1
Why it’s useful: see a transaction report just for that expense category.
- I know I know, the Expenses pie chart is more of a doughnut. This is a real pie chart.
- Thanks to Joe and Real World Training for contributing to this article.
- Want to try these updates using sample data? Check out the QuickBooks test drive.
- Missed any recent QuickBooks Online updates? See our updates archive.
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