Navigate in QuickBooks

This video shows you where to find everything you need to use QuickBooks with confidence. Learn where to go to create common things like invoices and sales receipts, where to see all your customers' info, and where to find your company settings and other QuickBooks features.

As soon as you log in, you’ll see the most important information about your business right away on your Dashboard.

On the dashboard, QuickBooks shows your profit and loss, how much you spent, your sales summary, and what people owe you.

And if you need to add something, like a sale or an invoice, you can do that right here.

You can also create invoices, and just about anything else, from the plus menu.

Once you've created a bunch of invoices and checks, you might need to find one. Click search and enter the check number, date or amount.

QuickBooks has lots of good stuff on the left navigation bar. Under Invoicing, you can see your customers, sales, and products or services you are selling for your business.

You can also get to QuickBooks reports here on the left.

One more place you can look for things is the gear icon at the top right. You probably won't need to use these tools as often, but it's good to know they're there.

You can get to your company settings and your QuickBooks account info here.

This is also where you can find advanced accounting tools like Reconcile, Budgeting, and the Audit Log.