Tips for supporting your clients
We will email your clients to let them know about the new menu on Tuesday 11 October. The information we will provide can be found on this page. We suggest you keep this page on hand, in the event your clients have questions about the new menu.
When you customise a menu in QuickBooks Online, the menu changes will only be visible to your individual account, they will not be visible to your clients. Likewise, any changes your clients make will have no impact on what you see, when you sign on to their file.
With customisation, all of your clients will have the freedom to edit their menu, meaning what appears (and in what order) may differ for each. Keep in mind, menu options wonβt disappearβif theyβre not visible in the navigation menu, they can be found under βMoreβ.
If your client prefers to use the previous navigation menu, they still can. The previous menu is known as Accountant view, and your clients can switch between views at any time.
We are excited to bring this update, and the extra flexibility it will provide, to you and your clients. If you have any questions or concerns, please donβt hesitate to contact your account manager or our friendly customer success experts.