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The new Business view for QuickBooks Online

The new Business view for QuickBooks Online

We’re launching a new QuickBooks Online navigation experience - called Business view - that we think you will love. The rollout begins in October and will be available to all users in Australia by mid-December. Read on for everything you need to know!

What is Business view?

A simplified menu is a popular request from our SMB users, so we’ve designed the new Business view to make navigating QuickBooks more intuitive. And with added customisation features, you can tailor your personal menu to get things done faster.

Over the coming weeks, you’ll see the new Business view enabled in your QuickBooks Online subscription. The previous menu - called Accountant view - will still be available, you can switch between them at any time.


What are the navigation differences?

The new Business view contains the same QuickBooks features as the previous navigation—it's just organised to create a more simplified view. 

  • Get things done is the starting point for basic tasks, and includes linking bank accounts, creating invoices, categorising transactions, and tracking receipts. 
  • Business overview is now home to the Cash flow, Reports and Projects tabs.

This help article describes all of the changes in detail—we encourage you to bookmark it for easy reference. 

Grow Your Business with QuickBooks

Customisation

Based on customer feedback, we prioritised customisation when designing Business view. This will allow you to tailor QuickBooks to your needs, providing a streamlined experience and reducing the number of clicks to your most frequent activities.

Customisation features include the ability to:

  1. Bookmark the pages you use most.
  2. Hide the menu items you don’t use.
  3. Reorder navigation menu items and bookmarks.

Hiding a page or menu item won't remove functionality from your QuickBooks, it just moves it out of the way so you can focus on what matters most. You can find your hidden items under “More” and restore them in Menu Settings.

When you customise your menu, the changes will only be visible to your individual account. They won’t change the experience for other users that might be connected to your subscription (like your Accountant or Bookkeeper).

What about the previous menu?


If you prefer using the previous menu, you still can. The previous menu is known as Accountant view, and you can switch between views at any time. Switching does not change the data in your books, nor does it change the view for others connected to your subscription.

If you have any questions or concerns about the new Business view, or QuickBooks in general, please reach out to our friendly customer success experts.


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