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Understand the menu in QuickBooks on the Intuit Platform

by Intuit•9• Updated 1 week ago

Learn how to customize your menu in QuickBooks Online.

Manage your regular bookkeeping tasks in a more convenient way through the QuickBooks Online menu. Here’s how you can customize it to manage your workflows and quickly reach your preferred QuickBooks pages.

Need more help? Master the new QuickBooks Online user interface with QuickBooks Training. Learn where to find your favourite features and how to use Intuit AI effectively. Sign up now.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window

Overview of the menu

Move around QuickBooks by hovering over the menu. Most of the menu options have a pop-up menu. Otherwise, select the icon itself if no menu appears.

  • + Create opens a new transaction, project, task, or goal. 
  • Bookmarks show a list of pages you’ve saved for easy access. 
  • Home helps you plan, budget, and monitor your finances with a variety of apps. You can select Customize, then select Add or remove widgets, and then follow the next steps to tailor the page to your needs.
  • Feed Image of the Intuit Assist icon. shows an AI-generated summary of recent transactions and the state of your finances.
  • Reports collect data about your business’ activities and present them in a single document for you to study and use to help run your business.
  • All apps A bunch of numbers and letters on a tile wall. show the various task hubs and services you can access in QuickBooks Online.

You can pin as many apps as you want for quick access. When you first open QuickBooks Online, the pinned apps will be Accounting, Expenses, and Sales, but you can change them.

To add or remove pinned apps, go to Customize, then select the apps you want to include and select Save.

To add, remove, or sort pages in the bookmarks menu, hover over Bookmarks and select the edit iconpencil icon and follow the next steps.

  • To add the page you’re on to that list:
    • Make sure you're on the correct page, then hover over Bookmarks and select + Bookmark current page.
    • Enter the Bookmark label and select Save.
  • To remove or rename an individual bookmark, go to that page, then hover over Bookmarks and select pencil icon Edit bookmark for this page.
    • To remove a bookmark, select Remove.
    • To rename a bookmark, update the Bookmark label as needed, then select Save.

Browse your apps

The All apps A bunch of numbers and letters on a tile wall. menu puts your different tasks, transactions, and dashboards into specific areas, like Accounting,Time and Projects. Select a hub or feature to choose from options related to that topic. You can bookmark individual screens from this menu by hovering over its name and selecting the bookmark icon next to it.

As you add services like Payroll to QuickBooks, we add them to the bottom of this menu.

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