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Switch between Business and Accountant view in QuickBooks Online

by Intuit Updated 3 weeks ago

Learn more about each view and how to switch between them.

In QuickBooks Online, there are two ways to display your account: business view and accountant view. Your default view is based on what you tell us when you first set up QuickBooks. You can switch between them anytime. Changing your view won't affect your accounts or data. 

We’ll help you understand the differences between both views and if you want to switch your view, we’ll show you how.

Learn about business and accountant view

  • If you’re brand new to accounting, we recommend using business view. It simplifies your workspace so day-to-day tasks like sales and billing are easier. This lets you do your accounting without learning complicated accounting terms or processes.
  • If you have accounting experience or want complete control over features, use accountant view. It uses standard accounting language. If you've used QuickBooks Online for a while, accountant view is most likely what you're used to seeing.

Understand the differences between business view and accountant view

There are a few key differences between business view and accountant view.

  • Cash flow chart: In the business view, the cash flow chart is visible on the account dashboard, but not in accountant view. 
  • Language and appearance: In the business view, accounting language is simplified and the names of some features, buttons, and menus differ from accounting view. In most cases, even though the names are different, the actions are identical. 

Switch between business and accountant view

Based on what you tell us when you first set up QuickBooks, you'll start in either Business or Accountant view. To switch views:

  1. Select Settings ⚙.
  2. Select Switch to Business view or Switch to Accountant view.

This is a demonstration showing how to switch from Business view to Accountant view in QuickBooks Online

Bookmark your page

The bookmark section allows you to display the features you use the most in order to save time in your daily tasks. 

  1. Next to Bookmarks, select Edit ✎.
  2. Select which pages you want to appear under Bookmarks.
  3. To reorder your bookmarks, select reorder Screen Shot 2022-07-25 at 4.49.52 PM.png and drag them to your desired order.
  4. Select Save.

To remove a bookmark

  1. Next to Bookmarks, select the Edit ✎.
  2. Uncheck the pages you want to remove from Bookmarks.
  3. Select Save.

Any comments about this new navigation menu? Send your feedback by clicking the Gear icon ⚙, then select Feedback.

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