Get to know the navigation menu in QuickBooks Sole Trader

Learn more about the menu in QuickBooks Sole Trader. 

The QuickBooks Sole Trader menu gives you quick access to your most important job centres like invoicing, banking, customers, and more. Get to know your menu, so you can start using it right away.

Overview of the navigation menu

Dashboard is customisable, and provides you with a quick snapshot of your financial health, helping you to stay on top of business and what matters most.

Transactions is where you can set up secure banks connections, automatically track business and personal spending, manage your categorised transactions, split transactions, and more. 

Get Paid holds your invoicing, estimates, and products and services. 

Customers & goals are where you set up and track customers, as well as set income and customer goals with recommended actions.

Reports offer an overerview of your business, sales, and customers.

Taxes helps manage your income tax, and ​​access to Construction Industry Scheme (CIS).

Mileage allows you to track the business miles you’ve made during the year.