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sciencemel
Level 1

How do I get back to accountant view

I am trying to get my navigation sidebar back? Any suggestions? The help articles are all showing things I don't have onscreen
1 Comment 1
LollyNino_C
QuickBooks Team

How do I get back to accountant view

I got you, @sciencemel. I'll gladly walk you through how to switch company views in QuickBooks Online (QBO).

 

There are two ways to display your account in QuickBooks Online, as Business and Accountant view. Your default view is based on what you tell us when you first set up QuickBooks. With this, if you're referring to seeing the sidebar menus that have Dashboard, Banking, and Sales, I suggest making sure that your QBO is set to Accountant view.

 

Here's how:

 

  1. Click the Settings ⚙.
  2. Below the Profile column, press Switch to Accountant view.

 

I added a screenshot below for visual reference.

 

screenshot-1728862652664.pngscreenshot-1728862925274.png

 

However, if you mean viewing all of the tools on the left panel and you can't see them, it's possible that the Hamburger icon was clicked to hide those menus. I recommend selecting the said option to see all of the tools so you can begin re-learning and navigating.

 

screenshot-1728863132160.png

 

For your reference, read this article to learn more about the different views in QuickBooks Online: Switch between Business and Accountant view in QuickBooks Online.

 

I've also added this resource to guide you if you need to change some settings or turn on features in QuickBooks Online: Edit company settings in QuickBooks Online.

 

We're always available in this forum for any additional queries about managing your display preferences. Simply leave your comment below, and we'll get back to you promptly.

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