Where is the file menu?

Greetings, @schwimmer274.

I'll be more than happy to help you find the menu you're looking for. I see you've tagged your question as QuickBooks Online, but currently, only the Desktop has an explicit File menu. Can you clarify what you're looking for in your Online company? Most company settings are controlled from the Gear icon (⚙) > Account and Settings.

Please be sure to let me know the specific purpose you're looking for and I'll be more than happy to help you accomplish it. Thanks for dropping in, I look forward to hearing from you.

I am looking to import an excel file and direction is 'Go to File menu > Utilities > Import > Excel Files'

I am looking to import an excel file but the instruction is 'Go to File menu > Utilities > Import > Excel Files'

Ask and you shall receive, @sculpinfish.

The instructions you've described above are specifically for the Desktop version of QuickBooks, since this thread is discussing QuickBooks Online, I assume you need the steps to Import an Excel file there. You can accomplish this like so:

Importing list items with Excel files

1. From QuickBooks Online, click the Gear icon (⚙) and select Import Data.
2. Select the type of information you'll be importing. This can include: Bank Data, Customers, Vendors, Ledger Accounts, Products/Services.
3. Follow the on-screen instructions to map and upload your data.

Doing this enables you to add information to your QuickBooks in bulk with a few easy steps. These steps are also available from the corresponding guides I'm including below, as well as the brief video demonstration of the upload screen for Bank Data:

• Import Customers, Vendors, or Suppliers
• Import Product and Services from Excel
• Upload Bank Transactions
• Import a Chart of Accounts

With this information, you'll be importing those Excel files in no time. Please keep in touch with me here should you need any further assistance, the Community always has your back. Thanks for reaching out, wishing you a very merry holiday season.

Occasionally when I write a check in QB Online it doesn't show in my P&L

Welcome to the Community, tilelectric.

I want to make sure you're able to see the correct transactions on your Profit and Loss Report.

The checks not appearing on the report may be due to the accounting basis that has been selected. Whether it be accrual or cash basis, I'd double-check this first to make sure the one selected matches your preferred accounting setup.

I've got a detailed article for you that offers even more helpful info. You can check it out by clicking this link: Why are my income and expense transactions missing from my Profit and Loss report?

Feel free to comment below if you have any other questions.

Hello QBO, 

I want to use the feature of creating ans using electronic signatures for checks and paychecks. 

Says on this article that I need to use the File menu to set it up, but this may be only of Desktop. 

https://quickbooks.intuit.com/learn-support/en-us/process-payroll/check-e-filing-or-e-payment-status...

Is there an option for QB Online users?

Thank you! 

Thanks for joining this thread, BrionesInternational_Bookkeeper.

The option of creating and using electronic signatures in QuickBooks Online is unavailable. You might want to look for a third-party app on the website that lets you do this. Just make sure it is compatible with QuickBooks Online.

You can also visit our App Center to find similar apps. QBO connects with applications and we might have one that suits your need. Here's how:

1. From the left menu, select Apps.
2. In the search field, type an app that you know which lets you use electronic signatures.
3. You can click the Browse category for a more specific search.

Please visit us soon if you have other questions. We're here to help.

This is the desktop version.  I am trying to align my checks so the the information prints properly.  I googled it and it says to go the the file menu... but I don't see a file menu.

Hello, Donna.

Good work on using Google to find a number of help articles. I'll definitely guide you in locating the option to align your checks. 

In QuickBooks Desktop, the File menu is located at the top left corner of the screen. Then, you'll want to select Printer Setup, then set the Form Name to Check/PayCheck. Finally, click the Align button to start aligning your checks. 

Here's a visual guide: 

Check this article if you have more questions about creating or printing checks: Create, modify, and print checks.

Need help setting up QuickBooks for continuous feed? This article can guide you through the process: Align forms for continuous-feed (dot matrix) printers. 

However, are you using the QuickBooks Online Desktop app instead? If so, it has the same user interface on the browser. The alignment settings is located in the + New menu. Follow these steps to get started: 

1. Click the + New button.
2. Select Print checks.
3. Set your check types, PDF readers and then adjust the alignment.
4. Once done, click Yes, I'm finished with the setup. 

If you need a bit of help doing the steps above, this article can be useful as a reference: Configure your print settings for printing checks.

We have other help articles to guide you with other processes in the program. Check them out in our general help page. Just select the correct product, choose a topic, then select an article of your choice. 

I'll be around in the Community space if you have more concerns doing other processes in QuickBooks. Just create a new thread or post here again. I'll get back to you the soonest. 

On desktop I could go back and forth between companies. Trying to find a way to do that with online version.

I can’t see the right toggle bar and I can’t scroll even using the up and down arrows

I have Quickbooks online.  I need to send a portable company file to my accountant.  How do I do that?  Phyllis

Hello, I'm here to address your concern and ensure you'll get the details you need and fix them in no time.

@tmi1 , yes, you're correct. We can go back and forth between companies in QuickBooks Desktop (QBDT). In QuickBooks Online, we can directly switch between companies by going to the settings.

1. Go to the Gear icon.
2. Under Profile, select Switch Company.
3. From the list, select the company you want to switch to.
   
   

@Lkelley03, are you using QuickBooks Desktop or QuickBooks Online? Can you share the initial troubleshooting steps you've tried? I also appreciate more if you can share a screenshot of your concern so I can share a timely solution.

@phyllis4, creating a portable company file with QuickBooks Online and directly sending it to your accountant is unavailable. We can either invite your accountant to view your QuickBooks or export the data from QuickBooks and manually email it to your accountant.

Invite accountant:

1. Click on the Gear icon> Manage Users.
2. Go to the Accounting Firms section.
3. Enter your accountant's email address and first/last name (optional).
4. Click Invite.

Export data:

1. Select the Settings icon from the toolbar.
2. Under Tools, select Export Data.
3. On the Reports tab, set the date range.
4. Add or remove items from the Reports and Lists tabs by toggling the slider.
5. Select Export to Excel.

Once done, save the Excel file on your computer and send the email personally to your accountant.

I've collected some articles about exporting data and managing users in the program. Feel free to use them anytime.

• Add and manage users in QuickBooks Online.
• Export Data out of QuickBooks Online.

I'm always here if you have other concerns about QuickBooks Online companies and sending data to your accountant. Stay safe, and have a good one.