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Switch between Business and Accountant view in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online5475Updated 1 month 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 business view, the cash flow chart is visible on the account dashboard, but not in accountant view. 
  • Language and appearance: In 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. 
  • Chart of accounts: If you created a QuickBooks Online account after October 2021 as an owner, partner or employee (not accountant or bookkeeper) and selected your business type as either Sole Proprietor, Partnership, Non-profit organization, S Corp, or C Corp, you’ll have customized account types in your chart of accounts when you’re in business view.

    These accounts are created specifically for your business type to help your accounts stay tax compliant and reduce the manual work of creating new accounts in your chart of accounts. Note: You won’t be able to create a new parent account in business view. To create a new parent account, you can switch to accountant view.

Switch between business and accountant view

If you want to change your view:

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

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