Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Let's change your client's account view to show the Sales menu, aimee74.
When the company is configured for the Business view, you're unable to see the previously mentioned menu. Instead, the following navigation tools will appear: Get things done, Business overview, Banking, Get paid & pay, Members & Labels, Commerce, Payroll, Bookkeeping, Taxes, and Apps.
Here's an article with more information about the feature, including changes to each navigation tool: New Business View navigation menu.
When you set your company to the Accountant view, you have complete control over the features and can use standard accounting terminology. In addition, the Sales menu will show up on the left panel.
Let's switch from the Business view to the Accountant view to display the Sales menu. Here's how:
- In your company, tap the Gear icon at the top to see more options.
- From there, scroll down to the bottom of the screen and click the Switch to Account view link.
You can go over the links below to learn more about the Home Dashboard and how the account view works:
- Switch between Business and Accountant views
- Get started and adjust settings after you sign up for QuickBooks Online
- Your business dashboard details in the QuickBooks Online app
If you need more information on any accounting processes or run into any problems while using QBO, you can utilize our online resources. You can find information and topics there about account management, payroll, taxes, and other accounting-related procedures.
If you have any further questions about the navigation tools or other QuickBooks concerns, click the Reply button and post your comments in the field box. I'll be glad to answer them for you. Have a wonderful day and stay safe.
