QBO - Customize side bar menu

Thanks for visiting the Community, @Giffola. I’m here to share some information about customizing your sidebar menu in QuickBooks Online.

The left pane contains the different sections of features in QuickBooks. Personalizing them according to your preferences is currently unavailable.

Additionally, you can change your view by clicking the Switch to Business view from the Gear icon.

I’ve added this link in case you need help navigating within QuickBooks. It includes all the features such as banking, reports and accounting, taxes, etc.

If you need further assistance with customizing QuickBooks, please feel free to let me know. I'd be glad to help you. Have a nice day.

Thanks for your quick reply.  It's disappointing that the left side bar can not be customized to remove the items that I have no plans to utilize.

"Personalizing them according to your preferences is currently unavailable."

Then why is there a buttom to "Customize this menu" on all the selections in the navigation bar? What's the purpose? 

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@JamaicaA wrote:

Thanks for visiting the Community, @Giffola. I’m here to share some information about customizing your sidebar menu in QuickBooks Online.

 

The left pane contains the different sections of features in QuickBooks. Personalizing them according to your preferences is currently unavailable.

Then why is there a "Customize this menu" selection on every element in the navigation bar? 

Then why can you select "Customize this menu" on each of the items? What is the point? 

Today when I logged in to QBO the side menu had totally changed.  Nothing but advertisements in the Banking menu for example.  I opened a Support Chat.  The first three agents ended the chat right after asking for my name.  The fourth agent wanted a lot of personal information I never have had to provide before (I refused, and ended the chat).

While waiting for the fourth agent to actually reply, I came upon this thread, which was helpful.  In the event I got the original, much better menu back by choosing "Accountant's View" somewhere in the new menu.  No explanation from the Support Chat why it changed in the first place.

I so miss the Desktop product, but am using Macs now instead of Windows, so am stuck with QBO.  Been using QB for more than 15 years.  It's gotten worse, not better.  I hate the constant ads and all the supposedly helpful workflows that just get in the way of me doing what I need to do.

I agree that it is disappointing that the menu cannot be customized. There should be a setting to hide unwanted menu items and then a toggle to show or hide hidden items. I have 17 sections on my menu and only use 6 of them. The rest are a waste of space full of upsell products that I will never need.

I see how convenient it would be to have the settings to hide unwanted menu items and then a toggle to show or hide hidden items in QuickBooks, @comix4sale. I appreciate you for bringing that up in this thread.

While this isn't available for now, the least I can do is to let our engineers know your idea to consider this the future updates. I'm sure it will be a great addition from which every user could benefit. Please know that all our suggested ideas will be reviewed by our engineers.

You can also submit a feature request directly to our Development team by clicking and filling out our QuickBooks Feedback form. 

Keep in touch if you have follow-up questions. I'm always all ears for all your QuickBooks concerns and will help you in any way I can.

I just want it to get moved (personally i hate that it takes up 1/3 of my screen.  Why can't I move it to the top or shrink it?

Good concept except at least once a month, my preferred settings are undone. I reset and then it happens again.

It's essential to keep your sidebar menu settings remain permanent, Kim. I'll ensure this issue will resolved.

Once you've made modifications and saved the changes in your sidebar menu settings, It won't revert to its original settings unless another user has made adjustments.

To confirm, I suggest contacting our Customer Care Support team to investigate this further. They have the necessary tools to look into your account. Rest assured, you're in good hands.

Here's how: 

1. Log in to your QuickBooks Online company.
2. Click the Help (?) icon.
3. Enter your question in the search field.
4. Click on Contact Us, then select a way to connect with an expert:

• Chat with an expert
• Get a Callback from the live expert.

Additionally, you can utilize the feature to create custom charts to track your expenses, revenue. gross profit, net profit, accounts receivable, accounts payable, and cash flow.

If you have other questions or concerns within QBO, please leave a reply below. Our team is always available to help. Have a good one.