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lara-lgstudio333
Level 1

I don't have a "bookkeeping" tab on my menu to the left (under business view). At the top, is banking followed by sales, customers & leads, etc. but no bookkeeping

 
5 Comments 5
ZackE
Moderator

I don't have a "bookkeeping" tab on my menu to the left (under business view). At the top, is banking followed by sales, customers & leads, etc. but no bookkeeping

Thanks for joining the Community, lara-lgstudio333.
 

You'll see a Bookkeeping option in your left navigation bar when using the Business view. If you're not seeing it, you're currently on your Accountant view.
 

Here's how to change to Business view:
 

  1. Use the Gear () icon.
  2. Select Switch to Business view.

 

I've also included a detailed resource about working with your two different views which may come in handy moving forward: Switch between Business and Accountant view
 

Please feel welcome to send a reply if there's any additional questions. Have a lovely day!

lara-lgstudio333
Level 1

I don't have a "bookkeeping" tab on my menu to the left (under business view). At the top, is banking followed by sales, customers & leads, etc. but no bookkeeping

Thank you so much.  Now I can't seem to access/manage my account.  Just blue blinking dots. 

RoseJillB
QuickBooks Team

I don't have a "bookkeeping" tab on my menu to the left (under business view). At the top, is banking followed by sales, customers & leads, etc. but no bookkeeping

I appreciate for getting back about your concern with the bookkeeping section in QuickBooks Online (QBO), lara.

 

The steps outlined by my colleague above should enable you to obtain the option of navigating to the Bookkeeping menu. Since you’re unable to proceed to your accounts window, I suggest performing browser troubleshooting.

 

Your browser may have loaded its historical cache due to visiting several websites. To fix this and allow you to carry on your business tasks, I advise you to run browser troubleshooting.

 

To start, please open a private window of your browser to get started. It pinpoints the cache that frequently results in strange behavior from browsers.

 

Here are the keyboard shortcuts to open a private browser:

 

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Microsoft Edge: press Ctrl Shift P
  • Safari: press Command Shift +N

 

Once done, proceed to clear the cache in the browser to prevent this from happening again. If you have another supported browser, you can choose that instead.

 

Let me know if you have more questions about managing your invoices. I’ll be around to address them accordingly. Have a great day!

safoglio
Level 1

I don't have a "bookkeeping" tab on my menu to the left (under business view). At the top, is banking followed by sales, customers & leads, etc. but no bookkeeping

Problem still exists. The only bookkeeping tab I can enter is "Live bookkeeping" regardless of the view (accountant or business view). 

JessT
Moderator

I don't have a "bookkeeping" tab on my menu to the left (under business view). At the top, is banking followed by sales, customers & leads, etc. but no bookkeeping

Hi safoglio,

 

Thank you for joining the conversation. Let me provide details as to why the menu is not available on your end.

 

The Bookkeeping menu is being rolled out to new QBO companies, but it will eventually be available to all QuickBooks Online companies. You just have to be on the Business view so it appears.

 

Though the said menu isn’t available on your end yet, you can access the sub-menus individually even in the Accountant view. Here’s the list: RulesChart of accountsTagsMy accountant, and Reconcile. I also added a picture below for your visual reference.

 

 

I’m sharing the article about changing your QuickBooks display for your additional reference: Customize your QuickBooks display.

 

If you have any other concerns, feel free to go back to this thread. Take care and have a good one!

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