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donhahn
Level 2
 
Solved
Best answer December 16, 2019

Best Answers
MaryLandT
QuickBooks Team

Hi vpcontroller,

 

Let me share the screenshot of the Accountant view option in QuickBooks Online (QBO).
userview.PNG

 

Journal entries are the last resort for entering transactions @donhahn. Use them only if you're following the advice of an accountant. And, you're unable to see this option unless you'll switch to Accountant view as mentioned in this thread.

 

Also, the option to toggle between Business view and Accountant view is available to our new QBO users. We're still working to update the existing accounts.

 

Keep me posted if there's anything else you need, and I'll get back to you with the information you need.

View solution in original post

10 Comments
AlcaeusF
Moderator

Thanks and welcome to the Community, @donhahn.

 

We haven't received any reported cases similar to this issue. I also tried replicating it on my test account, and everything seems fine.

 

As an initial troubleshooting step, please try logging into your QuickBooks Online (QBO) account using a private browser (incognito). There are times that the browser is full of frequently accessed pages, causing some unusual responses.

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox or Internet Explorer).
  • Control Option (Safari).

If it works, go back to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues.

 

Clearing it will refresh the system, and you'll be able to work with a clean slate. However, if the issue persists, try using other supported browsers.

 

If there’s anything else I can help you with, click the Reply button and post a comment. I’ll be right here ready to help you. Have a good one.

donhahn
Level 2

Thanks for the quick response. I tried private browser, and Firefox which I rarely use.  There is no + button on the upper right.  The "+ New" button on the upper left shows the attached menu, no journal entry option.

donhahn
Level 2

The upper right corner no longer has option to add journal entry.  The "+ New" menu on the upper left has no option to add journal entry.  See screen shot of the "+ New" menu.

ShiellaGraceA
QuickBooks Team

Hello donhahn,

 

I appreciate your added screenshot. It looks like you're already in the new QBO navigational menu.

 

I've gathered my resources and found out that some QuickBooks users can see the journal entry when switching to the accountant's view. Let me guide you through how.

  1. Go to Gear at the top right, then Account and Settings.
  2. Choose the Advanced tab and then switched to the Accountant view.

However, if you're unable to find it in the advanced settings I suggest contacting our Customer Care Support. They can view your account and assist you further in creating a journal entry.

 

You can also refer to this article about how to apply a journal entry credit to an invoice for additional reference.

 

Please know that we're always here for you so don't hesitate to reach out anytime. Have a good one.

donhahn
Level 2

Thank you!  Here's the solution:

Re: Make a journal entry option is gone. can only get it through Help menu and it opens up entry ...

Hello donhahn,

 

I appreciate your added screenshot. It looks like you're already in the new QBO navigational menu.

 

I've gathered my resources and found out that some QuickBooks users can see the journal entry when switching to the accountant's view. Let me guide how.

Go to Gear at the top right, then Account and Settings. Choose the Advanced tab and then switched to the Accountant view.

vpcontroller
Level 11

@ShiellaGraceA wrote:

 

  1. Go to Gear at the top right, then Account and Settings.
  2. Choose the Advanced tab and then switched to the Accountant view.

Can anyone share the screenshot of this?

There is no such thing as the "Accountant view" under the Advanced tab.

MaryLandT
QuickBooks Team

Hi vpcontroller,

 

Let me share the screenshot of the Accountant view option in QuickBooks Online (QBO).
userview.PNG

 

Journal entries are the last resort for entering transactions @donhahn. Use them only if you're following the advice of an accountant. And, you're unable to see this option unless you'll switch to Accountant view as mentioned in this thread.

 

Also, the option to toggle between Business view and Accountant view is available to our new QBO users. We're still working to update the existing accounts.

 

Keep me posted if there's anything else you need, and I'll get back to you with the information you need.

View solution in original post

donhahn
Level 2

Here's a screen shot.  See circled items from Account Settings menu

Wen_0
Level 1

Hi,

For my quickbooks cann't find the user view in advanced. How i can do it? Please advise thank you.

JamesDuanT
Moderator

Hello there, Wen_0.

 

Only the master admin can manage the users. You can ask your master admin to update your assigned role.

 

If that's your current role, we can easily access the page and manage the information.

  1. Click the Gear icon in the upper-right corner and select Manage Users.
  2. You'll have the Roles or the Users tab.
  3. You can create new roles and assign it to the users.
  4. Then, save the changes.

To know more about managing the users, you can browse this article: Add and manage custom roles in QuickBooks Online Advanced.

 

We'll get back to you if you need anything else. Have a great day!

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