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calsmr-yahoo-com
Level 1

This is my first time using quickbooks but i am confused because i cant find my bookkeeping tab or menu on the right side, can someone show me or help?

In the YouTube video it shows that it should be below the Payroll menu or tab but I don't see it. It skips it to taxes.
1 Comment 1
Kevin_C
QuickBooks Team

This is my first time using quickbooks but i am confused because i cant find my bookkeeping tab or menu on the right side, can someone show me or help?

There are two available views in QuickBooks Online (QBO), calsmr. I'd be delighted to show you how you can switch between them to see the bookkeeping menu.

 

Your default view is based on what you told us when you first set up QuickBooks. Rest assured, your accounts or data won't be affected when switching between them at any time.

 

Based on your scenario above, it seems that you're currently in the Accountant view of your QBO account. That said, you can follow these simple steps to switch between those two:

 

  1. Go to the Gear icon at the top.
  2. Select Switch to Business view in the lower-right corner.8d39cf9a-3fa2-4704-84ba-27eba1b0392b.default.png
    4cf159d2-df4b-4c61-8df0-92fdf23aec9b.default.png

You can also check out this article for more details about this process: Switch between Business and Accountant view in QuickBooks Online.

 

However, if this isn't the case, can you please provide a screenshot of your view within the QBO program?

 

Additionally, feel free to save these resources that will help you with personalizing your QBO account to whatever you need to change:

 

 

Keep me updated on how these steps turn out, and let me know if you have any other concerns by dropping a comment below. Have a wonderful day ahead!

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