Navigating a client’s QuickBooks Online company Flashcards
Q: How can QuickBooks Online help with bookkeeping tasks?
QuickBooks Online brings everything needed for bookkeeping into one place. By accessing a client’s QuickBooks Online company through QuickBooks Online Accountant, users can carry out bookkeeping-only or accountant-only tasks easily and efficiently.
What are the main features of QuickBooks Online?
QuickBooks Online includes features such as Business vs. Accountant view, Dashboards for task reminders and financial overviews, QuickBooks Online centers for tracking financial activities, and customizable left-hand navigation for easier access to features and centers.
How can the left-hand navigation be customized in QuickBooks Online?
Users can customize the left-hand navigation by selecting the Pencil icon next to MENU or by selecting Menu settings at the bottom of the left-hand navigation and then selecting Customize this menu. This allows users to configure which items should appear in the left-hand navigation and change the order of menu items.
What are the main features accessible from the left-hand navigation in QuickBooks Online?
The left-hand navigation in QuickBooks Online provides access to features such as Transactions, Sales, Expenses, Reports, and a range of other important features, centers, and tools to help manage finances. The options available depend on the client’s subscription level and integrated QuickBooks products.
What are the types of dashboards available in QuickBooks Online?
There are four dashboards in QuickBooks Online: Get things done (provides task reminders), Business overview (displays company accounts overview), Cash flow (displays past, present, and future cash flows), and Planner (opens the Cash flow planner tool for financial scenario planning).
