Quickbooks
January 4, 2023

New QuickBooks Online Navigation Menu

If you are in Canada and logged in recently and not sure what has happened – you have likely been updated to the new Navigation Menu – the black bar on the left hand side of the screen.

This was introduced in the US some timeback, and is being rolled out in Canada at the moment, with the UK scheduled next.

Here is a video to walk you through how to navigate the new navigation menu!

Your QuickBooks Online will likely now open to this screen.

 The first thing I do is change to the Business Overview.  I find this much more useful.

This is where you will now find reports and projects. Get paid and pay is where you will now find all of the pages related to your customers and suppliers or vendors.

 Customers and leads is another place to find your customers, and the new Marketing tab connects to Mailchimp.

 I would love to hear if you are using this new integration, and if it is helping you to grow your business and batter manage communications with your customers.

Payroll and Taxes remain unchanged – thank goodness!

Bookkeeping is now where you will find your bank feed – hidden away!  The most important thing!

The Transactions tab will open the bank feed, and you will need to use the left hand bar to access your rules.

The Chart of Accounts and Tags are here also.

This is one of the places you can access the Reconcile function – it is still available from the top right gear icon.

You can bookmark your favourite screens.

And you will have quick and easy access to those you use most often.

Now if you are like me, you are wondering why this change was necessary, and you just want your nice simple view back, you can have it!

And voila! Everything looks normal again!

I would love to hear what you think about the new menu bar.  Needless to say I am not a fan!

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Still need help?
Check this out.

Let's go!

Still need help?

We have what you need. Check out our courses and free resources to get more help managing your finances.

Let's go!