But, if that still doesn’t work, you can do the advanced search and get a 100 more ways to search for transactions within QuickBooks Online. Just make sure to enter those cents so that QuickBooks doesn’t think you are searching for a reference number instead. I also use the search box to do a quick search for transactions with specific amounts. You can actually do a quick search of your reports, even the custom ones, by typing the name into the search box. Note that you also have some reports listed on this screen. When you click on that magnifying glass, you’ll get a listing of your most recent transactions that have been created in QuickBooks Online. If you click on the magnifying glass, you’ll see that it can do so much more than just search. The search box is a hidden gem in QuickBooks Online. As you can see, QuickBooks Online has organized this down to customers, vendors, employees, and other. This is where you go to create any type of transaction.
Within the gear submenu, you’ll be able to manage account settings, users, lists, reconciliations, budgets, the audit log, and your user profile, among other things. The gear icon is where you’ll find things that will help you customize the setup, look, and feel of QuickBooks Online. As an accountant user, you get access to more features than regular QBO users. This is the accountant’s top bar, so you want to make sure you are using your QBOA account to see this. If you want more in-depth training on navigating QuickBooks Online, check out the training in our store. Having this basic understanding of where everything is will save you a ton of time when starting out using QuickBooks Online.
#What is quickbooks accountant online how to#
There is some great information in the middle about how the business is operating, but I’m going to show you how to navigate through all the other parts of the QuickBooks Online dashboard. When you log in to QuickBooks Online, you may be overwhelmed with the homepage or dashboard. QuickBooks Online Dashboard for Accountants
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