QuickBooks Online – Tips on Navigating the New Format


QuickBooks Online has been redesigned.  The change has been rolled out in stages for current users.  The new format (called Harmony) looks completely different than the old format (Classic).  Just like with any other program that undergoes a complete makeover you have to learn how to use it, where to find things.  The program still functions the same, you can still pay bills, write checks, invoice customers, receive payments, reconcile your bank account and run reports.  What has changed is where you go to perform these tasks.

Below are some tips that may help you in getting around in the new format:

On the left navigation bar are tabs for the major functions.  When you click on the Transactions tab there are several options.

 The Banking option will show you the bank accounts that are setup in QuickBooks.  This is where you will add or match the bank transactions to the register.

 The Sales option will show invoices and payments.  Here you will have more options such as printing or receiving a payment for an invoice.  You can filter the list by clicking on one of the colored tabs at the top of the page.

 The Expenses option is a list of different type of expense transactions.  Options are also available here.

 The Register option is a list of all the Balance Sheet accounts.  Highlight the register you want to view and click on Go to Register at the top right of the window.

 The Reports tab is where you find all the reports.  Reports can be customized and saved.

To create a transaction click the plus (+) arrow in the blue tab at the top of the page.  Click Show More (bottom right) to see a list of all transaction that can be performed for Customer, Vendors, Employees and Other.  Clicking an option will open the form where you will enter the information.   At the bottom of the form there are more options available.  The options will vary depending on the transaction type.

At the top right of your file is your company name.  Clicking on this will open up a choice of options to manage your file.  Managing your file includes your company preferences, chart of accounts, adding products and services, reconciling your bank or credit card accounts, etc.

Here are a couple of links to short U-tube videos by Michelle Long that may also help you.

Video One

Video Two

Hopefully you will find these tips useful. If you need additional assistance please don’t hesitate to contact me.