10 handy QuickBooks home page tips

You probably have the basics down already, but did you know you can click these 10 things on the QuickBooks home page and be even more productive?

1. 

   Have financial information at your fingertips when managing and planning for your business.

   QuickBooks logo
   Why it’s useful: one click takes you back to the home page, no matter where you are.

2. Welcome Guide
   Why it’s useful: get step-by-step instructions on basic QuickBooks Online tasks.
3. ‘X’ to the right of the Welcome Guide
   Why it’s useful: once you’re done getting started, delete this section and regain some screen space!
4. Your company logo or name
   Why it’s useful: quick access to change your company logo or name.
5. Private mode switch
   Why it’s useful: hide sensitive financial data from prying eyes (aka “Starbucks mode”).
6. Any bank or credit card account
   Why it’s useful: see a list of all recent transactions for that account.
7. Any bar in the Income section
   Why it’s useful: see a filtered list of open, overdue, or paid transactions.
8. Activity feed filter
   Why it’s useful: show only invoices, estimates, payments, or expenses.
9. Date range picker in the Expenses or Profit and Loss section
   Why it’s useful: choose a date range that’s more meaningful for your company.
10. Any pie slice in the Expenses section or bar chart in the Profit and Loss section
    Why it’s useful: see a transaction report just for that expense category.

Williams & Kunkel, CPAs, LLP are Certified QuickBooks Pro Advisors.

With our help, you can be sure your books are organized and accurate so year-end tax return preparation goes quickly and smoothly. This will help cut down on accounting fees and, with a clean QuickBooks data file, have financial information at your fingertips when making management and planning decisions throughout your business year.

Click here to read more or call us at today at 972-446-1040 for a free initial consultation.

Need more QuickBooks help? Read more at Williams & Kunkel, CPAs, LLP New Business Advisor Services

To connect with us to receive updates throughout the business week please follow us on Twitter or LinkedIn or Like us on Facebook.

Source: QuickBooks Blog