Quickbooks: How to Navigate
Navigate QBO
As soon as you log in, you’ll see the most important information about your business right away on your Dashboard.
On the dashboard, QuickBooks shows your profit and loss, how much you spent, your sales summary, and what people owe you.
And if you need to add something, like a sale or an invoice, you can do that right here.
You can also create invoices, and just about anything else, from the plus menu.
Once you've created a bunch of invoices and checks, you might need to find one. Click search and enter the check number, date or amount.
QuickBooks has lots of good stuff on the left navigation bar. Under Invoicing, you can see your customers, sales, and products or services you are selling for your business.
You can also get to QuickBooks reports here on the left.
You can get to your company settings and your QuickBooks account info here.