QuickBooks Online Introduces Changes in Site Navigation


QuickBooks Online Navigation Changes

QuickBooks Online accounting software for small businesses recently announced it is rolling out some new navigation changes to improve productivity and online experience.

The company whose accounting software helps small businesses organize their finances and makes it easier to manage essential financial tasks like creating invoices, keeping track of sales and expenses, and producing reports, says its goal is to create a better experience for those small business customers. The company says  changes will ultimately allow small business owners and managers to get back to doing what they love — running their businesses.

“After all, we want you to spend your time in your business rather than on your business,” said Josh Fair, product manager, QuickBooks Online, in a post announcing the navigation changes on the official QuickBooks’ blog. If you use QuickBooks to run your small business, here are some things you may notice.

QuickBooks Online Navigation Changes

Highlights of the new navigation changes at QuickBooks Online include:

1. Home is Now Called Dashboard

The company says it’s renaming the homepage from “Home” to “Dashboard” to better reflect its purpose, but only the name is changing. All of your data will still be there.

QuickBooks Online Navigation Changes - Home is now called “Dashboard.”

2. Banking is Moving to the Top of your Navigation Bar, Bank Rules is Getting its own Tab

Now, you can go right to your bank transactions without having to hunt for them.



QuickBooks Online Navigation Changes - “Banking” is moving to the top of your navigation bar and “Bank Rules” is getting its own tab

3. Everything Related to Sales has been Streamlined in One Place in the Navigation

You’ll now find everything related to sales — Customers, Invoices and Products and Services — in one place, and you’ll be able to track when your invoices are viewed, paid and overdue from your new “Invoices” tab.

QuickBooks Online Navigation Changes - Everything related to sales has been streamlined in one place in the navigation

4. Everything Related to Spending has been Placed in the Expenses Tab.

You can now handle everything related to spending, including Vendors, under the Expenses tab. No more jumping back and forth, says Intuit (NASDAQ: INTU) the company behind the QuickBooks accounting software brand.

QuickBooks Online Navigation Changes - Everything related to spending has been placed in the “Expenses” tab

5. Chart of Accounts and Reconcile are now Found Under the New Accounting Tab

This will allow you to quickly get to your “Registers” from the “Chart of Accounts” tab.

QuickBooks Online Navigation Changes - “Chart of Accounts” and “Reconcile” are now found under the new “Accounting” tab

“We hope you enjoy your new navigation, driven by your suggestions,” said Fair in the blog post.

Image: Intuit

6 Comments ▼

David William


David William David William is a Staff Writer for Small Business Trends. He covers franchises, brick and mortar businesses, public policy and other small business issues. He is also founding editor of WebWriterSpotlight.

6 Reactions

  1. Thanks for explaining the new dashboard in Quickbooks online. I am a big fan of intuit products especially the quickbooks gopayment app. Our team did a comparative study and review vs square and intuit credit card reader is recommended http://best4businesses.com/quickbooks-gopayment-review/

  2. David, thanks for the quick and easy breakdown of the new navigation! I’m looking forward to seeing this rolled out.

  3. I do not like the new layout one bit. It used to be easy to get to my customer database with one click, now I have to find where it went. I also can not scroll on the main page any longer. Awful that this has been forced on us.

    • Agreed! Apparently whoever makes these changes are not into real accounting. Maybe we should be given the option to update or not! Now another in the reconciliation….it is awful also.

      • no one wants to see all sales first – they want to see it by Customer
        who approved this layout? We can’t even change it

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