In this slide show you will learn about the three main ways for navigating in Quickbooks Online - 1. Settings menu 2. Quick Create menu 3. Left navigation bar Youtube video link: https://www.youtube.com/watch?v=tdPymB67eOQ For more tutorials like this please visit: http://www.5minutebookkeeping.com http://www.quickbooksonlineexpert.com http://www.quickbooksonlinetrainingvideos.com

1. GETTING AROUND IN
QUICKBOOKS ONLINE
www.5MinuteBookkeeping.com

2. Veronica Wasek, CPA
Certified Quickbooks Online Expert
Certified Public Accountant
We work with clients throughout USA
on all their Quickbooks Online Needs
www.5minutebookkeeping.com
5minutebookkeeping.com

3. In this slideshow you will
learn about the 3 main
ways for navigating in
QuickBooks Online -
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4. 1. Settings menu
2. Quick Create menu
3. Left navigation bar
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5. Here is a
sample
homepage
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7. Click the
Settings Icon
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9. You will see
these links
and tools
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11. Company Settings
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12. Products and Services
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13. Tools
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14. Managing Users
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15. Signing Out
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16. Click the Settings
Icon again to go
back to your
homepage
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18. Now let’s take a
look at the Quick
Create Icons
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20. Click on the
“+” sign
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22. The Quick
Create Menu
will show up
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24. Click
“Show more”
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26. This menu list
will appear
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28. This is where you
will add your
transactions
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29. Customers
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30. Vendors
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31. Employees
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32. Others
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33. Click the “+”
sign again to
close the menu
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35. The 3rd area is
called the
“Navigation Bar”
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36. It’s located on the left side
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37. This area is
used to look
up…
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38. Customers
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39. Vendors
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40. Employees
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41. Transactions
you have
already
entered
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42. Reports
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43. Sales tax and
apps
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44. Click on the
“Customers”
tab
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46. Below you will
see your list of
customers
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48. You will also see
their Invoices
and balances
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50. Let’s click on
one customer
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52. This screen will appear
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53. Customer’s
details are listed
in the screen
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54. Contact details
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55. Invoice
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56. Transactions
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57. Click on the
“Vendors” tab
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58. You will see this
screen
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60. Vendor lists
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61. Payments Due
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62. Let’s select one
vendor
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64. You will see all
the vendor
details
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65. Vendor information
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66. Click the
“Transaction”
area
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68. Select Banking
if you want to
see your bank
and credit card
transactions
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69. This is how Banking looks like
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70. Select Sales if
you want to
see your sales
transactions
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72. Select
Expenses if
you want to
see your
disbursement
transactions
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74. You will be able
to see the type
of payments you
had
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75. Checks, Bills and Credit Card
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76. Lets click on
“registers”
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77. Select
Registers if you
want to see
your bank
registers
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79. Lets click on
“Checking”
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81. You will see all
your checking
transactions
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83. You can click
on“Reconcile”
button below to
reconcile your
accounts
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85. Let’s click on
“Reports” tab
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86. Select Reports
to get the
financial
reports
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88. Choose the tab
for the report
you need
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89. Recommended
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90. Frequently Run
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91. My Custom Reports
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92. All Reports
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93. “Recommended
reports” has the
profit and loss and
Balance Sheet
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94. All Reports
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95. This is the end of this
tutorial. For more
information, please
contact
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97. Thanks for
reading 
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