In a nutshell: A reimagined chart of accounts experience lets you find and review data quicker, using simpler search terms and detailed accounts that fit your business entity. If you have any feedback on this experience, please let us know.
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Here are more detailed instructions on how to switch your view. If you or your client would like to work with the old navigation instead of the consolidated test version, select Accountant View in settings. Additionally, similarly to the original experience, the Live Bookkeeping tab is only visible to customers who are not connected to an accountant. All of the same pages and workflows are available, but the way your client might access them has changed. The simplified navigation includes new terms like Business overview, which groups cash flow, reports, planner, and projects – and Get paid & pay, which groups vendors, sales, and time. We rely on testing to ensure that we’re improving the experience before broadly making a change.Īs business owners increasingly turn to QuickBooks to solve more business needs – from money movement and worker management, to coordinating e-commerce and financial planning – it is our goal to ensure they can easily and effectively run their business. We’ve designed the new navigation based on customers’ feedback, recommended terminology and groupings, and tasks they’ve told us they’re trying to complete. We’ve heard from new QuickBooks Online customers that it’s hard to find what they need quickly because the navigation has too many options. The consolidated menu and new terminology are accessible by selecting Business View from the account settings. In a nutshell: To help small business owners find what they need more quickly and easily, we’re testing a reorganized left navigation menu with a portion of new QuickBooks Online customers. New QuickBooks Online Payroll certification QuickBooks Online left navigation menu test Paycheck corrections in QuickBooks Online Payroll QuickBooks Online Payroll: Flexibility for employee tax settings New multi-company reports tab in QuickBooks Online AdvancedĪdd attachments in Tasks in QuickBooks Online AdvancedĪuto Payroll now supports Multiple Pay Schedules Search enhancements for QuickBooks Desktop migrators Improved chart of accounts experience for new QuickBooks Online customers QuickBooks Online left navigation menu test New! Share QuickBooks updates with your clients – send them this link for QuickBooks Innovations. With our latest QuickBooks® features and product upgrades, we’ve got new productivity hacks that can help you and your clients find the smartest way to do business (no final exam required). September is back-to-school season, and the learning isn’t limited to the kiddos.
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