Navigating QuickBooks

This video shows you where to find everything you need to use QuickBooks with confidence. Learn where to go to create common things like invoices and sales receipts, where to see all your customers' info, and where to find your company settings and other QuickBooks features.

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Navigation Bar

The Navigation Bar is where you access all the people you do business with including your customers, suppliers, and employees.

Customers

To find a customer, click Customers to see a list of all your customers and a record of your transactions with them.

Suppliers

To find a supplier, click Suppliers to see a list of suppliers and their status letting you know who has been paid, who has not been paid, and who has not billed.

Employees

To find an employee, click Employees to see them listed with all of their contact information. You can also access your Payroll from here.

Transactions

Click Transactions to view your Banking activity, see a list of your Sales (income) and Expenses (expenditures), and access your Chart of Accounts.

Taxes

Click Taxes to see all of your tax information, including tax you’ve collected in sales, or paid on purchases.

Apps

Click Apps to see a collection of add-ons you can use.

Plus Sign

Click Create (+) to see a menu of your options to create Customers, Suppliers, and Employees. You can also create Bank Deposits, Transfers, Journal Entries and Statements from this menu.

Search Using the Magnifying Glass

To find any invoices or cheques you’ve created, click the Magnifying Glass and enter the cheque number, date or amount in the search field.

Search Recent Transactions with the Clock

Click the clock to quickly see recent transactions listed chronologically.

The Gear Icon

Click the Gear icon to access your Settings, Lists, Tools, and Your Company account info. You can find more advanced accounting options under Tools.

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