QuickBooks Online (QBO) – The Gear Icon

Software: QuickBooks Online (QBO)

Unlike QuickBooks Desktop, QuickBooks Online does not have a traditional menu bar. It does not have an Edit menu where you can find the Preferences, it doesn’t have a Lists menu where you can locate the Chart of Accounts list or items list. QuickBooks Online (QBO) has simplified the interface by providing two icons at the top of the screen — a “+” and a “Gear”.

The “+” icon contains the daily transactions and the “Gear” icon is about the setup.

The “Gear” icon consists of four main sections; the Setting, Lists, Tools, and Your Company.

QuickBooks Online (QBO) accounting software

The Setting is like a Preferences function in the desktop version, where you can set up the Company information, template or fields used in the transactions.

The Lists consist of Chart of account (under all list), Product and Services list, recurring transactions, etc. It’s like the Lists menu of the QuickBooks Desktop version.

The Tools section gives you the ability to import lists such as chart of accounts or item list, it allows user to reconcile the bank and set up a budget.

Managing the users and QuickBooks Online (QBO) account is at the “Your Company” section.

Anything that is non-transaction related, click the “Gear” icon. Simple?

Comments are closed.