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Navigation Changes Made To QuickBooks Online

We all know change is hard!  With this in mind we wanted to provide a highlight of the recent changes made to the QuickBooks Online navigation.  Even though the changes may take some getting used to, this is one of the main benefits of QuickBooks Online….you constantly have access to the most up-to-date version of QBO available!  The changes include:

  • A few of the changes are strictly name changes. For example, your home page is now called the “Dashboard.” No other changes were made here and all information you previously saw on the home page is still available on your new dashboard.
  • “Banking” is now at the top of your left menu bar on every screen. This is the item you click to access the transaction import screen and is possibly the most used button in QuickBooks Online. With its new placement it will be easy to get to without hunting through the menu options.
  • “Accounting” is a new item in the left menu bar. This will be where you click to access the bank reconciliations as well as your Chart of Accounts.
  • The Reconciliation screens did see some updates as well. The changes made will make the reconciliation process more streamlined and easy to complete.

As you can see, the QuickBooks Online support team does value the feedback we give them so make sure to let them know what you like and don’t like, or what you feel could be made easier to use.  To read the full article on the updates please click here.  

QuickBooks Online: Is It Right For Your Business?

QuickBooks Online has become a widely used alternative to the traditional desktop versions of QuickBooks. With up-to-date bank and expense information that is accessible by both the business owner and CPA (once the CPA is granted accountant access to the company) it’s easy to see the immense benefits. Business owners have no down time as they wait for their CPA to do monthly, quarterly or yearly work and CPAs have the most recent data in order to efficiently and effectively assist their clients in day-to-day business dealings.

Unlike the desktop versions of QuickBooks, QuickBooks Online provides users with the most current version without the yearly added cost of upgrading software. The highly secure QuickBooks Online servers provide immediate backup of your company files and is accessible from virtually anywhere you can access the internet. There is even an awesome app for the iPad that enables you to take photos of receipts and enter them into your bank or credit card register on the go. The portability and functionality of the program makes keeping your company’s financial records a breeze.

QuickBooks Online is allowing us at LBA Haynes Strand to stay ahead of the curve by achieving results through a fully engaged approach and diligent planning. To see a visual guide on converting to QuickBooks Online, click here or contact our office for additional information on the benefits and limitations of the software.