Left Navigation Bar

Quick reference

• 00:04 In this video, I want to talk to you about the left navigation bar.
• 00:08 On the left-hand side of our screen we have a navigation menu.
• 00:12 We've already talked a little bit about the plus sign in the upper left-hand
• 00:16 corner and I like to think about is the action items or
• 00:19 I want to do something place within QuickBooks.
• 00:22 The left-hand menu has a handful of things that I think are really useful and
• 00:26 sometimes get overlooked.
• 00:28 The dashboard you already know that's what we're looking at here.
• 00:31 Anytime you're somewhere else,
• 00:33 if you click on Dashboard it takes you back to this.
• 00:36 It's not necessary to come back to this to do stuff,
• 00:39 it just is a shortcut to get here.
• 00:42 So the first option we have is banking.
• 00:45 When I click on banking or if I hover over banking,
• 00:48 I get a little pop out to the right and my options are banking rules and receipts.
• 00:53 So banking says take me to the list of my downloaded banking transactions.
• 00:58 I'll click on that and show you.
• 01:00 So right now, I have this downloaded transaction,
• 01:03 it's the Alaska Airlines credit card.
• 01:05 If I had more bank accounts, I'd see them tiled across the top.
• 01:09 When I click on banking, and
• 01:11 instead I choose rules, it's going to take me to my list of rules.
• 01:14 And then banking receipts takes me to my list of receipts.
• 01:18 Thank you get the idea.
• 01:20 Behind expenses, I have two things.
• 01:22 I have expenses and I have vendors.
• 01:25 When I click on expenses, it's going to show me my most recent transactions or
• 01:30 my most recent expenses.
• 01:31 When I click on expenses and then vendors,
• 01:34 it's going to show me a list of my vendors.
• 01:37 So right now, I don't have any.
• 01:39 Let me add one manually so that I have an example to show you what this looks like.
• 01:44 This is what it's going to be like for you.
• 01:46 You're going to set up a QuickBooks file,
• 01:48 you're not going to have any vendors to start with.
• 01:50 So I just made a vendor called sample vendor.
• 01:52 We're going to see this in more detail later, but
• 01:55 I want you to see what it looks like now.
• 01:57 When I click on sample vendor,
• 01:59 I can see a history of anything that's pertains to sample vendor.
• 02:03 As my vendor list grows, I might find that I want to bounce back and
• 02:07 forth between different vendors.
• 02:09 One way to do that is to click this little hamburger on the left, and
• 02:14 then expand and my list of vendors will be down here.
• 02:17 So sales reps much like vendors got a handful of things, invoices,
• 02:22 which is kind of helpful if you want to look at a list of your recent invoices.
• 02:27 And then, customers just like vendors I'll have right
• 02:30 now nothing's we'll add a manual customer.
• 02:33 We'll call them sample customer.
• 02:37 And so see how it looks just like the vendors and
• 02:40 then I click this little hamburger on the left.
• 02:42 Once we start making invoices, we'll come back to this and I'll start to fill in and
• 02:47 start to look a little bit more interesting.
• 02:49 But it's still important to see it the way you're going to see it when you set up
• 02:53 your QuickBooks.
• 02:54 On the left-hand side, I'm going to skip down.
• 02:57 I want to show you reports.
• 02:59 When I click on reports, I get a handful of things,
• 03:02 the first thing I have is a box that's called favorites.
• 03:05 The favorites box represents any reports that have a green star to the right
• 03:10 of them.
• 03:10 So if I put a green star it just pops that report up there.
• 03:14 So we'll talk about reports in more detail in a later lesson, but
• 03:17 I wanted you to see this is what the report screen looks like.
• 03:20 It's nothing scary or intimidating.
• 03:22 You get to navigate from here and look at whatever you want.
• 03:26 I'm not going to talk about taxes, but
• 03:28 I do want you to know taxes just means sales tax.
• 03:30 It does not mean federal taxes.
• 03:33 Mileage just means mileage, you can use mileage here by entering your mileage.
• 03:39 So you could say I'm add a trip, today I went from here to here, and
• 03:43 this is why, it's business or personal.
• 03:46 You can also download the QuickBooks apps for your phone, and
• 03:50 track your mileage that way.
• 03:52 When we get a little bit further down, we have this accounting tab.
• 03:55 When I click on or hover over accounting I have two options.
• 03:59 I have Chart of Accounts and I have reconcile.
• 04:02 So Chart of Accounts means show me a list of the accounts that I have within
• 04:06 QuickBooks.
• 04:07 All my income accounts, all my asset accounts, all my expense accounts.
• 04:11 All the accounts below that is reconcile,
• 04:13 reconcile might sound familiar to you we'd looked at that earlier.
• 04:18 The other way to get a reconcile is to click the gear in the upper right-hand
• 04:22 corner.
• 04:23 And you'll see reconcile under the columns for tools.
• 04:26 That's to route so same place.
• 04:29 One is not better than another, little bit further down I have this option for apps.
• 04:34 Apps is kind of cool.
• 04:36 This is the same thing as a website called apps.com.
• 04:39 Apps.com is just it's QuickBooks version of the iTunes Store or
• 04:44 the Google Play Store, it's a place you can go to get third party applications.
• 04:50 And so when I look at it here, it's just kind of it says here's the recommended
• 04:54 apps and here's how well people have reviewed them.
• 04:57 It's exactly the same as going to this website.
• 05:00 If you're ever looking for something to make your QuickBooks do something that's
• 05:04 not currently doing or do it better than it's currently doing.
• 05:07 You can search in here.
• 05:09 So for example, I'm going to search receipts.
• 05:12 When I type in the word receipt,
• 05:14 I have a whole bunch of things that I can choose from.
• 05:17 Maybe I'm not thinking about receipts, maybe I'm thinking about inventory.
• 05:21 I was going to search inventory and there's a bunch of inventory options here.
• 05:26 If you subscribe to the QuickBooks plus or advanced edition,
• 05:29 you definitely have some inventory built into the software.
• 05:33 But maybe the inventory is built in isn't the right fit for you, or
• 05:36 maybe you have a lower edition of the software, but you still need inventory.
• 05:40 You can get a third party app to take care of that for you.
• 05:44 So when I search inventory within the QuickBooks online software a 50 results
• 05:48 for inventory.
• 05:49 If I go to apps.com, and I do the very same search, if 75 results for inventory.
• 05:57 What I'm looking at these results, I can click on Load More This is really great.
• 06:02 When I click on these results, I can sort by relevance and
• 06:05 I can also filter by star rating.
• 06:08 So between the two you will be able to figure out what you are looking for.
• 06:11 Unfortunately, and I do not know why not.
• 06:14 The feature of this isn't merged with the website, and
• 06:18 the website yields more results than within the software.
• 06:22 You do not need to get a third party app to go with your QuickBooks Online.
• 06:26 I just wanted you to know about some options of things you can do to make your
• 06:30 QuickBooks Online more robust.
• 06:32 If you need something that it doesn't currently provide for you.

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