Accountant View and Business View in QuickBooks Online – Instructions

Accountant View and Business View in QuickBooks Online: Video

            This video lesson, titled “Accountant View and Business View,” shows how to switch between Accountant View and Business View in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

Overview of Accountant View and Business View in QuickBooks Online:

            The Accountant View and Business View in QuickBooks Online are the two views you can use. While you can perform most of the same tasks within both views, the view you use may change how you access the task’s command. Most of the changes that occur when switching between the views appear in the interface, like the names of the links for the Navigation Bar commands.

            The Accountant View in QuickBooks Online provides a view that contains a full range of business and accounting tasks. Alternatively, the Business View in QuickBooks Online streamlines the view to focus on day-to-day business tasks. For the purposes of our QuickBooks Online course, we use the Accountant View, unless specifically stated otherwise by the lesson.

            To switch between Accountant View and Business View in QuickBooks Online, click the “Settings” button in the QuickBooks Online toolbar in the upper-right corner of the screen. Then click the “Switch to Business view/Switch to Accountant view” toggle link in the lower-right corner of the menu to switch to the opposite view of the current view.

            The name of this link always toggles to the name of the view that is the opposite of the view in which you are currently working. So, when actively working in the “Accountant View,” the link shows “Switch to Business view.” The text that appears to the left of this link also tells you the name of the view which you are actively using.

A picture showing how to switch between Accountant View and Business View in QuickBooks Online.

Instructions on How to Switch between Accountant View and Business View in QuickBooks Online:

1. To switch between Accountant View and Business View in QuickBooks Online, click the “Settings” button in the QuickBooks Online toolbar in the upper-right corner of the screen.
2. Then click the “Switch to Business view/Switch to Accountant view” toggle link in the lower-right corner of the menu to switch to the opposite view of the current view.
3. The name of this link always toggles to the name of the view that is the opposite of the view in which you are currently working.
4. The text that appears to the left of this link also tells you the name of the view which you are actively using.