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The Navigation Bar in QuickBooks Online – Instructions

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How to Use the Navigation Bar in QuickBooks Online: Video

            This video lesson, titled “The Navigation Bar,” shows you how to use the Navigation Bar in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

Overview of How to Use the Navigation Bar in QuickBooks Online:

            The Navigation Bar in QuickBooks Online provides access to the “+ New” button, which lets you create new transactions. It also contains links that let you open different pages in QuickBooks Online. The Navigation Bar appears at the left side of the screen. To show or hide the Navigation Bar, click the “Show/Hide Navigation Bar” toggle button, which looks like a “triple-bar” icon at the left end of the QuickBooks Online toolbar towards the upper-left corner of the page.

            Note that the “+ New” button appears at the top of the Navigation Bar when it is shown onscreen but appears as the first button at the right end of the QuickBooks Online toolbar when the Navigation Bar is hidden. Clicking the page links in the Navigation Bar opens the associated link’s page in the company file in the area to the right. Within many of these pages, you can click the tabs at the top of the page to access related page content.

            Note that restricted access users will not see all the links available in the Navigation Bar. The names of the links that appear in the Navigation Bar can also change. For example, depending on the choices you make during the setup wizard in QuickBooks Online, you may see either a “Sales” or an “Invoicing” command appear for your sales links in the Navigation Bar. While both these commands provide access to the same commands, it is confusing.

            Additionally, these commands may change depending on whether you are using the “Accountant View” or the “Business View” of the company file. Finally, from time to time, Intuit simply changes the names of these commands for various reasons as they release updates.

A picture of the Navigation Bar in QuickBooks Online and its menu of choices.

A picture of the Navigation Bar in QuickBooks Online and its menu of choices.

Instructions on How to Use the Navigation Bar in QuickBooks Online:

  1. The Navigation Bar in QuickBooks Online provides access to the “+ New” button, which lets you create new transactions. It also contains links that let you open different pages in QuickBooks Online.
  2. The Navigation Bar appears at the left side of the screen.
  3. To show or hide the Navigation Bar, click the “Show/Hide Navigation Bar” toggle button, which looks like a “triple-bar” icon at the left end of the QuickBooks Online toolbar towards the upper-left corner of the page.
  4. Note that the “+ New” button appears at the top of the Navigation Bar when it is shown onscreen but appears as the first button at the right end of the QuickBooks Online toolbar when the Navigation Bar is hidden.
  5. Clicking the page links in the Navigation Bar opens the associated link’s page in the company file in the area to the right.
  6. Within many of these pages, you can click the tabs at the top of the page to access related page content.
  7. Note that restricted access users will not see all the links available in the Navigation Bar.
  8. The names of the links that appear here also change, depending on your company file setup responses, the view of company file you are using, and occasional updates.
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