So in QuickBooks Desktop, we’ve simplified this down to two menus. The plus menu, which you can find in the upper right-hand corner. Just click on the same and when you do that then it is really used to create anything that you want to do in QuickBooks so you can:
- Create an invoice
- Under customers, you can receive a payment,
- You could create a bill or pay bills and then you could make bank deposits to lists to access all of your settings or lists related to your company.
You would click on the gear menu to see your company settings such as accountant settings that are the same as preferences. You could add or remove users by managing users. You can access all of your company lists so your chart of accounts for your products and services which you would know as your item list on QuickBooks desktop.
Overview QuickBooks Online and QuickBooks Desktop
Choosing the right QuickBooks version by understanding the key differences between desktop and online versions helps you make the right decision for your business. The listed details below give you a fair idea of the types of companies the software versions are recommended.
QuickBooks Desktop for Businesses
QuickBooks Desktop version is the best option for a business that has a fixed location. They do not need access on the go and have a small staff to access the software. For those businesses that do not want a recurring monthly charge and do not wish their accounts to be accessible online, it is considered the best accounting version. Also for the kind of businesses that want to use customized features like tracking budget etc.
The very first thing that you would need to do, is open up your QuickBooks Desktop and navigate to the homepage. This is the area where you can perform your workflow for your customers such as:
- Creating invoices,
- Receiving payments,
- Entering bills and paying bills and your banking activities,
- Recording deposits for payments received,
- Writing checks and entering credit card details,
- On the left-hand side, you can find the charges tab and the navigation bar which takes you to all centers of activity so you have:
- Your home page
- Your customer center
- Your vendor center and your report Center are all visible on the dashboard.
QuickBooks Online for Businesses
QuickBooks Online version is considered the best for those business owners who seek remote access to the company files and accounts. For those businesses where multiple employees work and can access the company files simultaneously. It is the best application for businesses that are easy with a monthly subscription fee and Consultant. For those businesses that adopt cloud computing and can access data anywhere anytime with strong internet connectivity and those who prefer automation, QuickBooks Online is the best software.
Now, let’s see the home page in QuickBooks Online. The home page in QuickBooks Online is a dashboard made up of tiles. These tiles are snapshots of your business so you see:
- Your profit and loss,
- Your expenses,
- Your open invoices,
- Your overdue invoices,
Your sales for products and services and all of your bank and credit card accounts are connected to QuickBooks in these tiles. These tiles give you the insight you need to help you determine what you need to do next. This may include sending invoices or paying bills so how do you access tasks like sending invoices and paying bills?