In addition to the left menu bar, there are a couple more menus you can use to navigate QBO.
The first menu is accessible through the gear icon, located in the upper right-hand corner, next to the notifications icon.
The following screenshot shows the menu that will be displayed when you click on the gear icon:
A brief description of the areas of QBO that you can access through the gear icon is as follows:
- YOUR COMPANY: This section includes global company account settings, which we will explore in detail in the next section. It also allows you to access Manage users, which is where you can give others access to your QuickBooks data. You can launch the chart of accounts from here and QuickBooks labs, which is the testing area for new features that are in beta.
- LISTS: The list menu includes all QuickBooks lists, such as customer listing, vendor listing, and products and services listing. Recurring transactions are available here and any files or...