QuickBooks Online Business view: easy, efficient, and personalized

In terms of your exercise, and retaining customers glad and set up for success, you want a gadget that now not best saves time and lowers stress, but is also absolutely personalized and filled with the most critical components of your daily work lifestyles.

The brand new, simplified navigation menu in QuickBooks online is designed to help business proprietors locate the information that’s vital to them– in a language they’re much more likely to apply. The new business view gives a simplified navigation menu that is tailored to you and your customers’ desires, assisting you cope with essential tasks and work collectively greater successfully.

Figure 1 indicates the brand new navigation bar on the left as opposed to the older accountant’s view navigation on the proper.

What’s in it for you?

Customers appearance to you for solutions that allow them to keep time and be more effective. For you, doing something in fewer steps and getting even extra out of your accounting software program way you can spend greater time that specialize in what matters to you, including growing your company.

Having your maximum important capabilities in one place is a gamechanger. This includes invoicing, banking, tracking leads, running payroll, dealing with bookkeeping and taxes, and tapping into effective apps.

With the QuickBooks online business view, you get just that– and you could institution them to personalize exactly what you need to see while you want to peer it. You could additionally bookmark key pages, hide pages you don’t use, and put all of these groupings and bookmarks inside the order you see match.

One pinnacle 100 QuickBooks ProAdvisor knows the significance of a better “view” or a higher manner to study the records.

“this new task-oriented way of questioning creates a shorter logical navigation bar, in which the groupings awareness extra on movements than capabilities,” stated Alicia Katz Pollock, writer, author, and owner of Royalwise. “the fact that you could create bookmarks for your maximum-used features streamlines the navigation and makes it apparent which features are maximum vital inside each organization record.”

What’s in it on your clients?

Business view gives a tech stack that gives business owners a honestly personalized navigation experience appropriate to their wishes. This facilitates proprietors get matters accomplished faster, better apprehend their budget, and visualize fulfillment.

“the navigation bar in business view is organized the manner a business owner thinks about their employer, instead of how an accountant thinks approximately the financials,” stated Pollock. “ in place of counting on genuinely preserving a effective bank balance, reporting is delivered to the vanguard so that their reality is right in the front in their eyes. This permits our clients to attention on wherein they’re heading, in place of wherein they’ve been.”