 QuickBooks Online, 2024, Navigation Overview, Get Ready, and Some Coffee because we're diving into it with Intuit's QuickBooks Online. Here we are online in our browser searching for QuickBooks Online Test Drive, the primary resource we will be using for the first part of the course, this time finding that tool in what I think is the easiest and fastest way just searching for it. We then have the results, we're looking for a result that has Intuit.com, the owner of QuickBooks in the URL making us feel fairly secure that we have a legitimate resource here. We're going into the Test Drive QuickBooks Online, we're going to be using the United States version. First, a word from our sponsor, actually we're sponsoring ourselves on this one because apparently the merchandisers they don't want to be seen with us, but that's okay whatever because our merchandise is better than their stupid stuff anyways. 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If you would like a commercial free experience, consider subscribing to our website at accountinginstruction.com or accountinginstruction.thinkific.com and will then ask us if we're a robot and we're going to confirm that we are not a robot. And then once we're in here, we're in Craig's design and landscaping, I'm going to hold down control scroll up a little bit and I'm going to be at the 125, which I think is a fairly good size to be able to see within a screen recording. Now I'm going to open up some reports, which is something that I want to get in the habit of doing every time that being the balance sheet in the income statement. So I'm going to go up top, I'm going to right click on the tab as we saw in a prior presentation, how to do duplicate that tab. As that's thinking, I'm going to right click on the tab again and duplicate it again. And this is the process I do basically every time I go into QuickBooks, right? I'm going to go into the middle tab now, I'm going to go down to the reports on the left hand side and open up our major two financial statement reports, which will most likely be in the favorites over here and it'll almost always be in the favorites. If these two reports are not somebody's favorites, they don't know what they're doing because these are the primary two reports. So then let's go to the right hand side and then go down to the reports on the left hand side and then open up the profit and loss, sometimes called the income statement, sometimes called the P and L report. We'll dive into these reports in more detail later, but I just want to show that process that we're going to open those up mainly every time because this is the end result. This is what we're trying to create. If you're using QuickBooks for your taxes even, you're going to need the income statement. You're trying to build so you can use it to make your taxes. So that's what the whole process is end resulting towards. And then I'll have the first tab open, which is where the tab that I will typically use for navigation purposes. Okay, let's get into the navigation then. Remember that the navigation components are going to be on the left hand side or up top typically in a web-based type of software. The middle part is where the display screen is. So whatever you select will then display something in this middle area. Now, this middle area, when you first go into it, will typically be defaulting on the dashboard on the left hand side. So now we have in essence the dashboard open at this point in time. And this middle part of the dashboard will change depending on what QuickBooks Online is doing. So this is one of the, it's kind of strange that that's the place you go to first all the time. And it's also the page that will be changing the most often. And it's actually the page that you're not going to be using as much usually because once you're into the system, you're going to use these drop downs or side drops on the left hand side and up top to be navigating where you want to go. But when, so that's going to be this middle part. Now the way we navigate then is when we're trying to do our settings, when we're trying to do something that's the underlying components of the software, such as our settings, sometimes some of our lists like the chart of accounts can be found here. For example, then we would go up to the cog up top. So if we go up to the cog up top, we have your company information. This is where the account and settings are. We'll take a look at more of these in detail in future presentations, but managed users who is using the software, customized forms, chart of accounts. You could find the chart of accounts in other locations, which would probably be what most people would do. But you have it here too as well. Get the desktop app additional info and then you have your lists, all lists, lists being a specific term, not maybe so much in accounting per se as for QuickBooks in general. When we learn terminology, it's important to note that there's accounting terminology and then there's QuickBooks terminology, which is grounded in accounting terminology, but some of times it's different. So for example, lists used to be a dropdown that we had in the desktop version. And so now a lot of the stuff that was housed in that dropdown we often call lists, products and services, recurring transactions, attachments, custom fields, tags, tags or a special feature we might talk about later and then rules, tools, order checks, import data, import desktop, export data, reconcile, budgeting, audit log, smart look, and then you've got your profile and so on. So these are things again that aren't your day to day types of transactions. These are the underlying things that you do to set up the company file or basically your account information. For the day to day types of transactions, that's the stuff that's on the left. Now you could get to these items usually in multiple different ways. You've got all of these windows down below. We'll take a look at them shortly, but if you're just doing day to day transactions, the place you might go most often is this dropdown, the new dropdown. Now over time they've moved where this button is, they've called it a plus only, they've called it new only, I think, and now they've got it as a plus and a new. So this is going to be the dropdown. You'll typically find all the day to day types of transactions.