 So now I just want to look at some basic navigation items note that you could zoom into the screen because we're basically in a web based format so usually I can hold down control and scroll up on the scroll wheel and that will zoom into the screen So currently I'm at the 125% on the zoom in that's a great tool but also remember as we work through the practice problem when you're zooming in and out it actually changes the format of the screen You can see the icons up here will change so that means that if you're looking at a screen that has a different kind of layout than what I'm looking at the most extreme example would be like a phone for example Then the location of the items will be a little bit different due to the fact that QuickBooks is trying to optimize where icons are depending on how zoomed in to the screen we are So that's the first thing I just want to keep in mind because I will be zooming in and out of the screen to try to focus in on the current things that we're working on Also note that when you're doing data input forms if I hit the plus button these are where the forms are at if you were to go into an invoice for example and you're too zoomed in to the invoice Sometimes and QuickBooks is getting way much better at this but sometimes the data input can get a little bit messed up and it's not it's not populating properly So whenever that's the case you're going to have to close out the invoice zoom back out to 100% and then go back into the invoice and repopulate and that usually fixes the problem That's not as big as an issue because I think QuickBooks is getting better and better at being able to zoom into these forms and not have it cause the data input problem But if you run into that issue then just note that you can do that The other thing to note anytime you have a web based type of software is that if you want multiple tabs open at one time then you can open the multiple tabs with the plus button But what I really want is a multiple tab that's open with the current information in it so you can duplicate the tab So to duplicate the tab we go to the tab up top right click on it and duplicate it and that gives us a duplication Now once we start getting data into the system our standard work mode my standard work mode will be that I'm going to open up I'm going to go to the business overview on the right my reports which is going to be my balance sheet and my income statement and have those open on the right hand side And then do my data input on the left there's nothing in the balance sheet I'll open one up because we haven't done any data input But as we do data input we'll see the balance sheet be populated and we'll be going back and forth from this tab which is where we'll do the data input Most of which will be with the plus button and then as we do that data input we'll see the impact on the tab to the right And I'll open another one up with the income statement or profit and loss which we'll see how the balance sheet and income statement are constructed Step by step the balance sheet and income statement being the end result what we're trying to do from a reporting standpoint as we enter the data Okay let's go back to the first tab so just the layout of the way things are going to work here is that the data input is typically going to be done with the plus button These are the typical forms and then we can navigate with these items on the left hand side We can close this hamburger and we can close the hamburger we call it a hamburger here to give us more space to optimize the space And then up top the major thing up top is the cog the cog up top has information for our company information lists These are major like underlying type of things like the chart of accounts and the products and services tools and the profile So these are kind of the foundational things that you need to set up to get your accounts set up right and everything Some of the fundamental things to get the underlying process set up which we can then do the data input on as easily as possible