Have you been having trouble finding the areas of QuickBooks Online you need to use? Are there just too many choices in the left side navigation menu? Good news! You can now customize the left side menu to make it easier to see what you need to see and to go the places you frequently visit. This simplified navigation takes two forms – Bookmarking and Customizing.
BOOKMARKING
If there are areas of QuickBooks you frequently visit, you can now bookmark those areas, and a shortcut will be put at the top of the left side navigation menu under the heading Bookmarks. Just hover over the menu section on the left side and when the page options appear for that section, click on the banner at the end of the page name. That will create a bookmark or shortcut at the top of the left side menu. This is similar to creating a favorite or bookmark in your web browser. For some shortcuts, you can even change the name of that bookmark by clicking Edit Bookmark while you’re on the page. If that option is available, you’ll see it at the end of your bookmark list. So if you frequently use the Invoices or the Employees page, for instance, you can now have a shortcut or bookmark that will take you there is one easy click.
CUSTOMIZING THE MENU
A lot of options have been added recently to the QuickBooks Online menu, some of which may not apply to your business. That can make it difficult to navigate to where you need to go in the software. But you can change that! Click on Menu Settings at the bottom of the left side navigation menu then click the Customize This Menu choice. Once the list of areas comes up, uncheck to hide the areas you don’t use and leave the ones you do use checked. When done, click Save. This will allow you to see fewer options making it easier to navigate where you need to be. If you ever find that you need to go to an area you can no longer see, just click on the More option under Menu on the left side and all of your hidden areas will be listed there.