QuickBooks Online: Navigation & Customization

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Table of Contents:
00:00 Intro
00:21 Left Navigation Bar
01:50 GEAR MENU
03:02 Search/Find Transactions
03:41 Custom Bookmarking
07:35 Customize Homepage/Dashboard
09:53 Account and Settings
15:22 Design your Invoices
17:32 FREE add-on app: "RightTool"

[rensha]

Absolutely amazing informative video and the Right Tool app looks fantastic! Thank you

[janetrobinson]

WOW excellent presentation, describing the buttons needed to expand screens, etc. Thank you so much.

[chingkiey]

Thanks a lot for this lesson. It inspires me to learn more about quick books in you channel.

[kyerefrederick]

Excellent presentation. Hector you are too good.

[dawnbarrett]

Love your videos. Extremely helpful. When customizing the home page etc. can each user customize or just the admin?

[gleidismazo]

What awesome video!!! Great fixtures and well explained. I wish you have a class for QBO beginners to start QBO from the scratch! Thank you so much for all your help!!!

[dr.nedanafei]

I have a business and also like to use QuickBooks for my personal financial matters. Does that mean I should sign up with the program that allows for 2 users?

[LouiseERne]

My company quickbook is nolonger showing the "Bookmarks" or "Menue". My question is, where and how do I add these back? I couldn't find any video showing how to add these when there are nolonger showing. Thanks.

[muzamilmian-rq]

Please send all videos related to Bookkeeping

[jodiheck]

❤Great New Videos Hector!! Right Tool looks like a winner! Congrats on that. I recommend you to everyone who looking to learn the ins and outs of QuickBooks 🎉

[sarahtaylor]

Is there a way in QBO to remove the $0.00 that products and services default to? It would be great if the "Amount" Field on the invoice was blank.

[RosaKeip]

Is it possible to creat a custom invoice template and export that to excel? Just curious. Thak you

[mariaacosta]

Hector, how can I manage adding message on my temple credit card charge will apply. I tried using custom field but it does not work. Also I’ll email you about setting up merchant payments.

[sheledmikymo]

Hi. In my account and settings, when I put the tax number in and save, and then go to leave the screen, I get a pop up saying do you want to leave without saving, but I did save.
Do you have any idea where I am going wrong? Tia

[TiffanySmelker]

I don't have the search bar on the top

[MAAZKHAN-mv]

Please let me know if sale n purchase done by different person, then how should we can check sales person wise profit?