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5 Cleverly Hidden Features of Quickbooks Online

October 10, 2017

 

 

What would you say if I told you that Quickbooks has been hiding things from you? 

 

Well, not in a secret-code type of way. More of a not-so-apparent type of way.  

 

And what you say if I told you those not-so-apparent features would make using Quickbooks Online easier, faster, and simpler? Great news. They will.  

 

#1 - Attachments

 

Quickbooks included a feature that allows attachments to be added to nearly any transaction. These attachments can also be added to customers and vendors.  Types of things you can attach are : Receipts, contracts, PO’s, customer notes, and pretty much anything else you need to keep a record of. To use, simply “Add Attachment” when in the edit screen.

 

Quickbooks then took this attachments feature up a notch and added a feature that keeps all of your attachments in a list so you can quickly find them when you need them.  Just locate the Settings Gear Icon > Attachments.  Cool, huh?

 

 

 

#2 - Recent Transactions

 

Imagine you are busy doing your books and you close a transaction at the same time you realize you need to make change to it.  Or that you accidentally hit Save and Close before you finish entering all of the information.  Quickbooks has you covered.

 

They’ve created a quick-list where you can access your most recent transactions quickly without going through all of the menus.  Without this quick menu, you would be navigating to the customer center, scrolling to find the customer, locating the invoice you need and then into that window.  With this menu, you can quickly find that invoice again with a simple click.

 

It is located at the top of your screen and only appears when you click the ‘Magnifying Glass’ menu.  When you click the magnifying glass, a search bar will appear al