{"appState":{"pageLoadApiCallsStatus":true},"articleState":{"article":{"headers":{"creationTime":"2018-01-25T03:48:35+00:00","modifiedTime":"2019-06-02T20:44:03+00:00","timestamp":"2022-09-14T18:17:10+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33618"},"slug":"software","categoryId":33618},{"name":"Money Management Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33653"},"slug":"money-management-software","categoryId":33653},{"name":"QuickBooks","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33656"},"slug":"quickbooks","categoryId":33656}],"title":"3 Handy Tool Buttons in QuickBooks Online","strippedTitle":"3 handy tool buttons in quickbooks online","slug":"3-handy-tool-buttons-quickbooks-online","canonicalUrl":"","seo":{"metaDescription":"In QuickBooks Online (QBO), at the top of the window, tools are available to help you find your way. 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The tools on this cheat sheet are for a client working in a QBO company.\r\n\r\n \r\n\r\n<img class=\"alignnone size-full wp-image-261985\" src=\"https://www.dummies.com/wp-content/uploads/qbo-create-menu.jpg\" alt=\"QBO Create menu\" width=\"535\" height=\"292\" />\r\n\r\nClick the plus sign (+), which then changes to an X, to open the Create menu and select a transaction to create.\r\n\r\n \r\n\r\n<img class=\"alignnone size-full wp-image-261986\" src=\"https://www.dummies.com/wp-content/uploads/qbo-advanced-search.jpg\" alt=\"QBO advanced search\" width=\"535\" height=\"240\" />\r\n\r\nClick the magnifying glass to view a list of recent transactions and to search for transactions. To open a recent transaction, click it to open it in its transaction window. 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3 Handy Tool Buttons in QuickBooks Online

By: Elaine Marmel and

Updated: 06-02-2019

From The Book: QuickBooks Online For Dummies

QuickBooks Online For Dummies

Explore Book Buy On Amazon

In QuickBooks Online (QBO), at the top of the window, tools are available to help you find your way. You can view recent transactions or search for transactions, create transactions, or perform other actions not related to transactions. Be aware that, if you’re working in QBOA and you open a QBO company, the tools vary somewhat. The tools on this cheat sheet are for a client working in a QBO company.

Click the plus sign (+), which then changes to an X, to open the Create menu and select a transaction to create.

Click the magnifying glass to view a list of recent transactions and to search for transactions. To open a recent transaction, click it to open it in its transaction window. Type any identifying information or click Advanced Search to specify more detailed search criteria.

Click the Gear button to display the Gear menu, which helps you perform a variety of tasks in QBO other than entering transactions.

About This Article

This article is from the book:

QuickBooks Online For Dummies ,

About the book author:

David H. Ringstrom, CPA, is president of Accounting Advisors, Inc., a spreadsheet and database consulting firm. He is a sought-after speaker on the subject of Microsoft Excel, QuickBooks, and QuickBooks Online. He is also the co-author of the previous edition of QuickBooks Online For Dummies and two previous accounting reference books.

This article can be found in the category:

QuickBooks ,

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