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June 27, 2022
Question

Where is the Get paid & pay icon?

  • June 27, 2022
  • 1 reply
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1 reply

June 27, 2022

It's great to have you join us here in the Community, @K Grojean. I’m happy to share some insights and walk you through the steps on how to see the Get paid & pay icon in QuickBooks Online. 

 

Your default view is based on when you first set up QuickBooks. If you’re on the Accountant view, you’ll see the Sales menu from the left navigation pane. While in the Business view, you’ll be able to see the Get paid & pay menu. Thus, these two functions work the same way in QBO.

                                                                                                                                                                 

With just a few clicks, here’s how you can change your view: 

 

  1. Log in to your QuickBooks Online. 
  2. Go to Settings.
  3. From the lower right part, click Switch to Business view or Switch to Accountant view.

 

To learn more about business and accountant views, please refer to this article: How to switch views in QuickBooks Online.

 

In addition, here’s a great resource that gives you an overview of sales transactions: View sales transactions.

 

Please feel free to tag me if you have any other concerns about managing your preferences or account. I'll get back to you as soon as possible. Stay safe, and enjoy navigating!