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L
lara-lgstudio333
February 22, 2023
Question

I don't have a "bookkeeping" tab on my menu to the left (under business view). At the top, is banking followed by sales, customers & leads, etc. but no bookkeeping

  • February 22, 2023
  • 1 reply
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1 reply

R
rvrfrf
February 22, 2023

Thanks for joining the Community, lara-lgstudio333.
 

You'll see a Bookkeeping option in your left navigation bar when using the Business view. If you're not seeing it, you're currently on your Accountant view.
 

Here's how to change to Business view:
 

  1. Use the Gear (⚙️) icon.
  2. Select Switch to Business view.

 

I've also included a detailed resource about working with your two different views which may come in handy moving forward: Switch between Business and Accountant view
 

Please feel welcome to send a reply if there's any additional questions. Have a lovely day!

L
lara-lgstudio333Author
February 22, 2023

Thank you so much.  Now I can't seem to access/manage my account.  Just blue blinking dots. 

R
RoseJillB
February 22, 2023

I appreciate for getting back about your concern with the bookkeeping section in QuickBooks Online (QBO), lara.

 

The steps outlined by my colleague above should enable you to obtain the option of navigating to the Bookkeeping menu. Since you’re unable to proceed to your accounts window, I suggest performing browser troubleshooting.

 

Your browser may have loaded its historical cache due to visiting several websites. To fix this and allow you to carry on your business tasks, I advise you to run browser troubleshooting.

 

To start, please open a private window of your browser to get started. It pinpoints the cache that frequently results in strange behavior from browsers.

 

Here are the keyboard shortcuts to open a private browser:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

 

Once done, proceed to clear the cache in the browser to prevent this from happening again. If you have another supported browser, you can choose that instead.

 

Let me know if you have more questions about managing your invoices. I’ll be around to address them accordingly. Have a great day!

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