09/15/2023
QuickBooks consolidates Business View and Accountant View navigation
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Last year we updated the Business View navigation menu in QuickBooks Online so your clients could more easily access the capabilities they need, in the language they use, and stay focused on growing their business.
We’ve since heard from accounting professionals that working with clients who are using a different navigation path can be difficult and frustrating – the completely different menu makes it challenging to provide guidance to clients.
Given this feedback, we’re working to remove the Business View navigation menu and bring all QuickBooks Online users back to one navigation menu based on the Accountant View menu, including:
• Redesigning the Accountant View menu to be better organized and easier to scan. You can see detailed changes here and here.
• Moving bookmarks to the top of the menu, making them easier to access.
• Keeping the “hover and flyout” menu interaction in Accountant View, so you can see all of the sub-menu items when you hover over the main menu item.
• Updating the QuickBooks Accountant left navigation menu to reflect many of the same renaming and reordering changes. For example, “Banking” will change to “Transactions.”
The change to move all users to one, consolidated navigation menu will happen in two phases. Our goal is to have these changes implemented before it’s time to start preparing for tax season.
• Phase one will be an “opt-in” period where you can try out the new navigation menu and provide feedback about how it works for you. You’ll be able to choose which view to use; the software will not automatically default to the new view. During this period you will also have the option to go back to the current menu.
• During phase two, we’ll gradually roll-out the new menu to all users. You’ll still have the ability to toggle between Business view and Accountant view using the gear menu, but the navigation will not change. In Business view, the accounting language and names of some features and buttons may differ from that in Accountant view. We’re working towards using the same language in both views.
We know it can be challenging to get used to a new navigation menu and we’re giving you advance notice to allow time for you and your clients to work through the change.
We’ll alert you in advance – in your QuickBooks product - before each phase begins.
Thank you,
The QuickBooks Team