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When it comes to your practice and keeping clients happy and set up for success, you need a system that not only saves time and reduces stress, but is also completely personalized and filled with the most important parts of your daily life.
The new, simplified navigation menu in QuickBooks Online is designed to help business owners find the information they need – in a language they’re most comfortable with. The new Business View offers a simple navigation menu tailored to the needs of you and your customers, helping you keep track of important tasks and work together more efficiently.
Figure 1 shows the new navigation bar on the left versus the old accountant’s view navigation on the right.
What did you marry?
Customers look to you for solutions that help them save time and be more productive. For you, getting things done in fewer steps and getting more out of your accounting software means you can focus on things that matter to you, such as growing your company.
Having your most important tasks in one place is a game changer. This includes invoicing, banking, tracking leads, payroll processing, accounting and tax management, and tapping into powerful apps.
With QuickBooks Online Business View, you get just that—and you can group them to customize what you want to see exactly when you want to see it. You can also bookmark key pages, hide pages you don’t use, and put all these groups and bookmarks in the order you want.
A Top 100 QuickBooks ProAdvisor understands the need for a better “view” or a better way to view the information.
“This new task-oriented way of thinking creates a shorter logical navigation bar, where teams focus on tasks rather than tasks,” said Alicia Katz Pollock, author, author and owner of RoyalWise. “Being able to create bookmarks for the most used functions facilitates navigation and makes it clear which functions are most important in each company file.”
What’s in it for your customers?
BusinessView offers a technology stack that provides business owners with a truly personalized browsing experience tailored to their needs. This helps owners get things done faster, understand their finances better, and visualize success.
“The navigation bar in Business View is organized the way a business owner thinks about their organization, rather than how an accountant thinks about financials,” Pollock said. “Rather than simply relying on maintaining a positive bank account, reporting is prioritized so that the truth is right in front of their eyes. This allows our clients to focus on where they are going, not where they’ve been.”
Up-to-date information on business vision experience
Any accountant who signs up a client as a business owner or employee after October 2021 will already see Business View, and by the end of 2022 all your clients will get the Easy Navigation customization.
While your clients can always switch back to the old accountant view menu, committing to a business view allows them to get things done more efficiently, organize their financial affairs and data in a way that makes sense, and see success. – With your help and guidance.
Visit https://intuit.me/3dZTEAc for more information. And stay tuned for more updates over the next few months.
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