Customize the New QuickBooks Online Layout

Personalize the QuickBooks Online interface by customizing dashboard widgets, bookmarks, navigation menu sections, and pinned apps to match your workflow priorities.

💸 Free⏱️ 40 min saved✅ 16 runs

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows QuickBooks Online sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Understand the new dashboard structure

Step 2Customize Create Actions on the dashboard

Step 3Customize Business Overview dashboard widgets

Step 4Use privacy mode to hide sensitive information

Step 5Access and customize the My Menu sidebar

Step 6Reorder menu sections by priority

Step 7Select and organize bookmark shortcuts

Step 8Bookmark custom pages not in the preset list

Step 9Customize create menu transaction shortcuts

Step 10Customize Tools menu (formerly Accountant tools)

Step 11Pin priority apps for quick access

Step 12Collapse and expand sidebar sections for focus

Step 13Use duplicate tabs for multi-tasking workflows

Step 14Enable vertical tabs in Microsoft Edge browser

Step 15Use control-click to open links in new tabs

Get started with Trinity

What happens when you click "Start with Trinity"