Navigate QuickBooks Online 2026 Interface

Master the new QuickBooks Online interface with AI-powered features, smart search, customizable dashboard widgets, and streamlined navigation for efficient bookkeeping.

💸 Free⏱️ 30 min saved✅ 8 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 1Choose the right QuickBooks Online plan

Step 2Navigate the main dashboard and top navigation bar

Step 3Review the Business Feed and AI highlights

Step 4Customize Create Actions shortcuts

Step 5Customize Business Overview dashboard widgets

Step 6Set up your company information and legal details

Step 7Configure Chart of Accounts for your business

Step 8Set up products and services for invoicing

Step 9Create recurring transactions and bank rules

Step 10Create and send customer invoices

Step 11Record vendor expenses and bills

Step 12Connect and reconcile bank accounts

Step 13Generate financial reports

Step 14Manage sales and invoices in Get Paid section

Step 15Use smart search and keyboard shortcuts

Get started with Trinity

What happens when you click "Start with Trinity"