Where Is The File Menu In QuickBooks Online?

Where are my QuickBooks files located?

Note: The default location for a QuickBooks Desktop company files is: C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files and C:\ProgramData\Sage\Accounts\ for Sage.

From either of these locations, you should be able to choose the version/year of the application your file is using..

What is gear icon in QuickBooks online?

The Gear icon is used to access a ton of features in your QuickBooks Online account. I’d be happy to direct you to where you can find it. When you login to QuickBooks Online, the Gear icon is located at the top right-hand corner of the page. Some people describe it as a wheel.

How do you edit a transaction?

Edit a transactionIn the Accounting menu, select Bank accounts.Select the bank account of the transaction you will edit.Find the spend or receive money transaction in the Account Transactions tab.Click on the transaction to open it.Click Options, then select Edit Transaction. … Edit any of the required fields.More items…

Can you reclassify transactions in QuickBooks online?

You can also reclassify accounts, classes, and sales tax codes. Open your client’s QuickBooks Online company. Select the Accountant Tools and then Reclassify Transactions. … From the Account list, select the account with the transactions you want to change.

How do I move my QuickBooks company file?

Open the Windows Start menu and then open File Explorer. Find the folder that has your company file. Right-click the folder and select Copy. Open the external device you’ll use to move the files, or open the new location on your hard drive.

Where is the Edit menu in QuickBooks online?

Unlike QuickBooks Desktop, QuickBooks Online does not have a traditional menu bar. It does not have an Edit menu where you can find the Preferences, it doesn’t have a Lists menu where you can locate the Chart of Accounts list or items list.

Where is the taxes menu in QuickBooks?

To start recording sales tax in QuickBooks Desktop, you need to turn on this feature and set up sales tax items or tax groups. Go to the Edit menu, then select Preferences. On the Preferences window, select Sales Tax then go to the Company Preferences tab. Select Yes to turn on sales tax.

How do I restore my QuickBooks company file?

Restore a backup company fileIn QuickBooks, go to the File menu and select Open or Restore Company.Select Restore a backup copy and then Next.Select Local Backup and then Next.Browse your computer for your backup company file. … Select a folder to decide where to save your restored company file.More items…•

How do I import data into QuickBooks online?

4. How to migrate your dataIn QuickBooks Desktop, log in as an admin to the company file you need to import.Go to the Company menu, then select Export Company File to QuickBooks Online.Select Get started.Click Select destination, then sign in to your QuickBooks Online account.

How do you edit a transaction list two options?

Edit multiple Account transactionsFrom the Vendors menu, select the Vendor Center.Choose a Customer, then select a transaction.In the Manage Transactions drop-down, click Edit Selected Transaction.Select the Delete drop-down, then select Delete.Choose OK to confirm that you want to delete the transaction.

How do I edit a bill in mint?

Go to the Menu icon located in the top left corner.Tap the blue Accounts bar.Select the account.Go to the Actions menu.Tap Edit Bill.Make the necessary changes, tap Submit.