In this article, you read about the topic of the Quick Create feature in QuickBooks Online. This is the feature introduced in the newest version of QuickBooks. It is nothing more than a plus symbol denoted with a sign like (+) and can be found at the top of the navigation panel. The feature is provided by Intuit to help you create the most common transactions most effectively.
What you can do with the Quick Create Feature in QuickBooks Online
The moment you click on the Quickly Create symbol you will see the following options:
- Invoice,
- Estimate,
- Expense,
- Check
If you want to create any of the above then you know no need to follow any of the complex procedures. Simply click on the Quick Create option and select one of the options from above. If you are looking to do more like checking out the vendor expense option within your QuickBooks then, you can do that from the Show More tab.
The other things you can check out with the Quick Create Option are as follows
For anything related to Customers
- Credit memo,
- Sales receipts,
- Refund receipts,
- Delayed credit,
- Delayed charge,
For anything related to Vendors
- Expenses,
- Check,
- Bills,
- Pay bills,
- Vendor credit,
- Credit card credit,
- Print checks,
For anything related to Employees
- You can check out paychecks.
For anything else like
- Bank deposit,
- Transfer,
- Journal entry,
- Statement.
QuickBooks Create Icon (+ New) Missing
If the Create icon (+ New) doesn't show in your QuickBooks Online, try using the incognito/private browser.
Log into QuickBooks Online allows seamless access to financial data, facilitating efficient management of accounting tasks. Users navigate to the login page, enter credentials, and gain instant entry to their company's financial information. This streamlined process enhances productivity and enables swift decision-making for businesses of all sizes.
Keys for browsers to Open Incognito or Private:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Internet Explorer: press Ctrl + Shift + P
- Safari: press Command + Shift + N
Need any help, Thus you are suggested to connect with the QuickBooks Consultant team.
