QuickBooks Online has two separate views, namely Business View and Accountant View. In which user can select the interface that is most compatible with their level of understanding. Typically, business owners prefer a straightforward and comprehensible design, whereas accountants require advanced tools and traditional accounting menus.
In this article, we understand the business view vs accountant view in QuickBooks Online and compare both of them. And check the view you are currently in, and how to switch the view easily. This guide provides you a significant information, so go through this article.
What is the Business View in QuickBooks Online?
It’s a view of QuickBooks Online, Business View Analyze interface, designed for users who help them avoid complex accounting. It’s a straightforward process that uses multiple terms and workflows to manage small businesses. That helps small business owners focus on daily tasks and invoicing, and categorizing transactions. It uses simple label language, such as money in, money out, and it analyzes the cash flow report and displays it on the dashboard in a more user-friendly way.
What is the Accountant View in Quickbooks Online?
In QuickBooks Online, the accounting view is a standard view that uses accounting terms and processes such as the Chart of Accounts, Journal entries, etc. It provides more advanced features and detailed reports for accessing. It’s designed for users who need to control their financial data. And it gives an accounting experience to the user.
Difference Between Business View vs Accountant View in QuickBooks Online?
Here, we differentiate the business view vs accountant view in QuickBooks Online and understand both views of QuickBooks Online.
Business View
- It’s made for small and medium-sized business owners.
- Business View shows easy, simplified menus like Get Paid & Pay, Bookkeeping, Sales, and Expenses.
- Uses simple language and a clean layout so non-accountants can understand.
- With the help of Business View, you can quickly create invoices, track expenses, view cash flow, etc.
- Its focus is on daily tasks.
Accountant View
- It is made for accountants and bookkeepers.
- Shows traditional accounting menus like Chart of Accounts, Reconcile, Journal Entries, Reports, and Accounting.
- Accounting view gives full control with advanced tools.
- It displays everything in classic accounting format (more detailed).
- Best for adjusting Journal entries, reconciliation reports, and technical accounting work.
How to Switch to Business View?
- First, you need to click on the settings gear icon that is present in the upper-right corner.
- Now, check the dropdown list. After that, find and click on the toggle section, and you can switch to the business view.
- And now the view will be changed in the business view, and it’s saved automatically.
How to Switch to Accountant View?
- Open the gear menu by clicking the icon on the top right corner of the QuickBooks Online window.
- Check the dropdown menu for the “Switch to Accounting View” choice.
- Press the button, and your view will be converted to the accounting view.
- Similarly, QuickBooks is going to keep this setting as a default for you, so if you aren’t interested in changing it back, you can simply continue working in the new layout.
How to check the View you are currently in?
- It is very simple to check what kind of mode you are using now by just looking at the menu layout:
- If there are menus like Get Paid & Pay, Bookkeeping, Transactions, it means that you are in Business View.
- If you happen to spot menus such as Chart of Accounts, Accounting, this is a signal that you are in Accountant View.
- Firstly, find out which view you have. You can click on the settings icon. After clicking, the toggle will show the view that you are using.
Conclusion
Business View vs Accountant View in QuickBooks Online are designed to make QuickBooks flexible for all types of users. If you want simple language and an easy workflow, choose Business View. If you need advanced tools and full financial control, go with Accountant View. This guide helps you to switch views anytime, depending on your comfort and needs, making QuickBooks Online easy and efficient for everyone.