Text Updates
There are FYI(For Your Information) boxeswithin the chapters to remind you that QuickBooks Online updates automatically. Within QBO, click for help > type a question in the What do you need help with? field.Check theOLC’s Text Updates link regularly at > Text Updates. Updates are also included on the QuickBooks Blog at
User Interface Changes
Changes include the look of the Home Page (now called the Dashboard), Create Menu, and icon placement.
Dashboard Example
Create Menu
Icons are moved from the center of the page to the right side.
Create Transactions
Magnifying-class icon includes Search Transactions and Recent Transactions
Settings Menu
Help
NEW Chapter 1
To complete Chapter 1, go to > Sample Chapter. The Online Learning Center’s Sample Chapter link includes updates to Chapter 1, QuickBooks Online Test-drive.
In Chapter 1, the test drive sample company, Craig’s Design and Landscaping Services, includes the User Interface (UI) changes.Complete the Security Verification to sign in.
The company set up in Chapter 2, Cloud_Ware Student Name, also includes UI changes. Once Cloud_Ware Student Name is set up in Chapter 2, work continues in Chapters 3 thru 10. Work within the chapter is continued with the end-of-chapter exercises.
For updates and other information, check the QuickBooks Bloghere.
CHAPTER 2, page 42
The Access Card includes the License number for setting up your QuickBooks Online account. This changes step 1 on page 42.
- Type the License number on the Access Card’s scratch off. Type this Product number 068-097
Pages 44-46, numbers 5 thru 10
The fields used to set up a company on pages 44-46 have been rearranged. Follow the screen prompts to set up Cloud_Ware Student Name. There’s a TIP on page 43 that says “Your screens may look different. To set up your account, complete the appropriate information.”
a)After setting up the QuickBooks Online account with your License number and the Product number, this screen appears:
b)After clicking <Next>, read the information on the What can we take off your plate? page. Then click <All Set>. The Home page appears.
c)Use the gear icon to go to Account and Settings. Continue on page 47, Home Page. The magnifying-glass icon includes both searches and viewing recent transactions. (Page 48 change. The new UI does not include the clock icon).
The user interface changes include shortening the steps for setting up Cloud_Ware Student Name. You do not need to choose Your industry (step 6, page 44). An example chart of accounts is automatically created once you set up your company. Refer to step 7, page 53, to Enable account numbers and Use account numbers so that the Chart of Accounts can be edited. For example, click Gear > Account and Settings > Advanced. In the Chart of Accounts area, click on the pencil icon to enable and show account numbers.
Page 47, Navigation Bar
The Home Page is now called the Dashboard. The Dashboard shows Profit and Loss, how much was spent, and the income and sales summary. As you add transactions, the Dashboard changes.
The Navigation Bar includes these selections: Dashboard, Banking, Sales, Expenses, Employees, Reports, Taxes, Accounting, and Apps.
NewNavigation bar
replaces Customers. Sales selection includes All Sales, Invoices, Customers, Products and Services.
replaces Vendors. Selection includes Expenses and Vendors.
selection includes the Chart of Account and Reconcile.
Page 48
The clock icon is now included within Search (magnifying-glass icon). For example, the Search icon includes bothsearching transactions and recent transactions. When a click icon is included on transaction pages, you can use it to see a history of those transaction types.
The updated software includes this Settings Menu:
Settings Menu
EXERCISE 3-2, PAGE 91
- Profit & Loss, file name is Exercise 3-2_October Profit & Loss.
- Balance Sheet, file name is Exercise 3-2_October Balance Sheet.
CHAPTER 5, PAGE 151
Invoice 1007 for 150.00 is checked. The payment is $120.00. The November 16 credit memo of $30is automatically applied. (Click for Recent Transactions > scroll down to the 11/16/20XX credit memo > drill down. Credit Memo #1011 is shown on page 148 for 30.00.)
Page 154: OTHER DEDUCTIONS (ATM’S)should be 46.40not 46.90.
CHAPTER 12, pages 435-438
Do More with QuickBooks is replaced with More Apps.
More Apps
- From the Navigation bar, select.
- Select the Browse Category icon > select Accounts Payable. Periocially check Apps because new ones regularly added.
Page 438: Do More with QuickBooks is no longer availablefrom the Home page dashboard.
CASE PROBLEM 3:
Set up another QuickBooks Online Plus account. Use a valid email address. Do not use the same email and password that was used with Cloud_Ware Student Name. (Refer to textbook pages 480-482). QuickBooks Desktop 2014 and higher can be used.
If you are using QuickBooks Desktop 2015, before restoring the Your Name Accounting.qbw file follow the steps below. The .qbw file is located at > Student Edition > CP 3.
- Start QuickBooks Desktop 2015.
- To make sure you are using the latest release, select Help > Update QuickBooks > Update Now > Get Updates.
- If a screen prompts “There’s a new QuickBooks software update waiting for you,” click <OK>.
- Close the Update QuickBooks window > exit QuickBooks > restart your computer > start QB 2015.
- On the QuickBooks Update Service window, select <Install Now>.
- Go to textbook pages 482, QuickBooks Desktop. Complete Case Problem 3.
If QuickBooks Desktop software is not available, go to the Online Learning Center at > Student Edition > Your Name Accounting.
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