About this lesson
In this lesson, we'll cover what is on the left navigation bar and lightly touch on the commonly used sub menus.
Download this lesson’s related exercise files.1.05 left-navigation-bar - Exercise.docx
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Left navigation bar
This is where you'll find a blend of action item and list items.
When to use
This menu can be used for a variety of actions but is most useful for list items such as the customer (or vendor) name and transaction list.
We are covering the basics and as such, I'll be skipping some of the menu options. I want to show you the commonly used options:
- All sales
- Products and Services
Hints & tips
- If you're going to create a sales receipt, an invoice, or write a check, it's faster to use the Quick Create (plus sign) in the upper left hand corner
- If you want to see the history of a specific customer, click on Sales --> Customers
- If you want to see the history of a specific vendor, click on Expenses --> Vendors
- If you find yourself looking up data you find within one of these menus on a regular basis, bookmark it within your internet browser
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