A quick tour of your workspace

The menu

Team members only see the sections they have access to.

• Workspace: Home, Customers, Vendors, and Products & services.
• Money: Invoices, Money in & out, Accounting and Reports.
• Work: Calendar, Tasks, Jobs, Time & mileage and Documents.
• Settings & support: Import data, Team, Plan & billing and Business settings.

Search and create from anywhere

• Choose Search customers, invoices, jobs… at the top, or press Ctrl K (⌘K on a Mac), to find a customer, invoice, quote, job or page.
• Choose New to create an invoice, quote, customer, product or service, appointment, task, job, time entry, expense, vendor or document, or to scan a receipt or bill.

Home

Home shows Today (things that need you, like a reminder to send), a money snapshot, quick actions, upcoming appointments and open tasks. Choose Edit dashboard to pick which cards Home shows, their order, and your quick action buttons.

Make the menu your own

1. 1

   At the bottom of the menu, choose Customize menu.

2. 2

   On the Menu tab, drag sections or use the arrows to reorder them. Hide what you don’t use; hidden sections still open from links and buttons.

3. 3

   On the Preferences tab, choose your Start page, rows per list page, date format, spacing and the day calendar weeks start on.

4. 4

   Choose Save changes. These choices are just for you; everyone else keeps their own layout.