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QBO Recent Improvements March 2016

Vendor List Split View

One of several improvements added by the Intuit QBO team is the vendor split view window. This feature creates a window for viewing vendors and their information much like the Vendor Center in desktop QuickBooks.


Above is the vendor list the way we have been used to seeing it. It appears the same now, but you will find the added capability when you select a particular vendor.

What changes is the little symbol in the upper left corner of the screen. Click on this symbol and you’ll see the new format.

Now, in the new view, we have our list of vendors down the left side of the window. To the right of that, information about the selected vendor is displayed. Note the circled areas.

The two tabs (not new but worth pointing out) in the view allow the QBO user to toggle between the list of recent vendor transactions, or detailed vendor contact information.

Remember that each time you access your vendor list from the menu, you will see the same arrangement you always have. Click on a vendor, then the split view becomes available. You can toggle between the new view and the old at will.


Change Home Currency

You can choose your home currency now in QBO. Navigate to Settings (the gear icon), then select Company Settings.

Choose the Advanced section on the left.


The list of available currencies is quite long. You can see from the screenshot the QBO user is selecting the South African Rand. Many more common currencies can be selected.

Note the new currency symbol now being displayed on the home page. You’ll find your numbers now using the new symbol on reports and screens throughout QBO.

It’s important to note that if multicurrency is turned on, you cannot change your home currency once it is selected. Part of the process of multicurrency is to choose one home currency. All other currencies added after that then relate to the home currency based on exchange rates.

Without the multicurrency feature on however, you can change the home currency using the above procedure.

Hector Garcia, CPA
Certified Advanced QuickBooks ProAdvisor
7791 NW 46th St. Suite 109
Doral, FL 33166

Hector Garcia

Hector Garcia

Hector Garcia is a CPA and QuickBooks Consultant.

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