QuickBooks Centers

What are the main parts of each Center?

Each Center has two tabs that contain list information and transaction information. In
addition, the Employee Center has a payroll tab that contains payroll information for
employees.

 The first tab contains the list of your Customers and jobs , Vendors, Inventories
or Employees. Use this tab to view and edit information for a single customer, vendor,
inventory or employee.
 The Transactions tab lists the relevant transaction types for that Center. Use this tab to
view transactions for all Customers and jobs, Vendors, Inventories or Employees.
 You can also run some common reports from within each Center.

Main Centers

1. What can I do in the Customer Center?

The Customer Center gives you access to all of your customers and jobs, contact and billing
information for each customer, and customer transactions.

2. What can I do in the Vendor Center?

The Vendor Center gives you quick access to all of your vendors, their contact and billing
information, and vendor transactions.

3. What can I do in the Employee Center?

The Employee Center gathers information for each of your employees, including contact
information, Social Security number, and payroll transactions.
4. The Employee Center also contains a separate Payroll Center where you can manage your
payroll and tax information.
Other Centers

5. What is the Accountant Center?

The Accountant Center is only available in QuickBooks Online for Accountants
(qboa.intuit.com) and hidden for all QBO user types (including the Accountant type). The Center
has a similar experience as the QBO home page and includes the following components:

 Tools - shortcuts to features commonly used by accountants.

 Reconciliation - reconciliation account history
 Accountant updates - a set of helpful articles
  Reports - shortcuts to commonly used reports, such as:
o Balance Sheet
o Profit & Loss
o Adjusting Journal Entries
o Adjusted Trial Balance
o Reconciliation Reports
o Memorized Reports

6. Lead Centers
The Lead Center provides much of the same information you would record for a QuickBooks
Customer, but it is an entirely separate ‘table’ in the database that doesn’t impact customer
table access in terms of performance.
One of the features about the Lead Center is the ability to track details of working with a lead,
you can assign both ‘To Do’s’ and ‘Notes’. The one thing disadvantage of lead center is the
inability to prepare an ‘estimate’ for a lead, you have to convert the lead to a customer first,
then if they don’t accept your estimate you now have that lead as a customer and there is no
way to remove them from the Customer list and put them back into the Lead Center (at least
not without a bunch of ‘manual’ functions that are best ignored by this article.

7. Inventory Center
The Inventory Center (which is available only in QuickBooks Premier and Enterprise) provides
information about items you keep in stock. Similar to the Customer Center and Vendor Center,
it’s a quick way to answer questions like “How many items do I have on hand to sell?” and “What
purchase orders and sales orders are open?” To open the Inventory Center, choose
Vendors→Inventory Activities→Inventory Center.

8. Quick Start Center

In this center, you can click icons and links to open the corresponding features for commonly
used tasks. For example, click Create Invoices to open the Create Invoices window.
9. Report Center
The Report Center is a handy way to find the reports you want. To open the Report Center,
choose Reports→Report Center or, in the icon bar, click Reports. The window that appears
includes a clickable list of the same categories and reports as in the Reports menu. But unlike the
menu, the Report Center gives you all sorts of hints for finding the right report. It also offers
several shortcuts for getting to the right report fast, as you can. On the left side of the Report
Center, you’ll initially see built-in report categories. (The categories you see change depending
on whether you select the Memorized, Favorites, Recent, or Contributed tab at the top of the
window) To see the reports in a category, click the category’s name, like Company & Financial,
Sales, or Banking.
The Report Center gives you three ways to view the reports in a category:

 Grid View
 List View
 Carousel View
10. Payroll Center

In QuickBooks, the Payroll Center reminds you when payroll and payroll taxes are due, and
shows the status of direct deposit payments, electronic tax payments, and tax forms that you
submitted through QuickBooks. It also archives your tax forms on your desktop as PDFs and
displays a table of your most recently archived forms.