Hauppage Accounting and Tax Services

Use QuickBooks Online More Effectively in 2026: 5 Tips


Make 2026 a more productive year by expanding your use of QuickBooks Online.




QuickBooks Online may have been a bit overwhelming when you were first introduced to it -- depending on how early you started using it. You had to learn how the navigation system worked and what forms you needed for various tasks. You probably poured over the site’s settings to make sure the software was set up to meet your specific needs.




Fortunately, Intuit built the site for small business owners who don’t necessarily know much about accounting, so your learning curve isn’t as steep as it might have been. But have you continued to explore all that QuickBooks Online can do for you? We tend to learn what we need to know and then stop expanding our use of the site. And as you know, Intuit continues to add features and make changes to the user interface. 




So as one of your 2026 resolutions, we’d like to suggest that you take some time this month to poke around in QuickBooks Online and see whether you can save some time and improve your productivity. Here are five places to start.