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You can easily alter them by clicking on one of the hyperlinks. Your current preferences are displayed at the bottom of the window. But in order to show or hide icons, you’ll have to make sure that the actual features enabling them are active or inactive. Here, you can check or uncheck icons like Sales Receipts. To make changes, click Edit | Preferences, then Desktop View and then Company Preferences tab to display the window in Figure 4.įigure 4: In this window, you can turn on or off some of the icons that appear on the Home page. You have some control over what appears on the Home Page. It not only serves as a navigational tool-you can click on an icon labeled, for example, Enter Bills, and QuickBooks will take you to that page-but it also illustrates the workflow of some processes. QuickBooks’ Home page is one of the program’s best feature.
#HOW TO KEEP INVENTORY IN QUICKBOOKS ACCOUNTANT DESKTOP WINDOWS#
To close it, simply click View, then uncheck Open Window List.įigure 3: You can use the Open Window List to keep track of which windows are open. This list appears to the left of the main desktop or any open windows. QuickBooks will open the sidebar shown in Figure 3. To get there, click View | Open Window List. If you’ve chosen to have multiple windows open simultaneously, you can easily keep track of what’s open-and navigate there quickly-by using the Open Windows list. You can also add separators (vertical lines) that can divide related groupings of icons. A new window opens containing self-explanatory tools to help you make your changes. To add, edit, or delete icons, simply click on the appropriate buttons.
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The window shown in Figure 2 opens.įigure 2: The Customize Icon Bar window contains all the tools you need to modify the navigational icons displayed in the QuickBooks icon bar. Click View | Customize Icon Bar (or right-click directly on the icon bar). The default icon bar may serve your purposes well, but if not, you can easily modify it. QuickBooks comes with an icon bar pre-installed, a horizontal strip at the top of the screen whose icons take you to specific parts of the program. This is probably the simplest thing you can do to improve navigation. You may also want to adjust these if you commonly use those services. There are other desktop-related options in this same window that have to do with QuickBooks’ help features. Of course, you can simply choose to have the Home page display when you load QuickBooks. And if you have a set of favorite windows that you want to open each time you launch QuickBooks, set up that configuration and click Save current desktop. If you don’t want any windows to open, check Don’t save the desktop. If you click Save when closing company, QuickBooks will open with the windows that were open when you last closed the company file. There are three options for preserving your desktop layout. Note: If you want be able to have multiple windows open simultaneously, be sure that option is checked.
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You’ll see a window that looks like Figure 1:įigure 1: In the Desktop View section of your Preferences window, you can choose to have one window or multiple windows open, and save a desktop configuration that will open when you launch QuickBooks. In the list on the left, click Desktop View. You’ll have to tweak your Preferences to make this happen. You can change this behavior so that every time you launch the program, it opens to the screen(s) you want to see first. QuickBooks automatically opens to its default desktop (the Home page), which displays a set of the most commonly used navigational icons, separated by type. Every desktop version of QuickBooks (except for Simple Start) offers several tools to accommodate your preferences, so we’ll show you some of the best. You can create a desktop that meets your specific needs, while maintaining the program’s inherent usability.
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Everyone uses QuickBooks just a little differently.