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- Setting General Preferences
- Setting Desktop View Preferences
- Sorting Lists
- Displaying Lists on Forms
- Adding Accounts
- Using Account Numbers
- Adding Customers
- Displaying Detailed Customer Information
- Adding Vendors
- Adding Items
- Adding Information "On-the-Fly"
- Moving Items on a List
- Creating Subitems
- Editing Information on a List
- Hiding Entries on Lists
- Deleting Entries on a List
- Merging Entries on a List
- Printing Lists
- Searching for Transactions
- Generating a QuickReport
- Setting Accounting Preferences
This chapter is from the book
This chapter is from the book
This chapter is from the book
This chapter is from the book
Setting Desktop View Preferences
If you use QuickBooks on someone else’s computer, you might see a program that looks different from your own. The reason is that there is a variety of ways in which you can customize the appearance of your QuickBooks program. You might prefer to see a separate QuickBooks window on your screen for each transaction that is in progress, whereas other users might want to fill the screen with a single window or choose a different color scheme. If you use QuickBooks on a network, each user can have separate desktop settings. For that reason, you will see that there are only My Preferences available among the desktop view choices, and no Company Preferences from which to choose.
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Select Edit, Preferences and then click the Desktop View option on the left side of the dialog box. -
Click the My Preferences tab. -
Choose whether you want to see one QuickBooks window at a time or multiple windows. Note that if you select One Window, you can still open multiple windows in QuickBooks; the windows just layer instead of appear separately.
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Select an option for the display of your desktop. If you choose the Save When Closing Company option, every time you open QuickBooks, the program will reinstate the way your screen looked the last time you closed the program. Select Save Current Desktop to select items you want QuickBooks to restore when you open the program. A new selection, Keep previously saved desktop will be automatically added. Select Don’t Save the Desktop and your desktop will return to the QuickBooks start-up desktop each time you reopen the program.
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Check the Show Home Page When Opening a Company File box if you want to display the new Home page each time you open QuickBooks. The Home page has replaced the old QuickBooks Navigators. Selecting the box to Show coach window and features, will add these features to the Home page. Selecting the box, Show live community, will place the new help bar on the right of your screen. -
Select from a variety of color schemes for your desktop display. -
The two buttons in the Windows Settings area open Windows program dialog boxes that give you format options that affect Windows on your computer, not just in QuickBooks. -
Click OK.
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