- 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 in the List Window
- Types of Items
- Using Items on Forms
- Adding Information On-the-Fly
- Moving Items on a List
- Creating Subitems
- Editing Information on a List
- Using Notes to Enter Customer and Job Information
- Hiding Entries on Lists
- Using the Activities Menu on Your 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
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 are 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.
Select Edit, Preferences and then click the Desktop View option on the left side of the dialog box.
On 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; they just layer instead of appear separately.
Select an option for the display of your desktop. If you choose the Save When Closing 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 and
you can set up a standard desktop scenario to appear every time you open the program. Select Don't Save The Desktop and your
desktop will return to the QuickBooks start-up desktop each time you reopen the program.
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.
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.
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Did You Know?
You can change your screen resolution. If you can't see all your QuickBooks windows in your screen, your screen resolution might need to be adjusted. Click the Display button in the Desktop View preferences, and then click the Settings tab. Experiment with changing the setting on the Screen Area so that you find a resolution appropriate to your QuickBooks program. The higher the numbers you select, the smaller your screen items will appear, and more items will fit on your screen.
