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Wednesday, April 28, 2010

Today's Tip - Customize Quickbooks

There are several ways that you can tweek Quickbooks to suit you.

1.) Do you want the "Home" screen to automatically come up when you open Quickbooks? Many like to work from this screen, I have never really adapted to it. To turn it off open Preferences under the Edit menu and select "Desktop View" on the left. Un-check "Show Home page when opening a company file"

2.) Another function I like to use is the "Open Window List". First make sure you are set up for "Multiple Windows" (Check the radio button in the screen shot above). Then select "Open Window List" from the "View" menu. This sidebar allows you to quickly toggle between any screens you have open.

3.) You can also change the order and items that appear in your icon bar to better suit the way you use Quickbooks. Select "Customize Icon Bar..." under the View menu. Here you will be able to move around icons that you use frequently and delete the one you don't.

You may also want to add a new icon. After choosing "Add" on the above screen, you will be able to choose from a wide variety of content as well as icons that you can add to your "Icon Bar".