
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. 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.
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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. 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. Everyone uses QuickBooks just a little differently.
