How to Customize Quickbooks Home Screen?

How to Customize Quickbooks Home Screen?

Everybody utilizes QuickBooks only a little in an unexpected way. You can make a desktop that meets your particular needs, while keeping up the program’s absolute ease of use. Each desktop variant of QuickBooks (aside from Simple Start) offers a few equipments to bind your inclinations, so we’ll demonstrate to you a portion of the best.

When you set up QuickBooks, it requests that whether you need to utilize certain highlights. In case you answer yes, QuickBooks turns the component on and puts the fitting symbols on the Home page.

That implies those highlights are presently part of your work process:

1. Customizing Home Page:

  • To start with, sign in to your record as the default Admin or External Accountant client. Enter the suitable secret key.
  • From the menu bar, select Edit, Preferences to open the Preferences discourse box, which shows the inclinations accessible in your record.
  • Select the Desktop View inclination in the left section.
  • At the highest point of the Preferences exchange box, select the Company Preferences tab. The accompanying choices are given:
  • Clients—Choose to include or expel the accompanying Home page symbols:
  • Reports & Invoices—Can be expelled just if Estimates, Sales Orders, and Sales Tax following is disabled. Either Sales Receipts or Statement and Statement Charges must be empowered to expel Invoices from the Home page.
  • Deals Receipts—Remove the checkmark, it is likely that you don’t need Sales Receipts included on the Home page.
  • Explanations and Statement Charges—Remove the checkmark in case that you don’t need these included on the Home page.
  • Merchants—Option to evacuate both, Enter Bills and Pay Bills symbols. In case that this choice is turned greyed out, it is on account of another inclination which is empowered that relies upon utilizing seller bills. For instance, if Inventory is empowered, you can’t expel the merchant symbols of Enter and Pay Bills.
  • Related Preferences—Click the comparing connects to empower or incapacitate Includes all around for all clients.
  • Snap OK to close the Preferences exchange box.

2. Customizing the Toolbar:

  • Change the symbols on the toolbar. Drag any symbol you need to add to the toolbar. Drag a symbol off the toolbar to evacuate it. You can likewise drag symbols around on the toolbar to modify them, even include separators or spaces.
  • Show either content, symbols, or both. On the Show drop-down menu at the base of the sheet, select how you need to show content and symbols.
  • Change the symbol estimate. Show smaller symbols in the toolbar by choosing the ‘Use Small Size checkbox’.
  • Different things you can do with the toolbar:
  • Resize the toolbar. Drag the lower right corner of the toolbar to one side to stretch it, or to one side to abbreviate it.
  • Move the toolbar. Drag the toolbar’s title bar to another position.
  • Conceal the toolbar. Pick Company > Hide Company Toolbar, or tap the toolbar’s nearby catch. To redisplay the concealed toolbar, pick Company > Show Company Toolbar.
QuickBooks Technical Support

QuickBooks is a vast programmed software which is open to many customizations and modifications which further helps its users to build software of their own choice. In case you’re unaware of the modifications in QuickBooks you can contact our technical support staff at or Chat with our Quickbooks Chat experts and they would assist you in the best of their knowledge. We are open 24*7 to handle all your concerns in time.

Leave a Comment



Toll Free: 800-961-4963 user