QuickBooks Quick Tip: Changing Your QuickBooks Homepage.

QuickBooks Quick Tip: Changing Your QuickBooks Homepage.

The tasks and workflows shown on the Home page reflect how you use QuickBooks to run your business. The version of the Home page you see when you start QuickBooks is based on your company file preferences, or how you answered the questions about your business in the EasyStep Interview.

Over time, your business needs or practices might change. If they do, you can change the Home page so that the tasks and workflows that appear match your current business model.

To do this task

  1. Click Home to go to the Home page.
  2. Click the Edit menu and then click Preferences.
  3. Click Desktop View.
  4. On the Company Preferences tab, select or clear the checkboxes for the task icons you want to show or hide.Note: You can show or hide other icons on your Home page, but you must turn on or turn off the feature in QuickBooks to do so. At the bottom of the Company Preferences tab, there is a list of the QuickBooks features that you can enable or disable. Next to each feature name is an indicator of its current status (on or off). To turn a feature on or off, click the blue link and then make the appropriate changes.
  5. Click OK.

The Home page now shows your workflow changes.

The Home page has limited space for icons, so you can’t add icons for every task you want to do or every report you want to run. To set up quick access to additional features or reports, you can add icons (shortcuts) to the icon bar.


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