Customize your QuickBooks display

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Once you have recorded whatever you owe your suppliers in QuickBooks Desktop, you may settle your payables in the Pay Bills window. You can add a discount or credit you obtained from a provider to your bill payment to minimize the total amount you owe. After that select the income account you wish to use to track customer’s discounts from the Account drop-down🔽 menu. Check the sales tax rules for the location where you sell or send your products and services to stay in compliance with the law. QuickBooks Desktop keeps you track of the individuals and businesses with which you conduct business. Customers, suppliers, and employees each have their own separate centers that are related to them.

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First of all, Click the Import available on the Home Screen. For selecting the file, click on ”select your file,” Alternatively, you can also click ”Browse file” to browse and choose the desired file. You can also click on the ”View sample file” to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields.

How to Upgrade a New Version of QuickBooks Desktop Automatically:

Follow the steps mentioned by my colleague, @JessT. Currently, we don’t have an open investigation about the changing position of the icons, but we’re very much willing to check this further. Yes, there are some Bugs in the program from recent updates. Please see my attachment; I even get Both Icon Bars, sometimes, which should be impossible. Let me know if you have additional questions. Advanced accounting Scale smarter with profitability insights.

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We offer our toolkit of financial intelligence that will be your greatest asset for business growth. Remember, if your accounting needs change, customize the Home page to match your current workflow. Click the Home icon to open the Home page and review the changes you’ve made. Getting Started no longer appears on your Home Page. The icons for statements no longer appear, and the icons for inventory and purchase orders appear in the Vendors section. QuickBooks again warns that it must close all windows to change the preference.

How to Customize the QuickBooks Home Page

People generally consider this their Home Page. This issue started after the last quickbooks update. I have had QB enterprise since it came out. Very often, seems like if desktop goes to sleep, the top Icon bar moves to left by itself. Each new version I expect it to be gone.

Then, for any given day, you enter the balance of your real-life bank account. The opening balance is the account’s beginning point. It contains a summary of all previous transactions in your account up to the opening balance date.

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QuickBooks Pro and Premier offer more flexibility in terms of where the program opens than does QuickBooks Online. They also provide “Snapshots” of different sections of the programs. But QuickBooks Online provides more of a true dashboard. You may have run across the term “dashboard” as you work with your computer applications. The word just refers to kind of a home base, a screen or page you can turn to when you want an overview of whatever information you’re creating and tracking.

You can add a QuickBooks Online shortcut or icon to your desktop in just a few steps. These steps work for all browsers, whether you use a Windows PC or Mac. Can you also post a fix for a similar problem in QB 2019 for Mac? There is no way I’ve discovered to put them back in the usual order of either by date or check number.

Select Desktop View from the list and then the My Preferences tab. In the folder, right-click the QuickBooks.exe file and select Properties. If you have a newer high-resolution monitor, you may need to change your default settings in QuickBooks. Here are the settings we recommend to get the best results for QuickBooks Desktop. If you don’t want the text to show up in the color you chose, select the color ▼ dropdown.

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I understand that there isn’t a repair for QuickBooks Desktop for Mac, what you can do is to verify and rebuild your company data. Yes we have the latest version of QB 2019. You must click on View to change location. I change it when QB decides to throw it to the left. Just an annoyance especially since it worked before.

down🔽 menu

You can also add transaction icons or windows to the toolbar so you can easily open them up. If you use specific features every time you use QuickBooks, you can customize them so the default display shows what’s most important to you. Importing templates imported in one regional version of QuickBooks cannot be imported into another. It makes it easy to generate the reports you will need to fill out tax forms when you have a sales tax liability.

You can add suppliers and transactions, as well as pay bills and examine invoices. And if you have an Excel file that contains your supplier information, you can easily import it. You can connect your bank and credit card accounts to online banking using Bank Feeds in QuickBooks Desktop. Alternatively, business owners may have their home page constructed based on how they answered questions during the EasyStep Interview.


Now choose a location to keep your Backup Company File. Once done select Browse from the Local Backup Only option. Now from the Table, Check the checkboxes of the Bills you want to pay.

How to Set up Bank Feeds

HOW you make a window larger should not impact whether the system saves the changed window size or not. Thanks for clarifying your concern and attaching a screenshot. I’ll give a couple of solutions and visual guides to fix the home page screen in QuickBooks Desktop. This way, you can click the buttons or menus seamlessly. Sign up here to get the latest news, updates and special offers. XLS, XLXS, etc., are supported file formats by Dancing Numbers.

QuickBooks opens the Items & Inventory preferences. Select the checkbox next to Inventory and purchase orders are active to activate the features. Click to clear checkbox next to Statements and Statement Charges. Note that the feature is still enabled in QuickBooks, but the icons won’t appear on the Home page. Next, you now use purchase orders and inventory, but there are no icons for these in the Vendors section of the Home page.

how single touch payroll will impact your australian business, if you have further bills to pay, click Pay More Bills, otherwise click on the done option. Then select Pay Selected Bills from the drop-down🔽 menu. Finally, in the check number field, insert the form of payment or leave it blank. After you have selected the discount option, Add the date on which you paid the bill.

It’s the size of a post-it note and not usable until I click its ’full screen’ icon. Then, update the view preferences from the Edit menu. Select theDisable display scaling on high DPI settingscheckbox. You can also selectChange high DPI settingsand thenOverride high DPI scaling behavior. Then right-click theQuickBooksicon and selectOpen file location. I appreciate you for getting back, @freedml.


If you disable a feature, it will not appear on the Home page or on a menu. Everything you need—checks, receipts, online banking access—is there when you need it. Because QuickBooks syncs it all instantly on your phone, tablet and computer. QuickBooks works best with the default Windows DPI settings. If you change these settings, you may see display issues. Business owners may also become concerned with how to customize the QuickBooks home page when the needs or practices of their business change over time.

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