How to Customize QuickBooks?

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How to Customize QuickBooks?
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QuickBooks
QuickBooks comes with various benefits which
allow the user to carry on his accounting operatio
ns in the easiest way possible. Although there
are many accounting software available in the
market but with user-friendly tools, affordable
price and effective reporting system, QuickBooks
always stands out of the crowd.
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Icon Bar

• You can easily improve the navigation in QB and
  the easiest way to do it is through customization
  of Icon Bar.

• For customizing the Icon Bar, you have to click
  on View and then select Customize Icon Bar.
  As you will select customize the Icon Bar option,
  you will see a new window which will consist of
  all the tools required for modifying the icon bar.

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Chart of Accounts

• You can also customize the chart of accounts in
  QB but you will need a bit of accounting
  knowledge for customizing this function.

• For customizing the chart of accounts, choose
  Category Type from the drop-down menu of Accounts
  Details.

• It is now important to choose correctly here
  because what you will choose here determines
  which financial statement this account will show
  up. Now choose a Detail type that best fits the
  account.

• Then finally enter a Name for the account and
  also a brief description.After finishing
  everything, click on Save to exit the Account
  detail menu.

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Different Windows
For customizing the QB desktop for tracking
multiple windows, you need to Open Windows List
after which sidebars will pop-up. Now on the left
side of the screen, a new list will open which
will contain different windows and then you can
easily navigate through different windows.
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Homepage

• The homepage of QuickBooks contains all the
  features which you use and it is very much
  important for your homepage to layout a logical
  business flow.

• If you dont see any icon or business function
  that will not come in your use then you can
  customize the homepage also,whether it is the
  desktop version or QuickBooks hosting version.

• For customizing it, click on Edit, choose
  Preference and then select Desktop View.
• Now from the Desktop View, choose Company
  Preference tab and then finally makes changes
  from this.

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