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If you change these settings, you may see display issues. Over time, your accounting needs might change. If they do, change the Home page so that the tasks and workflows match your current business model. Let’s make some changes to the home page. So you could set your Desktop View Preference to display one of your Snapshots every time you open your company file.

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Business owners that want to learn how to customize the QuickBooks home page are typically concerned with adjusting the home page to suit their needs for QuickBooks. Alternatively, business owners may have their home page constructed based on how they answered questions during the EasyStep Interview. To change the QuickBooks home page, first click on the “Home” selection. This will take you to the home page. They must look at the list of features that is available on the bottom of the tab entitled “Company Preferences.” They can choose to enable or disable the feature.

Set the Home window to open full screen

Not sure what you’re suggesting. Yes we have the latest version of QB 2019. You said to click on list. You must click on View to change location.

You have some control over what page opens when you run the desktop version of QuickBooks. The opening screen has been cleaned up and streamlined to make your work experience more pleasant and productive. Small businesses Automate tasks and organize finances. This issue started after the last quickbooks update. We can reach out to our specialist to further investigate using their appropriate tools and provide you accurate information on why it’s still happening.

customize the quickbooks

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. The options for Mac do not look like the ones you posted above. Follow the steps from Microsoft to reset the default display settings forWindows 10 and Windows 8. Open QuickBooks and look for display issues. If everything looks good, you’re good to go.

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Step 1: Change display settings in QuickBooks

In the retained earnings section, select the One Window option. Select Desktop View from the list and then the My Preferences tab. In the folder, right-click the QuickBooks.exe file and select Properties. Ask questions, get answers, and join our large community of QuickBooks users. Go to theApple menu, then selectSystem Preferences.

Because QuickBooks syncs it all instantly on your phone, tablet and computer. Advanced accounting Scale smarter with profitability insights. Accounting with live bookkeeping Organize books with a live bookkeeper.

Customize your QuickBooks display

This way, you can click the buttons or menus seamlessly. In the folder, right-click theQuickBooks.exefile and selectProperties.

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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. You want to add the appropriate icons. You can add a QuickBooks Online shortcut or icon to your desktop in just a few steps.

First, change your default settings in QuickBooks. It’s recommended especially when you have a high-resolution monitor. I appreciate you for getting back, @freedml. I’m stepping into the thread to share some additional troubleshooting steps to set your homepage to full screen. Proceed to theMy Preferencesfolder and select theSave current desktop.

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These steps will help them change the tasks and workflows that populate to match the business owner’s current business model. Close and reopen QuickBooks and your company file. Check around for display issues. If you still see them, move on to Step 3.

desktop view

It is the only constant in my system. Something triggers the Icon bar to move from the top to the left side when a computer goes to sleep. I understand that there isn’t a repair option for QuickBooks Desktop for Mac, what you can do is to verify and rebuild your company data.

I change it when QB decides to throw it to the left. Just an annoyance especially since it worked before. Change something and break something else. Click the Company Preferences folder and select theSave current desktop. 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.

  • Select Desktop View from the list and then the My Preferences tab.
  • Once you know your way around, though, it’s easy, effective, and profitable!
  • To route you to the correct support expert, we need to know what type of question you have.
  • It’s recommended especially when you have a high-resolution monitor.
  • HOW you make a window larger should not impact whether the system saves the changed window size or not.

Give a brief description of your issue and clickContinue. Since you’ve already tried the troubleshooting above,I highly recommend giving them a call. They’ll be able to do a screen-sharing session and see what’s going on on your end when switching the QuickBooks display. You can also contact our Technical Support team if you’ve already tried the steps I provided above and you still have the same issue.


However, they can set up shortcuts to the icon bar to add quick access to these features. Enterprise 2019 upgrade has changed my screen settings. My icons keep moving to the left even though I keep marking they should be on the top and now I have lost the listing of open windows on the left. Quickbooks is arbitrarily changing my settings. System Requirementsfor a list of supported browsers) and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets.

Then, update the view preferences from the Edit menu. Then right-click theQuickBooksicon and selectOpen file location. Click the Edit menu in the upper-left most part of QuickBooks, then select Preferences. Get all the details about the QuickBooks Desktop training here, or check out how we can work together one-on-one. You’ll discover how to access the reports and numbers you need to make critical decisions every day — with just a few confident clicks.