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QuickBooks Pro Tips - Customize Icons & View
Customize Your View QuickBooks
In the Desktop View section of your Preferences window, you can choose to have one window or multiple windows open, and save a desktop configuration that will open when you launch QuickBooks.
Note: If you want be able to have multiple windows open simultaneously, be sure that option is checked.
There are three options for preserving your desktop layout. If you click Save when closing company, QuickBooks will open with the windows that were open when you last closed the company file. If you don't want any windows to open, check Don't save the desktop. And if you have a set of favorite windows that you want to open each time you launch QuickBooks, set up that configuration and click Save current desktop. Of course, you can simply choose to have the Home page display when you load QuickBooks.
There are other desktop-related options in this same window that have to do with QuickBooks' help features. You may also want to adjust these if you commonly use those services.
Customize Your Icon Bar
This is probably the simplest thing you can do to improve navigation. QuickBooks comes with an icon bar pre-installed, a horizontal strip at the top of the screen whose icons take you to specific parts of the program. The default icon bar may serve your purposes well, but if not, you can easily modify it. Click View | Customize Icon Bar (or right-click directly on the icon bar).
The Customize Icon Bar window contains all the tools you need to modify the navigational icons displayed in the QuickBooks icon bar.
To add, edit, or delete icons, simply click on the appropriate buttons. A new window opens containing self-explanatory tools to help you make your changes. You can also add separators (vertical lines) that can divide related groupings of icons.
Accounting Staff | 09/13/2018