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Quickbooks desktop home page.The Home Page in QuickBooks Online and Desktop Versions
Quickbooks desktop home page
January 22, Written By. Rachel Barnett. To create a brand new company file click on Create a new company. Next is the regular Windows menu with everything from File to Help. Vendors Customers Employees Company your business Banking There are lines and arrows on this screen between many of the icons. Need some one on one QuickBooks assistance? Share Now. The opening screen has been cleaned up and streamlined to make your work experience more pleasant and productive.
Familiar, but better: QuickBooks took a giant leap in terms of usability. Open the Edit menu and select Preferences and then Desktop View.
Click on the tab for My Preferences. This is where QuickBooks lets you specify what screen should open when you launch the program. Here are your options:. You have some control over what page opens when you run the desktop version of QuickBooks.
Click on the Company menu, then select Company Snapshot. These three screens are as close to true dashboards as QuickBooks comes. Each gives you an overview of the most critical activity and information in those areas. There are several more, and you can choose which ones to show.
Standard rates apply for ACH, swiped, invoiced, and keyed card transactions. Deposits are sent to the bank account linked to your QuickBooks Debit Card or another eligible debit card in up to 30 minutes.
Deposit times may vary for third party delays. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions. Envelopes: You can create up to 10 Envelopes.
Money in Envelopes must be moved to the available balance in your primary deposit account before it can be used. Envelopes earn interest as well.
Each Envelope will automatically earn interest once created, which will be separately tracked from the primary account and any other Envelope. The interest will be applied to deposit balances in each individual Envelope at the end of your Billing Cycle. Cash flow planner: Cash flow planning is provided as a courtesy for informational purposes only. QuickBooks Online and QuickBooks Self-Employed system requirements: QuickBooks Online requires a persistent internet connection a high-speed connection is recommended and computer with a supported Internet browser or a mobile phone with a supported operating system see System Requirements and an Internet connection.
Network fees may apply. Simple Start, Essentials and Plus allow up to accounts. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations.
QuickBooks Online Advanced automatic data backup and recovery: QuickBooks Online uses technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and information.
QuickBooks app integration: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees. For more information see apps. QuickBooks Enterprise list capacity: QuickBooks Enterprise allows you to add up to 1 million names e. Some performance degradation is likely as your lists approach these size thresholds.
Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits. Green Dot is a registered trademark of Green Dot Corporation.
All rights reserved. Using QuickBooks Desktop now? Make the move to Online. Learn more. Or call to receive a limited time offer to move your accounting to the cloud with QuickBooks Online.
Payroll is fully integrated in QuickBooks so you can quickly pay employees with checks, direct deposit, or both. Plus, you can easily prepare, file, and send W-2s and s. QuickBooks Desktop is accounting software that you can install on your office desktop computer. QuickBooks Desktop Enterprise is built for mid-sized companies, including manufacturers and other businesses with large inventory needs.
You can also customize Enterprise with cloud access, so your team can work with the same data at the same time from wherever they are.
QuickBooks Online is our cloud-based subscription service, built for businesses that need flexibility with the freedom to work from any device—anytime, anywhere, with up to 25 users. If you prefer doing it yourself, we have expert-led webinars, easy-to-use data migration guides, and phone and chat support available at no additional cost. We'll check your setup, show you around QuickBooks Online, and help get you rolling. Learn more about migrating your data.
Premier Plus tracks up to 14, items, while Enterprise tracks up to 1 million customers, vendors, and items.
QuickBooks Desktop Enterprise includes two completely integrated payroll options, depending which version of the product you choose. There's no separate software to buy, no new user interface to learn—it's all right in QuickBooks.
Enhanced Payroll lets you pay employees directly from QuickBooks. It simplifies payroll tax filing and payments, and lets you easily prepare, file, and send W-2s and s.
QuickBooks Online also includes integrated options for payroll. Easily pay your team and have your payroll taxes done for you, accuracy guaranteed, with QuickBooks Online Payroll. Terms and conditions, features, support, pricing, and service options subject to change without notice. Sign in. How It Works. Talk to Sales: 1. Sales hours. Need help signing in? QuickBooks Online. QuickBooks Self-Employed. QuickBooks ProAdvisor Program. QuickBooks Online Accountant.
QuickBooks Desktop Account. QuickBooks Online Payroll. QuickBooks automatically opens to its default desktop the Home page , which displays a set of the most commonly used navigational icons, separated by type.
You can change this behavior so that every time you launch the program, it opens to the screen s you want to see first. Click Edit Preferences. In the list on the left, click Desktop View. Figure 1: 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.
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.
Personalize Your QuickBooks Desktop | Blog | Baker Sullivan Hoover
Terms and conditions, features, support, pricing, and service options subject to change without notice. Sign in. How It Works. Talk to Sales: 1. Sales hours. Need help signing in? QuickBooks Online. QuickBooks Self-Employed.
QuickBooks ProAdvisor Program. QuickBooks Online Accountant. QuickBooks Desktop Account. QuickBooks Online Payroll. QuickBooks Payments. QuickBooks Commerce. Other Intuit Services. Choose the QuickBooks Desktop or Online product for your needs. Work on desktop For inventory-based businesses that need to scale as they grow. QuickBooks Desktop Premier Plus. Basic bookkeeping,. Up to 5 users. Tax deductions. Receipt capture.
Bill management. Time tracking. Inventory management. QuickBooks Desktop Enterprise. Most customizable,. Buy now. Up to 40 users. Powerful reports. Advanced inventory management. Project profitability. Cloud access option. Customized access. Run payroll. Workflow automation. Dedicated account team. On-demand online training. Data restoration. Exclusive premium apps. E-commerce integration option. Salesforce CRM connector option.
Work on any device For businesses looking to use flexible, comprehensive tools on the go, anytime, anywhere. QuickBooks Online Plus. Bookkeeping and more. Comprehensive reports. Cash flow. Mileage tracking. QuickBooks Online Advanced. Most flexible. Up to 25 users. Business analytics with Excel. Employee expenses. Online Advanced desktop app. More QuickBooks Desktop products and services. Instead, what you see when you type in the URL for QuickBooks Online is actually closer to a true dashboard than what QuickBooks for the desktop offers.
What you see, of course, depends on your user permissions. Do you need QuickBooks training to work with these elements of QuickBooks? You may want some help with that. QuickBooks Online Banking. QuickBooks Online for Construction. QuickBooks Desktop Basics. QuickBooks Desktop Advanced. Our YouTube Channel. Email Us 1. What do you see when you first run QuickBooks? Take our product for a spin, no strings attached. See how we compare with other financial solutions.
Sales hours. Need help signing in? Sign in. QuickBooks Online. QuickBooks Self-Employed. QuickBooks ProAdvisor Program. QuickBooks Online Accountant. QuickBooks Desktop Account. QuickBooks Online Payroll. QuickBooks Payments. QuickBooks Time. QuickBooks Commerce. Figure 1: 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. 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.
You may also want to adjust these if you commonly use those services. 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.
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