Spring Cleaning: Personalize 和 Tidy Up 你的 QuickBooks 桌面

一个 of the reasons the QuickBooks line of desktop products has been so successful is because of its clean, simple appearance 和 efficient 导航工具. 但是还有改进的空间 个性化. 每个人使用QuickBooks的方式都略有不同. 你 can create a desktop that meets your specific needs, while 维护程序固有的可用性. 每一个桌面 version of QuickBooks (except for Simple Start) offers several tools to accommodate your preferences, so we'll show you some of the 最好的.

建立启动默认窗口

QuickBooks automatically 打开 to its default desktop (the 手机赌博软件 page), which displays a set of the most commonly used navigational icons, 按类型分隔. 您可以更改此行为，以便每次 you launch 这个项目, it 打开 to the screen(s) you want to see 第一个.

你会 have to tweak your Preferences to make this happen. 点击 编辑 |偏好. In 在左侧列表中，单击 桌面 视图. 你会看到一个像这样的窗口 Figure 1:

图1:

In the 桌面 视图 section of your Preferences window, you can choose to have one window or multiple 窗户 开放, 和 save a desktop configuration that will 开放 when you launch QuickBooks.

注意: If you want be able to have multiple 窗户 开放 simultaneously, be 确保选中了该选项.

在那里 are three options for preserving your desktop layout. 如果你点击 保存 关闭公司时， QuickBooks will 开放 with the 窗户 that were 开放 when you last closed the 公司文件. 如果您不希望任何窗口打开，请勾选 不 保存桌面. 和 if you have a set of favorite 窗户 that you want to 开放 each time you launch QuickBooks, set up that configuration 和 click 保存 当前的桌面. Of course, you can simply choose to have the 手机赌博软件 page display when you 负载QuickBooks.

在那里 are other desktop-related options in this same window that have to do QuickBooks的帮助功能. 你可能也想调整一下 如果你经常使用这些服务.

定制 你的图标栏

这 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 这个项目. The default icon bar may serve your purposes well, but 如果没有，您可以轻松地修改它. 点击 视图 |自定义图标栏 (or 直接在图标栏上单击右键). 窗口如图2所示 打开.

图2:

To add, edit, or delete icons, simply click on the appropriate buttons. A new window 打开 containing self-explanatory tools to help you make 您的更改. 你 can also add separators (vertical lines) that can 划分图标的相关分组.

跟踪 敞开的窗户

If you've chosen to have multiple 窗户 开放 simultaneously, you can easily keep track of what's 开放-和 navigate there 快速使用 开放 窗户 列表. 要到达那里，点击 视图 |打开窗口列表. QuickBooks 会打开侧栏吗 Figure 3. 这 列表 appears to the left of the main desktop or any 开放 窗户. 要关闭它，只需单击 看来, 然后 取消 开放 窗口列表.

图3:

你 can use the 开放 窗口列表 to keep track of which 窗户 are 开放. 点击其中一个就能到达那里.

自定义手机赌博软件

QuickBooks的 主页是该程序最好的功能之一. 它不仅 serves as a navigational tool-you can click on an icon labeled, 例如, 输入 账单, 和 QuickBooks will take you to that page-but it also illustrates 一些流程的工作流程.

你 have some control over what appears on the 手机赌博软件 Page. 为了使 更改,请点击 编辑 |偏好, 然后 桌面 视图 然后 公司 偏好选项卡 显示窗口 Figure 4.

图4:

In this window, you can turn on or off some of the icons that appear 在手机赌博软件.

在这里, 您可以选中或取消选中图标，如 销售 收据. 但 in order to show or hide icons, you'll have to make sure that the actual features enabling them are active or inactive.

你的 current preferences are displayed at the bottom of the window. 你 can easily alter them by clicking on one of the hyperlinks. 因此,如果 销售 税 is off, 例如, click on it, 和 a window 打开 that lets you 设置销售税项目.

找到最爱

有 yet another way to isolate the functions you use most often: the 最喜欢的 列表. 点击 最喜欢的 |自定义收藏夹 to 访问选项列表(如 图表 的账户 和 价格 水平列表). 选中一个，然后单击 添加. 当 你完成了你的列表，点击 OK. 点击 the 最喜欢的 menu anytime you want to access these.

QuickBooks desktop is a powerful navigational tool, 和 provides simple maps to 程序的所有功能. 这种多功能性 customizability contribute to 这个项目's overall ease of 使用它，并使它成为一种使用的乐趣.

设置 up Preferences correctly in QuickBooks-for elements like 项目 & 库存 和 支付将 让程序按你需要的方式工作. 如果你有的话 关于如何做到这一点，请致电我们.

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