After working exclusively with QuickBooks for five years, I continue to learn new tips and tricks – many of which I have learned from the very clients that I am training or consulting with. Here are a few of my favorite QuickBooks tricks. (These tricks are for QuickBooks versions Enterprise, Premier, and Pro.)
Change the Look of the New QuickBooks to Look Like the Old QuickBooks
Starting with Version 2013, QuickBooks came out with a new stealth look. The navigation bar is on the left rather than at the top of the screen. I don’t know about you, but I miss the old look. Fortunately, there is a way to change the look of QuickBooks.
Figure 1. Click View > Top Icon Bar. This splits the left navigation bar on the left-hand side and puts the icons on the home screen.
Figure 2. Click Edit > Preferences > Desktop View. Each user (if in a multiuser setup) will have the ability to switch to colored icons in the top icon bar and/or set the company file color scheme as shown below.
Show Lowest Subaccount
I have a client who has multiple levels of subaccounts on their chart of accounts. It’s very hard to find accounts from the dropdown chart of accounts list when there are so many subaccounts. I recently learned about this trick: show the lowest subaccount.
Figure 3. Login as Admin. Go to Edit > Preferences. Select Accounting. Select Company Preferences. Click on the box next to Show lowest subaccount only.
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