770-569-9567
gregg@johnscreekpb.com
  • Home
  • Services
    • Bookkeeping
    • Payroll
    • Consulting for QuickBooks®
    • Training for QuickBooks®
    • Cloud Accounting
  • Products
    • QuickBooks Online
    • QuickBooks Online Advanced
  • Industries
    • Services
    • Medical and Health Care
    • Real Estate
    • Restaurant
    • Wholesalers and Distributors
    • eCommerce
  • Testimonials
  • Resources
  • Blog
  • About us
  • Contact
  • Home
  • Services
    • Bookkeeping
    • Payroll
    • Consulting for QuickBooks®
    • Training for QuickBooks®
    • Cloud Accounting
  • Products
    • QuickBooks Online
    • QuickBooks Online Advanced
  • Industries
    • Services
    • Medical and Health Care
    • Real Estate
    • Restaurant
    • Wholesalers and Distributors
    • eCommerce
  • Testimonials
  • Resources
  • Blog
  • About us
  • Contact

Does This Icon Make Me Look Fat?

March 1, 2013 In Accounting, Bookkeeping Tips, QuickBooks Help, QuickBooks Software, QuickBooks Training

Spring is a good time to clean up and slim down QuickBooks and its data. 
Depending on your location, you’re probably starting to see early signs of spring. The nicer weather and signs of new life seem to make people want to spruce up their surroundings.

Now would be a good time, too, to clean up your accounting environment. Some of your screens may be unnecessarily cluttered. And your QuickBooks company file probably needs attention, too.
So here are some suggestions for streamlining QuickBooks. You’ll have a tidier workspace, and you’ll save time and frustration.
 
Make a Clean Start 
Intuit did a great job of giving QuickBooks’ home page a fresher, more “open” look in its 2013 versions. But does everything really need to be there? Could you simplify it a bit? There are several things you can do, including:

  • Minimize icons. That pretty graphical process map on the home page is great for quick access to frequently-used actions. Some of them must remain there if they’re related to activities you do (i.e., Invoices has to stay if you use Estimates), but you can remove some of the ones you don’t use. Go to Preferences | Desktop View | Company Preferences.

Some of the options have been grayed out because they support other processes. To remove an active feature icon like Inventory, click on it. In the window that opens, uncheck the box next to Inventory and purchase orders are active (you can also modify options here).

To reduce the number of feature icons even more, go to the Finance Charge, Jobs & Estimates, Payroll & Employees, Sales & Customers, Sales Tax and Time & Expenses. QuickBooks removes the related icons and reroutes the process map on the home page.
More Time-Saving Tweaks

  • Don’t allow multiple windows to open in your work area. Tired of seeing all of those overlapping open windows on your desktop? Open the View menu and select One Window. All of your open windows remain active in the background. To return to one of them, open the Window menu and select the one you want to move to the front (Window | Close All returns you to a blank work area).
  • Trim down your icon bar. Seems like a minimal change, but it’s one of those things that can add unnecessary moments of frustration throughout the day (“Where’s the Calendar!”). Click View | Customize Icon Bar.
  • Customize columns in Lists. You probably work in QuickBooks’ Lists often, but are you spending too much time tracking down the right information? Customize their columns so your registers contain only what you usually need (and add additional ones if it’s helpful). Open a list, right-click anywhere within it and select Customize Columns to modify the display (resize column widths by placing your cursor on the vertical set of dots between labels and dragging).
  • Hide inactive items. Highlight an item, right-click and select Make Item Inactive. Open the Item menu in the lower left and click Hide Inactive Items (this action won’t delete them).

Internal Cleaning
These may all seem like cosmetic changes, but you will save time and frustration over the long run.
The most critical spring cleaning task is company file analysis and maintenance. We can handle this for you. QuickBooks can slow down and start generating error messages when the data file becomes unwieldy and sloppy. Preventing file corruption before it crashes your system is a lot faster and less expensive than a reconstruction project.

Monthly Archives

Categories

  • Accounting (30)
  • Accounting Software (2)
  • Blog (3)
  • Bookkeeping (1)
  • Bookkeeping Tips (13)
  • Business Development (14)
  • Business Growth (7)
  • Business Tips (65)
  • Cool Tech Tools (14)
  • Cost-Saving Tips (1)
  • Customer Service Tips (8)
  • Decision-Making Tips (2)
  • Employers (1)
  • Expense Reduction Tips (4)
  • Finance Management (1)
  • Management Tips (11)
  • Marketing Tips (1)
  • Money Management (1)
  • News (4)
  • Payroll Tips (2)
  • Personal Development (5)
  • Profitability Tips (12)
  • QuickBooks Help (37)
  • QuickBooks Software (25)
  • QuickBooks Training (21)
  • Social Media (1)
  • Tax (4)
  • Time Management Tips (4)
  • Uncategorized (16)

Sitemap

  • Home
  • Services
  • Industries
  • Testimonials
  • Resources
  • Blog
  • About Us
  • Contact

Contact Us

Accounting Services and Services for QuickBooks®

JOHNS CREEK Professional Bookkeeping

3651 Peachtree Parkway, Suite E-417, Suwanee, GA 30024

770-569-9567 | gregg@johnscreekpb.com


Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.

Client Login

Client Portal Login

Copyright JOHNS CREEK Professional Bookkeeping 2020 | Site Design by Accelerator Websites