Customizing your QuickBooks homepage is a helpful way to make the software work more efficiently for your specific needs. QuickBooks allows you to tailor your homepage to display the most relevant information and tasks for your business. Here’s how to customize your QuickBooks homepage in QuickBooks Online, the cloud-based version of the software:
- Log In to QuickBooks Online:
- Open your web browser and go to the QuickBooks Online login page.
- Sign in to your QuickBooks Online account with your credentials.
- Access the Homepage Customization:
- Once logged in, you’ll typically land on the QuickBooks Online dashboard or homepage.
- In the upper right corner of the dashboard, click on the gear icon (⚙️) to access the settings.
- Customize the Homepage:
- From the dropdown menu, select “Your Company.”
- Under the “Company” tab, you’ll see the “Homepage customization” section. Click on “Customize” to begin customizing your homepage.
- Select Widgets:
- The homepage customization screen allows you to add, remove, and rearrange widgets. Widgets are individual sections or boxes on your homepage that display specific information or tasks.
- Click the “Add widgets” button to open the widget gallery.
- Add Widgets:
- In the widget gallery, you’ll see a list of available widgets categorized by type, such as “Invoices,” “Expenses,” “Banking,” and more.
- Browse through the widgets and click the “+” icon next to a widget to add it to your homepage.
- Arrange Widgets:
- After adding widgets, you can drag and drop them to arrange their position on the homepage.
- Place the most important widgets at the top for easy access.
- Remove Widgets:
- To remove a widget from your homepage, hover over the widget, and click the “x” icon that appears in the upper right corner of the widget box.
- Save Your Changes:
- Once you have customized your homepage with the desired widgets and arrangement, click the “Done” button or “Save” button to save your changes.
- Review Your Customized Homepage:
- Return to your QuickBooks Online dashboard or homepage to see the changes you’ve made.
- The widgets you added will display relevant information and shortcuts to frequently used tasks.
- Adjust Preferences as Needed:
- You can revisit the homepage customization screen anytime to make further adjustments to your homepage layout and widgets.
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Customizing your QuickBooks homepage can help you streamline your workflow by putting the most critical information and tasks right at your fingertips. Tailor your homepage to match your specific accounting and business needs, making it more efficient and user-friendly.
