However, what if you don’t like it here on the left? I personally think it takes up room on the screen. You would just click on the different options to get to those particular things that you might want to look at or change. The next thing I want to point out here on the left is what we call your Icon Bar. There’s one for Customers, Vendors, Employees, and Banking, all the way across. You’re going to see an option here that says Company. It makes it a little bit easier sometimes if you can just find the list of those things. All of that stuff is going to be in this screen. All the lists that are in QuickBooks will be here, like your Chart of Accounts, your customers, you’re going to see your memorize transaction list.
You’re going to see also there is an option that says List. Also notice the Preferences, which we’re going to be doing over in module three, but that’s where all the options are, a lot of those things we talked about in the Easy Step Interview. You can use the Find and the Search options to look for those things. You’re going to use the Find option all the time because you’re going to be looking for something, whether it’s a customer name, maybe an invoice number, did you pay this particular bill, there’s always something you’re going to be looking for. If you click on the Edit option I want you to notice the Find option. And that’s where you see File, Edit, View, all the way across.Ī couple things that I just want to point out real quick. The next thing you’re going to notice is your menu bar. Currently, you’re on what we call the Home screen. The first thing you’ll see at the very top of your screen is your title bar and that’s where it has the name of your company right here, also which version of QuickBooks you’re using and what screen you happen to be on. This section is called Identifying the Components of the QuickBooks Environment.
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I thought I would take a few minutes and just take you on a quick tour of the QuickBooks environment, basically what the Home screen looks like and how to work your way around the screen. Microsoft Visio 2010 – 9 Hours Video Training.Power Pivot, Power Query and DAX in Excel.
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