How to Customize QuickBooks Display for MAC? A Complete Guide

While using software, it becomes important for you to have certain things customized. This in general helps out every user to save a lot of time and extra work that goes into accessing these features. So it becomes necessary to know how do we Customize Workspace, Toolbar, Tabs, and Color Display in QuickBooks Desktop for MAC, and what steps should be taken to Customize QuickBooks Display for MAC iOS.

In this article, all the MacBook or iPad users will gain insights into the process of customization of QuickBooks Desktop accounting software. It involves steps such as setting up the default workspace, customizing the toolbar of QuickBooks, using tabbed windows for convenience, its dark mode, and many more things.

How to Customize Workspace, Toolbar, Tabs, and Color Display in QuickBooks Desktop for MAC?

There are many things you can incorporate into your account whilst you customize QuickBooks Display for MAC. You can set up all the tabs (you use the most) to open as soon as you log into your account. Apart from this, you can add on or remove options from the toolbar that doesn’t seem right to you. To know how to make these changes, follow the solution given below:

Set up Your Default Workspace

By setting up a default workspace, you will be able to view your transaction windows as and when you want, as it will pop up automatically once you open QuickBooks. This will help you out in reducing the time and effort of going from one tab to another to gain insights into the company’s finances.

• You will have to go to the transaction window which is used by you very often. For example, write checks.
• After this, you must navigate to the Windows menu and click on it.
• Choose the Workspace tab and then click on Save Workspace. Now, you are required to repeat the same actions for other transaction windows that you want in your workspace.
• Close QuickBooks and reopen it again to check. If the arrangement has been saved, you will be able to view it the next time you visit.

After you are done setting up your workspace, go ahead and follow the methods below to add more shortcuts for your benefit.

Steps to Customize Your QuickBooks Toolbar

To assist you with your everyday QuickBooks duties, you can personalize your toolbar. Follow the steps given below to customize your QuickBooks tool bar in MAC iOS.

• • Choose Settings from the QuickBooks menu.
  • Choose Toolbar/Tabs
  • Decide which modifications to make:
    1. If you wish to see the toolbar when using QuickBooks, select Display Toolbar. Next, choose between a vertical and horizontal display.
    2. If you wish the vertical toolbar to always be expanded, select Keep Vertical Toolbar Expanded.

To make transactions easier to access, you can also add windows or transaction icons to the toolbar.

• Drag and drop icons into the toolbar to add or remove them. You can drag them about the toolbar to rearrange them.
• On the toolbar, create a link to a transaction window:
  1. To link a window, first open it and then use the toolbar to pick Customize.
  2. The window can be dragged to the toolbar.
  3. After adding a description, select an icon for the connection.

Once you are done customizing the toolbar of your QuickBooks account, learn how to use tabbed windows and dark mode to improve your speed in using this accounting software.

Use Tabbed Windows

To maximize available space, you can configure transaction windows to open as tabs.

• • Choose the Settings tab from the QuickBooks menu present at the top.
  • Now you will have to click on the Toolbar or Tab
    1. Click on Use Tabbed Windows.
    2. Decide on the window arrangement you wish to use:
    3. To group or tab related windows, including forms, reports, lists, centers, and registers, select Tab Similar Windows Together.
    4. To combine or tab every window, select Tab All Windows Together.

Use Dark Mode

Those users who are using macOS Mojave (10.14) and another version that is released after this, will be able to use Dark Mode in QuickBooks. However, this restricts the other half of users who are using older version will not be able to access this mode. Follow the steps given below to know how to MacBooks users can switch on Dark Mode in QuickBooks.

• Navigate to the Apple menu and then choose the option of System Preferences.
• Now, Click on the General tab and then click on the Dark mode.

Note: QuickBooks utilizes the accent color you choose for buttons and icons.

Customize the Color of Your Account Registers

Your account registrations can be given colors to add some excitement to your regular responsibilities. If you use QuickBooks in Light or Dark Mode, you can accomplish this by following the steps given below.

• Access any account registration.
• Choose the color dropdown located at the top right. You can pick Other to bring up the color palette and see other alternatives.
• Choose the color that you wish to use for your register. That color appears in the rows, text, and registration content.
• Select the color choice if you wish the text to not appear in the selected color. Then, uncheck Allows Color Text.

Doing these things will not only improve you save you time, but it will also benefit you in having a personalization experience using this software. These customizations are not necessary, but once you’re into it, you will get to use QuickBooks which is more organized to ease all your financial and business-related tasks.

Conclusion

Whenever you are customizing QuickBooks Display for MAC can significantly, you can significantly improve your efficiency and workflow. In order to be able to customize your QuickBooks Display on your iMacs, MacBooks, or iPads, you will have to set up your workspace, adjust toolbars, use tabbed windows, and enable Dark Mode. After you make such changes to your QB account, you will be able to tailor QuickBooks to fit your specific needs and reduce your efforts. These simple customizations done by you will not only enhance your experience but also save time by reducing repetitive tasks. Follow these steps and make sure that you are able to manage your business tasks and finances smoothly.

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Frequently Asked Questions

How do I Customize QuickBooks Display for MAC?

To customize QuickBooks Display for MAC, you can adjust the workspace, toolbar, tabs, and color settings. Simply navigate to QuickBooks settings, where you can select the elements you want to modify, such as using tabbed windows or changing the color display.

Can I set up a Default Workspace in QuickBooks for MAC?

Yes, You can set up a default workspace by opening a transaction window, going to the Window menu, selecting Workspace, and choosing “Save Workspace.” The next time you open QuickBooks, the selected windows will open automatically.

How do I Add or Remove Toolbar Icons in QuickBooks for MAC?

To add or remove icons, go to the QuickBooks menu, select Settings, then choose Toolbar/Tabs. You can drag and drop icons to add them to the toolbar and rearrange them as needed to suit your workflow.

Does QuickBooks for MAC Support Dark Mode display?

Yes, QuickBooks for MAC supports Dark Mode for macOS Mojave (10.14) or later versions. Go to the Apple menu, select System Settings, then choose Dark Mode under General Settings. QuickBooks will adjust its interface accordingly.

What are the Steps to Customize QuickBooks Display for the MAC Toolbar?

To customize the toolbar, go to QuickBooks settings, choose Toolbar/Tabs, and select Display Toolbar. You can choose either a vertical or horizontal toolbar, expand it permanently, and even add specific transaction icons for quicker access.