The Basics of Getting Around in QuickBooks Desktop: Home Screen and Navigation

The Basics of Getting Around in QuickBooks Desktop: Home Screen and Navigation

Ready to learn the basics of navigating the QuickBooks Desktop — and stop feeling frustrated as you waste more time?

It’s very tough to dive right in and feel completely comfortable navigating QuickBooks Desktop — I remember giving that a try years ago when I was first getting started… and it didn’t go so well.

Now, I help contractors stop spinning their wheels as they make QuickBooks work for them.

Once you break through the beginners curve you’ll see how, with just a few clicks, you can access the reports and numbers you need to make critical decisions every day.

Let’s start at the beginning with a thorough orientation of your homescreen.

Discover more when you watch this 4-minute video:

The Basics of Getting Around in QuickBooks Desktop: Home Screen & Navigation

In this video, you’ll discover how to:

  • Customize shortcuts
  • Use the homescreen icons
  • Open the customer center
  • Create invoices
  • Access the vendor customer and employee centers
  • Move through an introduction to the account balances section
  • Access the invoice feature
  • Quickly pull up the register for any account
  • And more…

Are you sick of trying to find your way around QuickBooks Desktop — and duplicating your work on spreadsheets or word documents? Please rest assured that you are not the problem!

QuickBooks can be confusing at first. Once you know your way around, though, it’s easy, effective, and profitable! way to run your business.

I’ll show you how to ditch the spreadsheets and get it all done in QuickBooks – really!

In my on-demand QuickBooks Desktop training, I’ll walk you through workarounds and shortcuts to stop wasting your time and energy. 

You’ll discover how to access the reports and numbers you need to make critical decisions every day — with just a few confident clicks.

Get all the details about the QuickBooks Desktop training here, or check out how we can work together one-on-one.

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