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Beth-Shuba
Level 1

I currently use QB online and would like to switch my main screen to Desktop version. Cant seem to figure out how?

 
1 Comment 1
SheandL
QuickBooks Team

I currently use QB online and would like to switch my main screen to Desktop version. Cant seem to figure out how?

You can download the QuickBooks Online (QBO) Desktop app to have a main screen similar to the Desktop version, Beth. I'll be glad to assist you with the process.
 
Based on the description you provided, it seems like you're referring to the Workspace widget in the Get Things Done/Homepage section of the software. Since this feature is unavailable in the QBO web version, I recommend downloading the Desktop app to ensure you have a navigation map view similar to what you experienced in QuickBooks Desktop (QBDT).
 
To do so, please follow the steps below:
 
2. Based on your computer's configuration, the app may automatically install. If it doesn't, QuickBooks will prompt you to download the QuickBooks setup (.exe) file.
3. Once installation is complete, a shortcut for the app will appear on your desktop. Click on the shortcut to launch the app.
4. Enter your login credentials, then click Sign in.
Choose the company you want to open.
5. The first time you launch the app, you can choose a user interface that suits your needs.
  • Select Yes if you previously used QBDT and prefer a similar experience.
  • Select No if you're already familiar with QBO's interface and know how to use it.
 
For reference and additional information, visit this article: Download and use the desktop app.
 
Moreover, to enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These experts are specialized in streamlining processes and offer customized advice that suits your business needs.
 
Also, here is an article that will assist you in managing and reviewing your current finances in QuickBooks: Use reports to track cash flow in QuickBooks Online.
 
Feel free to reply or post in this forum if you have other questions or concerns regarding your preferred display in QuickBooks. We'll be here to help you any time.
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