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applewooddevelop
Level 1

How to find the toggle to change the screen to the one with the graphics?

 
6 Comments 6
Heide DC
QuickBooks Team

How to find the toggle to change the screen to the one with the graphics?

I'd be glad to address your concern related to QuickBooks, @applewooddevelop.
 
Before doing so, can you tell me more information about your concern? What specific graphics do you mean to toggle for making changes on the screen? Any additional details, such as screenshots, would help me provide you with accurate information.
 
I'm looking forward to your reply. Have a good one.

applewooddevelop
Level 1

How to find the toggle to change the screen to the one with the graphics?

My desktop version had nice graphics that were links to actions such as pay bill, deposit, reconcile, etc. Now my screen has the icons at the bottom with a bunch of stuff I don't want.  I hit a button last time that changed the screen to the old format and now I can't figure out how to do it again.

Dave

applewooddevelop
Level 1

How to find the toggle to change the screen to the one with the graphics?

Screenshot 2024-07-13 at 1.22.35 PM.png

 This is what I am trying to get.  I had it last time I logged in, but I can't find out how to get this again.

Clark_B
QuickBooks Team

How to find the toggle to change the screen to the one with the graphics?

Thank you for sending the screenshot and updating us on your concerns, Dave.

 

I'm here to help, but I'll need more specific information to address your concerns properly. Could you please send a screenshot of your current layout or graphics? This will enable me to look for solutions to help you navigate to the screen you want.

 

Please feel free to leave a comment below with your response, Dave. I'm here to further assist you.

applewooddevelop
Level 1

How to find the toggle to change the screen to the one with the graphics?

Screenshot 2024-07-18 at 9.29.56 AM.png

 The one with the graphics is the one I want and not this one! How do I change to the graphic user interface?

MsNorthPND18
QuickBooks Team

How to find the toggle to change the screen to the one with the graphics?

I appreciate you for getting back to the thread and sharing a screenshot, applewood.

 

I have reviewed the previous screenshot you provided of the interface you want to achieve and noticed that it is from QuickBooks Desktop for Mac. However, the image you shared this time is from the QuickBooks Online desktop application.

 

Please note that QBDT and QBO are two distinct products. Both are meant to assist businesses with managing their accounting and financial data, but QBDT is a desktop-based solution while QBO is a cloud-based software. Due to the platform differences, we are unable to make their user interfaces identical.

 

In QBO, there's a similar shortcut panel where you can perform quick actions, like paying your bills, entering invoices, and managing your other customer/vendor transactions. Just head to the Dashboard menu and select Home. You can customize the layout here by removing or changing the placement of widgets to suit your preferences.

 

You can also adjust the sidebar menu by clicking the Menu settings button at the bottom. Additionally, there are two ways to display your account: business view and accountant view. Your default view is based on what you tell us when you first set up QuickBooks. With the new interface in QBO, you can switch between them anytime. Here's how:

 

  1. Sign in to your QuickBooks account.
  2. Click the Gear icon on the upper right side.
  3. At the lower-right corner, hit the option that switches to your preferred view.
  4. Refresh your browser.
  5.  

For more details about each view, check out this article: Switch between Business and Accountant views in QuickBooks Online.

 

Here are a few resources that can assist you in personalizing your QBO account according to your preferences moving forward:

 

You can count on me if you have other queries regarding your GUI or other QuickBooks-related tasks. Leave a comment below to notify me.

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