How to Customize the QuickBooks Home PageĀ 

Customizing the QuickBooks Home Page can be done in a few simple steps. Here is a detailed guide:

  1. Open QuickBooks and log in to your company file.
  2. Click on the “Gear” icon in the top right corner of the screen.
  3. Select “Customize QuickBooks” from the drop-down menu.
  4. Click on the “Home Page” tab.
  5. You will see a list of different sections that can be added or removed from the home page. To add a section, simply check the box next to it. To remove a section, uncheck the box next to it.
  6. To rearrange the order of the sections, click and hold on the three horizontal lines to the left of the section name and drag it to the desired location.
  7. You can also customize the content within each section. For example, if you have the “Customers” section on your home page, you can choose which columns to display by clicking on the gear icon within that section.
  8. Once you have finished customizing the home page, click on the “Done” button to save your changes.
  9. You can also choose to set the customized home page as the default view when you log in to QuickBooks. To do this, click on the “Gear” icon again and select “Company Settings.” Then click on the “Advanced” tab and select the customized home page from the drop-down menu next to “Default dashboard.”

That’s it! With these simple steps, you can customize your QuickBooks home page to fit your needs and preferences.

The Advantages and Disadvantages of Customize the QuickBooks Home Page

Customizing the QuickBooks Home Page can have several advantages and disadvantages. Here are some of the main ones:


  1. Efficiency: By customizing the home page to show only the sections and information you need, you can work more efficiently and quickly.
  2. Clarity: Having a customized home page can help you stay organized and focused on the specific tasks you need to complete.
  3. Improved workflow: You can arrange the sections on the home page in a way that suits your workflow, making it easier to navigate through the software.
  4. Personalization: Customizing the home page allows you to tailor the software to your specific needs and preferences, which can improve your overall experience with QuickBooks.
  5. Improved usability: If you have a team using QuickBooks, a customized home page can make it easier for them to use the software and complete tasks quickly.


  1. Learning curve: If you are new to QuickBooks, customizing the home page can add an additional learning curve that may take time to get used to.
  2. Time-consuming: Customizing the home page can be time-consuming, especially if you are not familiar with the software.
  3. Limited functionality: Some sections on the home page cannot be customized, which may limit your ability to fully tailor the software to your needs.
  4. Compatibility issues: If you use third-party apps or add-ons with QuickBooks, customizing the home page may cause compatibility issues that can affect your workflow.
  5. Risk of errors: If you are not familiar with the software, customizing the home page may increase the risk of errors, which can affect your financial data and cause problems down the line.

In summary, customizing the QuickBooks Home Page can provide several benefits, but it is important to weigh these against the potential drawbacks and ensure that the customization does not interfere with the functionality of the software.

few other things to consider when customizing the QuickBooks Home Page:

  1. Compatibility with different versions: Depending on the version of QuickBooks you are using, the options for customizing the home page may vary. Make sure to check the specific options available in your version before attempting to make changes.
  2. User permissions: If you are working in a multi-user environment, you may need to consider user permissions when customizing the home page. Some users may need access to certain sections, while others may not.
  3. Changes over time: As your business grows and changes, you may need to adjust your QuickBooks settings and customization to reflect these changes. This may require additional time and effort to ensure that the software continues to meet your needs.
  4. Customer support: If you encounter any issues or difficulties when customizing the home page, QuickBooks provides customer support to help you resolve any problems.

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