Do you ever misplace the screen that you're on, in your QuickBooks your like wait,
how do I get back over there and you have to start all over again
I want to share with you a way for you to go through different windows
to save you time
if we've never met before.
Hello, I'm Candus Kampfer
and I love to help business owners and bookkeepers,
simplify QuickBooks and create confidence. So let's jump in this video is for
So let's jump in
this video is for desktop.
If you are looking for online,
you don't have exactly the same online, windows features.
But you can use the duplicate feature. And if you'd like to learn more about that,
check it out up here, I will link it up above.
So if you're online user, go check out that video.
If you're a desktop user, you're in the right place.
Let's go look at our QuickBooks.
Alright, so you'll notice
there's a few different ways. So let me open a few things and give you an example.
So let's say that
you've been working in vendors and you've been
looking at a bill, for example, and then you've gone in
and say you
let's say rubbish wanted to write a check.
And maybe you also went in and you pulled
a Profit and Loss.
Let's just save, this is my training file.
And now you're like I really want to get back
to that one place I was at
how do I do it? You have two options.
The first is you can come over here to window, drop it down.
window, drop it down.
And you can go profit and loss, you can click on any other
windows that you open.
Or your other options, is you can actually go over here to the left
these are little shortcuts, if yours looks like that
you click the arrow to expand it, you come down here and you click
open windows.
And then the different ones are labeled here to the left.
And if you don't want to have that open all the time
you can always click this little arrow
to collapse it.
If you'd like to learn how to customize
these areas, don't forget to check out that video,
I'll link it down below as well.
This is how you can save yourself time.
So you can be in different screens at once.
So let's just say you're like
you looked at the profit and loss and your like
oopp, I need to go back over to write a check. Or I need to go back
to write a check.
or I need to go back over to enter bills, you literally can just click instead of going back
say you were looking at a report and you go,
Alright I gotta go back over here and click vendors and then go back
find it all that no longer does it take that well. Let me know
no longer
does it take that long
Let me know if you have been using the Windows feature before or if
the Windows
Feature before,
or if this is something new, let me know in the comments down below,
I'd love to know,
there's a couple other things that you can do with this just as
information.
So there's a few different ways that you can look at
the
windows.
So you can click Arrange icons,
Arrange icons,
you can also click.
Close all that closes them all at one time.
So if you have a bunch of windows ever open, and you don't wat to have to click x x x,
there's also a shortcut for that.
You can also choose with which way you want
your windows to show up.
So you have wha'ts called a vertical
tile vertical. So those are where you look at them like this
you can also choose to have them as
Horizontal
and then by having more than one open, let's say you want to look
at two things at one time,
you could say I want to look at my reports
While I want to be over here, and maybe you want to
or collapse this,
then you have a little more working space.
If you want to have like two things open at one time,
you can do that as well. So it's totally up to you depending on
So that's totally up to you, depending on what it is,
You just move it over.
And then you can expand it to fit.
Have you ever done this? Do you use two windows at once.
Now that might seem a little overwhelming for you, depending
seem a little overwhelming for you,
for you, depending on what size size you want your screen.
But you can I often do this by when I look at two reports
side by side,
you can also do what's called cascading. So,
this is I'll do it again
this is
vertical
Just so you can kind of see them side by side
Horizontal
Or you can do cascading, which kind of layers them on top of each other
And if you don't want to see all of them,
you can just click close off,
as I said before,
then you can go back over and click under company, home
and start with your home screen.
If that's what you prefer.
Let me know
which of these features do you like the best?
Also,
Also, what kind of tips and tricks would you like down below? Let me know.
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getting my tips and tricks in your inbox
go up above or down below to get them we send them every single week
so that your QuickBooks can be even easier.
And if you say I actually want to learn how to customize my QuickBooks like
set it up just for you.
I'd recommend checking out my Customizing QuickBooks Workshop.
I'll also leave that here as well
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and I look forward to seeing inside our next tip and trick
Have Amazing day.
Bye.