all of the accounts and the account balances of a company appear on the ________. This is a topic that many people are looking for. unusual-travel-destinations.com is a channel providing useful information about learning, life, digital marketing and online courses …. it will help you have an overview and solid multi-faceted knowledge . Today, unusual-travel-destinations.com would like to introduce to you QuickBooks Account Balances . Following along are instructions in the video below:
“Today s video. I want to talk to you a little bit about how to to customize the account balances that you can see on your home screen. So what re looking at here is the typical home screen for quickbooks 2012. And earlier.
It can also be modified in 13 and 14 to look this way we re running quickbooks. 14. Today but off here to the right hand side. You can see.
There s these account balances. That show you bank. Accounts. Accounts.
Receivable and accounts. Payable. Now. A lot of people have wanted to modify.
These account balances for a couple of different reasons. One it might be that you d like to see other accounts on there. That s not there so right now we re getting its bank accounts accounts receivable accounts payable. But what if you want to know what your fixed assets look at like or what if you you know there s there s several different things that you might want to see that you re not getting here.
Also you might you know i ve had several clients that have a front desk person that enters an bank transactions and so as soon as you re given rights to any bank accounts. All of these balances show up in your right hand dashboard and they were concerned that people walking by the front desk prying eyes would see what those balances were and they didn t want that so they wanted to be able to hide what those balances were from the main home screen. And that s something that previously wasn t available to us another reason that people might want to hide. These balances is to prevent people that don t have rights to those balances from seeing them.
So the way that quickbooks of security works. If you re granted access to one bank account. Then you get to see the balances for all of them. It s kind of an all or none thing and so you know i might give you access to the payroll account.
But i don t want you to know what s in my savings or my main checking account. I just want you to know what s in that payroll clearing account you know things like that and so that s another reason. Why people have wanted to restrict the balances. So i m going to show you how in quickbooks 2014.
You can modify those balances that you can see and then we re going to talk about some of the restrictions to that so if you re on this. Oh old homescreen you re going to just see what quickbooks has defaulted like they have in the past. But if we come and change. It so that we re looking at the left icon bar.
Which was available in 13 and 14. I can come down to view balances and now there s this customized view balance option. So i can come in here. And see all of the accounts that are available and you can see right now.
I ve got my bank accounts. My credit card accounts and accounts. Receivable accounts payable just like in the 2012 version. But now i can come and click on this and i can see fixed assets balances other assets i can see my equity balances.
If i want to i can even see cost of goods sold or income. I can really make it a dashboard for whatever. It is that i m interested in seeing let s go ahead and open my class ticket. So let s go ahead and enter my income in there just because i like to see what i m hopes answer.
Why not i want to see what my pools cover and equipment sales look like and keep track of that on my dashboard. So now i ve got other things that i can put on there that i couldn t put in there in the past in addition to that if there are certain accounts that i don t want to see like maybe i don t care about my savings account or my accounts. A payable account. I can remove those from my screen.
And i don t have to see those anymore. That s another modification that we can do so this works really great if you ve got prying eyes or just concerned about the exposure of the screen in a front desk like environment. I can hide a lot of these accounts from there so that i only see the ones that are important to me and then people walking by won t be able to see any my other accounts also they can easily be hidden by just changing this tab that you re on now the other issue that we talked about was restricting people who aren t allowed to see them so let s say that i have someone that handles my accounts payable so i want them to see my checking account. My petty cash account and my accounts.
Payable account and nothing else so we ll just kind of set these up really quick. So there we are that s all i want them to see if you ve noticed. This is a setting that s modifiable by the user not the security rights. So any employee with a little bit of smarts can know to come down here.
And even though you ve restricted them to only see these items they can still come down here all by themselves and add other bank accounts that they that you didn t want them to see and be able to see those easily now with their security rights. If you haven t granted them access to these accounts. They still can t write transactions in them. But you can t restrict with security rights.
What they can see in the in the view balances window also even though these are the only ones. I ve restricted if i come back to my right icon bar or my right dashboard. I get all of the same accounts. I had before so any of the modifications you make on the left bar.
Do not reflect in the right bar. And so again for security reasons. If you re trying to lock. It down this really isn t a great solution.
But if you re just trying to kind of hide things from overlooking eyes in a very open environment or if you re wanting to modify. It so that you can see balances that you normally wouldn t have access to in a quick. Dashboard environment. Then these modifications work great you ” .
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Have you ever wanted to customize the account balances that appear in your home screen? In QuickBooks 2014 there is now a function that allows some modification to those balances. Learn how to customize which balances appear and what the limitations are to this functionality in this short video.
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