Customize Account Balances on Left Icon Bar

Those of us who have used QuickBooks for years are used to seeing the Account Balances list in this way; on the right side of the Home Page.

account balances old style

While a good idea, the most frustrating thing about the Account Balances list was that no customization was possible.

You could not determine which accounts were listed, or the order in which they appeared. The accounts listed the same way they do everywhere else in QuickBooks. They were either in alphabetical order (account numbers turned off), or numerical order (account numbers turned on).

QuickBooks 2013 moved the Account Balances to the new Left Icon Bar by default. The old view is still available in QuickBooks 2013 with a change of settings. Either way, the feature retained the old weakness, no customization.

If the left-hand icon bar is not already showing in QuickBooks 2014, navigate to the View drop down menu and select it. Click on View Balances from the shortcuts in the center of the icon bar. From the View Balances panel, select Customize view balances.

As you can see from the screenshot below, the Account Balances section is very customizable now.

account balances customize

The above customization window is available when selecting the link, “Customize view balances”, at the bottom of the View Balances list (not shown). As you can see, the QuickBooks user can select which accounts are shown in the list and in what order they should appear.

In addition, the list of available accounts, the field label at which the arrow points, seems to include all accounts. Note the accounts listed in the right-hand column titled “Selected Accounts”. Construction Income and Payroll Expenses have been added.

Important accounts for tracking, including income and expense, can be selected to show the current balance at a glance.

account balances new style

Hector Garcia, CPA
Certified Advanced QuickBooks ProAdvisor
12401 Orange Drive #136
Davie, FL 33330
954-414-1524
hector@garciacpa.com

Hector Garcia

Hector Garcia

Hector Garcia is a CPA and QuickBooks Consultant.
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3 Responses

  1. When changes are made in bank register, the account balance will not change in the view on the homepage.
    I can open my bank register and is it fine…but the little box with the balances of all my accounts on the home page will not change.
    Refreshing with F5 does nothing. Any ideas?

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