Help How do I set Quicken H&B to open by default in register view like I could in Q 2106?

tledrkjclark

I recently upgraded to 2019 Q H&B from 2016 Q deluxe. I have decided to start fresh and not import old data.  I'm frustrated by some of the UI changes and the lack of info re making the switch.

*First, I want to be able to open Quicken H&B and have the register display as the default opening page.

Second, I would like all of my account registers be set alike (6 for biz and 5 for personal) and not have to customize them individually. Currently when I choose change all other registers it only says one has been changed.

Third, May I have some recommendations for a consultant I can hire to help set up H&B. I need someone who knows 2019 in and out and I have particular needs I would like to troubleshoot before I get started. I want to work with someone I can talk with over the phone. I do not want to use Quicken support, my needs go beyond that.

Thanks very much!

Sherlock

There are a few ways to set the Startup location.  For example, select Edit > Preferences...

GeoffG

"Second, I would like all of my account registers be set alike (6 for biz and 5 for personal) and not have to customize them individually. Currently when I choose change all other registers it only says one has been changed."

If you go to the register you have adjusted the way you want, select ⚙️in the upper right, then Register columns. Select the ⚙️at the bottom of the pop-up, then assuming you use two line entry, select Make all 2-line Registers like this.

Note, this only works with the same type (check for checking, credit for credit), so you need to adjust each type once.

Sherlock

There are a few ways to set the Startup location.  For example, select Edit > Preferences...

tledrkjclark

Thank you. I'm a bit embarrassed I couldn't find it. Do you have and feed back on part 2 and three of my post?

GeoffG

"Second, I would like all of my account registers be set alike (6 for biz and 5 for personal) and not have to customize them individually. Currently when I choose change all other registers it only says one has been changed."

If you go to the register you have adjusted the way you want, select ⚙️in the upper right, then Register columns. Select the ⚙️at the bottom of the pop-up, then assuming you use two line entry, select Make all 2-line Registers like this.

Note, this only works with the same type (check for checking, credit for credit), so you need to adjust each type once.

tledrkjclark

Thanks, it was not clear that it only works on the same type account.
LOVE the detailed step by step, very much appreciated.
Thanks for the quick response