Thursday, June 27, 2013

Customize Your QuickBooks® Icon Bar

Do you use the icon bar at the top of your QuickBooks screen?  Do the icons represent the tasks you perform most often in QuickBooks?  If you’re using the default icons, the answer is probably no. Did you know each user is able to customize their QuickBooks® icon bar to meet their needs. This makes navigating through QuickBooks® faster and more efficient. By putting icons for the things you do most often, directly on the icon bar, these functions will be just a click away.

There are several different ways to customize the icon bar:

  1. Right click anywhere on the icon bar and then click on “customize icon bar.”
  2. In the View menu you’ll also see “customize icon bar.”
  3. Make a window appear that you want to have on the icon bar like, "enter bills"  then go to the view menu and click on “add [window] to icon bar.”

To Delete an Icon, simply click the icon label once and click the Delete button.  

To Move an Icon, move your mouse over the diamond to the left of the icon label and drag it to the position you want.

To add a vertical line as a Separator (space) between groups of icons, click the icon label above where you want the separator, and click the Add Separator button. 

To assign a new icon Image, simply click the icon label once and click the Edit button. Choose an icon Image from the list at the left. 

To rename an icon, simply click the icon label once and click the Edit button change the label as you desire.

The Description field is what will appear as your screen tip if you hover your mouse pointer over the icon on the icon bar.

New for the 2013 editions, you can have a top Icon Bar or left icon bar. Try them both and see what works best for you.

Do you have any ideas for using the icon bar?  Please leave a comment below.