Save Yourself Time in QuickBooks

May 20, 2012


Typically people put their car keys in the same place when they get home every day because it makes them easier to find the next time they need them. Think of all the time you waste trying to find your keys when you randomly lay them somewhere other than their "normal" spot. This same concept can help you save time when working in QuickBooks as well.

Customizing and fully utilizing your icon bar in QuickBooks is a great way to save time and be more efficient in the program.
Note: If you have QuickBooks on more than one computer, customizing your icon bar will only change the bar on that specific computer.

QuickBooks comes with a default icon bar at the top of the screen. You can add, remove, or modify the icons to better suit your work needs and have a on-click icon.



To remove an icon: Go to the View menu and click Customize Icon Bar. Select the icon you want to remove and click Delete.

Select the Icon you want to remove and click Delete

To add an icon: Go to View | Customize Icon Bar and click Add. Select the desired item from the list and change the label and description if you wish. Click OK.

Select Icon you want to add and hit OK

To modify an icon: Go to View | Customize Icon Bar and select the item you want to modify. Click Edit, make your changes, and click OK. The Customize Icon Bar window lets you make other changes to the icon bar. You can also add separators between icons, change the order in which icons appear, and opt to show both icons and text or icons only.


 

Don't forget that Swindoll, Janzen, Hawk & Loyd, LLC has many QuickBooks' experts that can help you protect your business from fraud or utilize your program more effectively. Call our office McPherson (620) 241-1826 or Hutchinson (620) 662-3358locations for help. Also, check out our Wednesday's Workshop at http://www.sjhl.com/wednesdaysworkshop where you can drop in to our McPherson office for QuickBooks help.