Customizing Your Icon Bar
One of the most time-saving, efficient steps you can take in QuickBooks is to customize your Icon Bar to reflect the transactions you use most frequently. Set up properly for YOUR use, these icons can quickly transfer you between transactions.
To begin, right-click on the icon bar and then left-click on Customize Icon Bar.
Scroll to see the current configuration. Then, as an example, to add an icon below Company Snapshot, click on Company Snapshot to highlight it and then click Add. A new window displays your options. Select the icon you want and then click OK. (Some QuickBooks windows not listed can still be added; try clicking the View menu when you're on an unsupported page and look for an option like Add “Build Assemblies” to Icon Bar).
To change the label or description of an icon, highlight it in the main list and click Edit. Similarly, you can delete an icon. You can also change an icon's position by dragging and dropping it.
Your toolbar will change to reflect your choices. If there are too many icons, clicking on the >> symbol will display the remaining icons.
QuickBooks uses vertical bars to divide the toolbar icons into related groups. You can add and delete these by clicking on the icon name above the desired position, then clicking Add Separator. Finally, buttons at the window's bottom let you display icons only or icons and text.
Reminders
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You should upgrade your QuickBooks every 2 years.
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Back ups should be done weekly and one copy should be rotated off site as a safeguard in case of theft or fire .
