The Icon Bar (QuickBooks 2012 and previously) and Shortcuts (in 2013) is a uniquely customizable location to help you work a little quicker. Several of our clients didn’t comprehend you could insert and get icons absent from this part to assist you entry the regions you use the most. This is a rapid lesson on how to make the most of your icon bar.
For the most part you are ready to add icons making use of the “Customize Icon Bar” or “Personalize Shortcuts” operation in that spot. Regrettably not all places and transaction types are outlined in this section (we’ll tackle this following). The very best way to get to this customization screen is to spot your cursor in the Icon Bar/Shortcuts and Proper Click on. In QuickBooks 2012 and before version there is also a double arrow on the significantly appropriate of that bar that you can use to access this spot as properly. When in the Personalize Icon Bar monitor you can add new, edit a label or icon or delete unneeded icons.
To insert new icons:
• Select Insert
• Scroll on the remaining for an spot or transaction you want to include
• In the heart section, the default icon for this spot will have a box encompassing it. You can make an alternate assortment if you would like
• On the right the default Label and Description will appear. This can be altered as properly
• After you have make your picks click on Ok
If you want to shift icons up/down (2013) or remaining/proper (2012..) click on the diamond to the still left of the icon and reorder. This is the exact same as other list things in QuickBooks software program
To delete icons merely emphasize that part and click delete.
Now for free real estate icon that is not listed in the Customize screen. Open the window for the transaction or region you wish to add to your Icon Bar. One particular concept is the Calendar. For some reason this spot is included on the icon bar when you 1st start a new business but not available to incorporate in the customization region if it had been mistakenly deleted.
For this instance let’s open up the Calendar from the Business Menu
From the View Menu pick Insert “Calendar” to Icon Bar
When this is completed you will have access to it in the Customization area to alter it’s place and/or label.
Notice: The new 2013 user interface capabilities in the identical way as the more mature variations so will not be confused by the phrase “My Shortcuts” when viewing the icon bar on the left of the display. Additionally if you keep the icon bar in this location you will not be ready include separators or icons only as you would if you moved it back again to the leading of the display. Noticed that area is grayed out in the image earlier mentioned.