How to Customize the Icon Bar in QuickBooks DesktopWritten By Rachel Barnett In this tutorial, Ill show you how you can customize the icon bar in QuickBooks Desktop. This can make working in QuickBooks much faster and easier. Show Youll learn how to:
Ill be using QuickBooks Desktop 2020 Premier Edition. This should work with either Pro or Premier. If youve never customized your icon bar its probably on the left-hand side and looks something like this: If youd prefer, you can move the icons to the top of the screen. To do this click View in the top menu and then select Top Icon Bar. The icons now appear across the top of the screen. These icons represent different actions you can take and different reports you can generate within QuickBooks. If you find yourself not using some of these icons you can edit this icon bar. To do so right click on the icon bar, a Customize Icon Bar message will appear. Click on that message to open the Customize Icon Bar window. From this window you can select which icons youd like to keep and which ones youd like to remove. Delete Icons from the Icon BarTo remove an icon select it from the list and click Delete. As you delete icons from the list in the window youll see them disappear from the icon bar. Add Icons to the Icon BarIf youd like to add icons to your Icon Bar click the Add button and the Add Icon Bar Item window will appear. In this window youll see a selection of options that you can add to your icon bar. You also get the option to customize your selection. You can choose the icon youd like to use as well as give it your own label and description. In the image below Im adding Back Up Data to my icon bar with the label Backup! and using the Disk icon. I click the blue OK button and Backup! is added to my icon bar on the far right. Id like to move this icon to the far left. In the Customize Icon Bar window I click the little arrow to the left of Backup! and drag it to the top of the list. Backup! Is now located on the far left of the icon bar. You can add space between your icons by click the Add Separator button. Adding Custom Reports to the Icon BarIts possible to add items to the icon bar that arent in the existing list. This might be a custom report youve created. Youll first need to navigate to the report youd like to add. To do this from the main menu youll click Reports -> Memorized Reports and then select the report youd like. To add the report to the icon bar in the main menu click View. About halfway down the menu youll see Add Your Report Name to the icon Bar.. A new Add Window to Icon Bar window will open.From here you can add a custom label, description and pick an icon for the report. When you click the OK button an icon linking to the report will appear in your icon bar. When you take the time to customize your icon bar and youll no longer have to search around for the actions and reports you use most often. Youll save yourself time in the long run. If youd like to watch me walk through this icon bar customization process you can watch the video below: Need some one on one QuickBooks assistance?Schedule a FREE Consultation Share Now Share on facebook Share on twitter Share on linkedin Leave a Reply Cancel replyYour email address will not be published. Required fields are marked * Comment Name * Email * Website Save my name, email, and website in this browser for the next time I comment.
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