Customizing the Acctivate Icon bar

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Want to change the default annual rate, want to choose how to log inventory and purchase orders? Other customizations include creating estimates, using multiple currencies, and payroll. You can also use it set reminders and track time. If you need adjust sales tax, that is also an option. Customizing your preferences helps you use QuickBooks like an expert. Alternatively, business owners may have their home page constructed based on how they answered questions during the EasyStep Interview.

Where to get the data you need to make the best decisions to grow your business. We are committed to providing the highest quality Accounting & QuickBooks Education in a live class format or private manner. While a good idea, the most frustrating thing about the Account Balances list was that no customization was possible. Also, decide which way your cells are going to be – number, currency, or accounting. So after trying to figure out why my cents were adding wrong, I saw this and decided to chance the fix.

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Note that restricted access users will not see all the links available in the Navigation Bar. The names of the links that appear in the Navigation Bar can also change. While both these commands provide access to the same commands, it is confusing. While these suggestions may seem minor, they will save time. Click theCompany Preferencestab to add or remove icons from the home page.

Once you change the icon hit the OK button in order to save the changes. Now from the bottom of the change icon window click on the OK button. At the bottom of the window click on the change icon option. In case if the shortcut tab is not shown default on the window, then select the shortcut tab in the pop-up window.

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Adding another register icon will prompt you to select an account. But I’m here to share the steps on how you can automatically specify an account when creating another shortcut icon. 6.Clickhereto learn how tochange the location of the iconsor toadd or remove icons. In order to choose the color scheme, you have to look for the company file color scheme.

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Decide what you want on your 5 work from home tips this entrepreneur used to create a successful business Bar and then begin. If you work on the computer a lot, every click you save can save time and wear and tear on your wrists. When working in QuickBooks you do a lot of clicking.

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You have to open icon bar content and the click on the delete or remove button from the toolbar. As you delete icons from the list in the window you’ll see them disappear from the icon bar. Some companies invoice customers using a method called “Time & Expense” or “Cost Plus” invoicing.


She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. For the most part you are able to add icons using the “Customize Icon Bar” or “Customize Shortcuts” functionality in that area. Unfortunately not all areas and transaction types are listed in this section (we’ll address this next).

Where is the Create icon in QuickBooks?

The menu bar is where you’ll find the tasks, reports, and forms available in QuickBooks 2013. The Home page contains links and icons you’ll use to access the features you need. As you can see, it’s also divided into sections to make it easier to find those icons and see how the icons fit into the workflow. After you select that option, you will see your balances at left. When changes are made in bank register, the account balance will not change in the view on the homepage.

In the upper left corner, you’ll see a list of your icons as they’re currently arranged. You can rearrange them by grabbing the small diamonds to their left with your mouse and dragging them to their new positions. You can change their labels by clicking Edit, or Delete them. If you’re going to use the Icon Bar, make sure you set it up to prominently display your most often-used tools.


To add a logo to an invoice or other form, a. Open the logo with the Import Logo button in the General Company Preferences. Open a new invoice, then import the logo by clicking the Import button at the top of the Invoice window. Check the Use Logo checkbox in the Basic Customization window for the invoice’s template.

TaraByte Solutions has been providing expert QuickBooks consulting and accounting services to small and mid-market firms since 2001. Our focus is the selection, sale and implementation of inventory solutions. Join the many retail, wholesale, manufacturing and e-commerce businesses that count on us for scalable best-of-breed applications. From the “My Preferences” tab, check the box located before “Switch to colored icons/light background on the Top Icon Bar”. But taking the time to customize your QuickBooks will save time. More important, these suggestions will give you a better sense of control over the hours you spend on accounting tasks.

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If you are using the Left Icon Bar you can right click and choose Customize Shortcuts. Some of the more helpful icons may be Customers, Vendors, Home, Find, Item, and Backup. 1.To begin changing the icon’s text, graphic and description click View on the menu bar, then click Customize Icon Bar. Identify the right form to use for the financial transaction you wish to record. We value your privacy and are strongly against any kind of phishing, spam, and malware.

You can add or remove the icon as per your need. Now click on the close button in order to close or exit from the customize icon bar window. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation.

Unfortunately, charts can sometimes be very overwhelming, making it hard to read the reports. QuickBooks experts clean up their charts of accounts. This makes them neat and easier to comprehend.

For accounts that generally have high volume, … The QuickBooks error H505 shows on your screen by displaying the error message QuickBooks has faced the problem and needs … The Customize Icon Bar window will open allowing you to Add, Edit and Delete icons and rearrange the order. I like the top Icon Bar but the changes work the same if you are using the Left Icon Bar. You can control which Icon Bar you see by clicking on View and then making your selection. E-Tech is the #1 Quickbooks data migration and Conversion service provider.

Outlook is Missing in Send Forms Preferences in QuickBooks Desktop

Choose any color which you want from the company file color scheme. Once you are done with the changing of icon now in order to close the properties window hit the OK button. Under the control panel home, you have to select the change desktop icon link in the left pane.

The staff is bi-lingual (English/Spanish) and offers a no-cost consultation to new clients. Or, you can clickCascadeto display them stacked on top of each other with only each window’s title label showing, as shown below. If you want to go back to a blank screen and start over, clickWindow | Close All. TheWindowmenu also displays a list of open windows that can be used for navigation. Open them all, then open theWindowmenu and selectTile Vertically. Your current preferences are displayed at the bottom of the window.


After that, apply the filters, select the fields, and then do the export. Select the customize icon bar by right clicking on the icon bar. Click “OK” after you add all icons to save the changes and close the Customize Icon Bar window. Right-click the icon bar and select “Customize Icon Bar” from the menu to open the Customize Icon Bar window. You also get the option to customize your selection. You can choose the icon you’d like to use as well as give it your own label and description.

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