A little tip from me here. This doesn't have to be a big chore (those that seem to get put off) - I recommend doing this when you realize you are repeating a task often enough that it really should be handier, and add just that one item. This way, it won't take up a lot of your time, and it will give you more practice by doing it more often. Once you have gone through the steps a time or two, you will always remember how it is done.
- To begin, right-click on the icon bar (in a blank spot) and then left-click on Customize Icon Bar. You'll see a window listing the current content.
- 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.
- 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 ones.
- 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.
- Additional tip: 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.
I think this is a great skill to add to your QuickBooks knowledge. I would enjoy hearing whether or not you find this useful, and ways you may have used the information. I really enjoy hearing stories, because I continue to learn from fellow QuickBooks users.
