Add a report or any window to your toolbar

add icons
colored icons

Click View, then the Customize Icon Bar option. From here, you can simply click the icon you don’t want, then tap the Delete button. Repeat this process for all the icons you don’t want to see (experience has shown there will be many that get removed as part of this process!). This feature allows you to share bills, payments, information, and much more.

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.

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.

Improvements to the Customer, Vendor, and Employee Centers

Are you still stuck and don’t know how to find QuickBooks company data file location then please follow along. Let’s start our article about reverse a credit in QuickBooks. The program uses credit memos when a refund is given … In this article, you read how to record “Merchant Account Fee in QuickBooks”.

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software. You can select an icon in Icon Bar Content and click the “Delete” button to remove it from the toolbar. In the image below I’m adding “Back Up Data” to my icon bar with the label “Backup! If the same thing happens, we canverify and rebuild your data.


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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All the windows will be displayed on the same screen, arranged vertically. If there are enough of them, they will overlap. Provides quality personalized financial guidance to individuals and businesses. Our expertise ranges from tax return preparation and accounting services to more in-depth services such as entity formation, and financial planning.


If you have any issue then you can connect with Dancing Numbers experts team via LIVE CHAT. In the properties window select the customize tab from the options. In order to add separators between the icons you have to click add separator option from the list of options. In case if you want to remove or delete the content from the tool bar.

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Now from the customize icon bar select the icon which you want to remove or delete from the bar. Now select the command from the list of box, in add icon bar item dialogue box. I am trying to add the merchant service center and the merchant bank deposit windows to my top icon bar- the area that says “add to icon bar” is grayed out? They are not choices in the customize window.. Now you can choose what type of payment you’ll accept from your customer. You can choose from online check only, or check and credit card.


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).

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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.

Patriot Software Accounting Review – PCMag

Patriot Software Accounting Review.

Posted: Thu, 01 Dec 2022 08:00:00 GMT [source]

Decide what you want on your Icon 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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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.

Where to get the 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.


They will help you start to see all you can do with this accounting program. The App Center gives you access to Intuit Workplace Apps. The apps are web-based applications that you can download to help make using QuickBooks even more beneficial to your company. The Doc Center contains documents and files from your computer that you attach to specific transactions or records in QuickBooks. You access the Doc Center through the Customer Center. In QuickBooks 2013, you can either have the icon bar placed at the top below the menu bar, or you can have it on the left side of the Home page.

To make changes, click Edit | Preferences, then Desktop View and then Company Preferences tab to display the window in Figure 4. If you’re ready to get the most out of your QuickBooks software by hosting it in the cloud, try our solution for 30 days. Go to theViewmenu and clickCustomize Icon Bar.Select the icon you want to remove and clickDelete. Once this is done you will have access to it in the Customization area to change its location and/or label. To delete icons simply highlight that section and click delete.


These companies need to be able to easily contra asset account them to invoices and sales receipts. They need to know what’s selling and what’s not, and they need to know when it’s time to reorder. If you sell one-of-a-kind products and can see all of them at a glance, tracking your inventory isn’t such a big issue. But not many people run businesses like that.

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