Saturday, November 27, 2010

QuickBooks: Accessing a Composite Name List

A client recently asked: “I would love to have a fast way to see a list of every name in the system (vendors, customers, employees and other). Is that possible?”

Yes, it is possible to make a shortcut icon for the Icon Bar which includes all that information.

Here are the steps

Step 1. Open a check transaction.

Step 2. Place your cursor in the Payee field

Step 3. Press CTRL+L to display the names list. This is a composite list and includes all names in the system.

Step 4. With the list displayed, select the View menu and then select “Add Names List to Icon Bar.” This will allow you immediate access to the names list in the future

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