Wednesday, June 17, 2015

QB Tips: Customizing Your Menu

1.   Color Code Bank Accounts - To prevent writing a check against the wrong account or posting to wrong register
a.       With check register open, click on Edit menu and Change Account Color

2.      Customize Icon Bar and Favorites Menu - Optimize your QB navigation

c.       Or click on Favorites menu, and customize your menus

3.      Customize Left Icon Bar (2013 to 2015) - To organize QB tools as if you were using Outlook
a.       Much like the Top Icon bar, now you can choose to navigate QB using a Left Tool Panel. Customizable just like the top icon bar.

4.      Use the Open Windows List - To quickly access an open window in QB

a.       When you have several QB module windows open, click on View menu and Open Window List or click on Window menu and you'll be able to see all windows currently opened, towards the bottom of the list.

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