Did you know you can customize your Icon Bar?
To delete, add, change the name, reorder how they display, delete or add text, or create separators for any current icon:
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Customize the Icon Bar
You can also add forms and reports that are used regularly. Just open the form or report.
Choose View
Add (form or report name will appear) to the Icon Bar
You can give the text that will appear a short label and pick which picture you would like to use for that form or report.
Finding Related Transactions in QuickBooks
Often times, we need to find the check that pays a bill, a payment applied to an invoice, related deposits, etc. QuickBooks has a History button in most of the transaction screens. Open any transaction, such as a customer invoice. Click the History button at the top of the transaction window, and you will see if the invoice was emailed and the date it was sent. You can also see on paid invoices, the date the payment was received. Double-click on the payment information, and the payment screen comes up. Click the history button again at the top of that transaction window, and you can see the deposit date. If you double-click on the deposit, you can see the actual deposit transaction. If you don’t see the History button, use Ctrl H on your keyboard. All of the windows you use as you trace the history, remain open for easy reference.
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