Hey guys, it's Candus and in today's QuickBooks tips and tricks,
we are gonna talk about shortcuts.
So recently I was on my QuickBooks Simplified community.
And somebody asked me a question about
they were doing journal entries, and they wanted to be able to
quickly and easily just go in and enter a journal entry,
instead of having to go to Company
and click journal entries and they want to know how can they add that to a shortcut,
depending on which
version of QuickBooks you're using,
you may have the shortcuts here.
If not, what you might see is if you go to View,
you can actually change it up to the top,
or you can hide it and you won't see it at all.
So if you don't see it, and you're not sure why that's happening, go up to View
and look and see it's under hide,
I prefer it to the left is because if I don't like it,
I just click this little Collapse button, this little arrow right here,
and it goes away. But it's always still there.
I prefer the left, but you pick which one you like.
So that's the first tip.
Alright,
so there's shortcut keys.
Over here, there's also,
view your different balances, run your favorite reports,
or open your windows list.
The other thing you can do
is you can add to the shortcut.
So what you can do is if you scroll to the bottom,
you'll notice there's customized shortcuts. And you can come in here,
and you can customize anything you want.
You'll see journal entriy is here,
because I taught her how to do this and
with my QuickBooks simplified group.
So what you can do is, if you like
the look and feel
of the icon bar at the top, or on the side,
when you're in
doing any kind of transaction, pretty much
you go in,
you create it.
And while you're in here, you go back up to view.
And you go down here and you click
Add,
Make General Journal Entries to icon bar
by clicking that,
then,
when you're in here, and if,
no matter which way you're looking at it, even on the top,
you'll see
journal entries are over here,
what heppens
you can choose to add reports,
any of the transactions you do on a regular basis.
So let's say that you typically go in and you make deposits on a regular basis.
But you'd like it to be a shortcut,
you can actually go up under View,
click Add
deposits to your icon bar,
you decide what you want it to look like.
So you scroll through here and you find
which of these makes the most sense to you.
You have all different kinds of stuff. You could pick,
money if you want, and you can choose what you call it.
And then the description,
make deposit and you click OK.
And you'll notice right here now that's
that's there. And now,
no matter which screen you're on, if the icon bar is at the top,
if you're in the chart of accounts and you want to make a deposit, you just click
Make deposit, and it
automatically opens that screen up for you.
If you prefer it to your icon bar on the left,
you just scroll down and you'll find deposit down here.
Now if you find you have a lot of extra stuff in
your icon bar at the top, or
here, you actually can click Customize.
Find the stuff you don't need any more like
maybe you don't want to have the feedback,
and you just click Delete.
Maybe you don't want to have documents,
you can click delete,
or user licenses over here.
If you look to the left, once I click Delete,
it removes them.
Okay,
then you can click OK.
And then they'll just be what you want
in there.
You can also choose to re-arrange them, so you just
grab them.
And when you hold it down,
you can move
them to different places.
So say you want to be able to put the journal
deposits or the journal entry at the top,
hold your mouse
your cursor over the little
diamond
and drag it to the top,
put it there. And now
instead of having to scroll down for the new ones you've added
there'll be at the top.
The same is true with the icon bar on the left
you can come here and customize it,
add whatever you want
show icons and text or just the icon.
And then you can
choose to show search box
which is here on the right or not.
So if you don't want that you click it off
and it disappears.
Okay.
So this is a way for you guys to go in and customize and
figure out what you want, you can add separators
if you don't like the picture, or what it's called, you can go in and edit it
and change it.
Pretty simple,
pretty easy.
When you're in here, if you want to move them around, you do the same thing you
click on the diamond.
And then you just move it
to where you want it to be.
Click OK. And it's done.
So I hope you guys
enjoyed this tip.
Hopefully it will save you time.
No matter which way you want to see it, if you want to see it to the left,
or to the top.
Have an amazing day.
I'll see you guys soon.
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I look forward to seeing you guys in the next tip.
Bye bye