and now it's time for another tool tip these tool tips are not about accounting they are
not about bookkeeping they are only about using the QuickBooks software and managing the tools
that QuickBooks offers today's tool tip is the second tool tip in our series this tool tip is
about managing the icon bar you can add edit or delete any icon from the icon bar by opening the
customize icon bar window let's take a look from the main menu click view customize icon bar when
the customize icon bar window opens you'll notice a panel on the left this list represents all of
the icons across the icon bar if you click and drag the scroll bar to go all the way up you
will see that the name on the top of the list corresponds to the icon all the way to the left
the second name on the lift list is the second one on the left and so on statement writer is
third and so on it is very simple to delete an icon for example if we click on whatever
icon you have on top and we click delete it will disappear and all the other icons will shift to
the left delete everything moved to the left let me click on the third one over which in my case is
the home window if I click delete it disappears and the other icons will shift to the left now
remember you have to click OK to save your changes if you close the window without saving the changes
look what happens when I closed the icons came back because I did not click the ok button I
just closed the window let's open up the customize icon bar window and let's click keep clicking the
delete button until all of the icons are removed from the icon bar then to save your changes click
okay we add icons to the icon window so that we can have shortcuts to opening the windows that we
usually use how do we add an icon to the icon bar well first we open the window that we want to make
a shortcut to then we make sure that that window is the active window from the main menu click view
when we do that we will see the pulldown menu will show the name of the window that we are adding
this will be clear as I demonstrate let's take an example let's add the invoice window to the
icon bar so that we can just open it right from the icon bar and not have to remember where the
invoice window is in the main menu first let's open up the invoice window from the main menu
click customers create invoice this is the window that we want to have a shortcut to it happens to
be the active window because it's the only one open from the main menu click view and notice
this says add create invoice to the icon bar the reason create invoice are the words in here is
because that's the active window when we click on it we get the add window 2 icon bar little window
all you have to do is click OK and you notice the invoice icon has been added to the icon bar
close out the invoice window and notice when you click the icon the invoice window comes right back
you don't have to go to the main menu to open the invoice window anymore you can just click it from
the icon bar and it's right there now let's add the sale receipt no to the icon bar from the main
menu click customers enter sale receipt now that the sale receipt window is active we click view
and enter sale receipt to the icon bar when we click here we get this window ad window - icon bar
wait a minute what are these two fields in this window well we have a field cold label and a field
called description the field called label are the words that will show up under the icon so if you
change this to your own words that's what you will see show up under the icon in the icon bar the
description field are the words that will show up under the mouse when you hold the mouse over the
icon and that's also called a screen tip so let's take a look at what happens if we change this
slightly before we click the ok button so let's make a simple change in the label field let's put
the word my my so that we can see it will say my sales receipt in the description let's highlight
the text that QuickBooks put and delete it let's type in I love getting paid by customers I guess
that's the limit to what you can type in when we click OK we now have the shortcut for sale receipt
we can close it out when we click the sale receipt shortcut there it is when we click the invoice
shortcut there it is notice the sale receipt shortcut says my sale receipt now notice the
difference in the screen tip when the mouse comes next to the icon when the mouse comes next to this
icon it says create invoice when the mouse comes close to this icon it says I love getting paid by
customers that's because we change the description in the field and now let's add the trial balance
to the icon bar you will see something interesting any change you make to a report will be remembered
by the icon bar from the main menu click reports accountant & taxes trial balance when the trial
balance first opens up it's too wide and we also have a problem with this date range we
always change the date range in this course to be all transactions regardless of date that was
something we learned before but now the icon ball will remember it will also make the trial balance
a little taller and thinner maybe move it to the top left now the way the trial balance looks right
now is the way it will look when it reopens from the icon bar from the main menu click view and go
down to add trial balance to the icon bar let's change the label to my trial balance so that we
know it's something that we altered slightly then we click OK when we close it out we get
the stupid pop-up about memorizing a report don't be distracted click this box to stop it asking us
and then click no now when we click the icon the trial balance comes up with all however if
we reopen the trial balance from the main menu we see that opening it from the main menu will make
it open the way it looks by default showing whatever the previous month is however when
we open it from the icon bar QuickBooks remembers that we wanted the date range as all let's add the
customer balance detail to the icon VAR you can remove any column from any report with the click
and drag motion then QuickBooks will remember how it looks if we save it to the icon bar