In many instances organization is the key to success…especially when it comes to accounting. With better organization usually comes greater efficiency. QuickBooks is a great software and it allows for great customization which can allow for better organization. One of the features I particularly like is the ability to organize the Icon Bar.

The Before picture shows the same Icons as the After picture. The difference isn’t just the dividers I added, but I also grouped the Icons to make sense to me. So the first group is company related, the second group is customer related, the third group is vendor related, and the fourth group is my reminders. I put the reminders here because I don’t want the Reminder Icon to get lost within the company group. This method may or may not work for you, but the cool part is you can organize the icons how you see fit; that’s the beauty of customization:‑)

Here’s how I accessed the menu to organize the Icon Bar:
Click View (1) in the menu bar. Click Customize Icon Bar (2). Click on the desired Icon (3). As the note says “To reorder the icons, drag an icon’s diamond up or down to the position you want.” Additionally, you can add a separator by clicking the Add Separator button (4) Click the OK button (5). The changes will be reflected in the Icon Bar.

Click on the screenshot below for a larger view.

Hope this helps!
Scott

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Author: Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on QBScott.com.Certifications include: Certified Public Accountant (CPA) | Certified Bookkeeper (CB) | Advanced Certified ProAdvisor for QuickBooks Desktop | Advanced Certified ProAdvisor for QuickBooks Online | Certified ProAdvisor for QuickBooks Enterprise | Certified ProAdvisor for QuickBooks Point Of Sale