QuickBooks-Desktop-Tip (2)

QuickBooks has a neat feature called Favorites Menu. I don’t see a lot of people using it and I think it’s because it’s not very obvious that it even exists. So, I thought I’d create a short tutorial and share it here. The Favorites Menu can be added to the menu bar and allow for easy access to your favorite items.

To add the Favorites Menu to the menu bar, click View (1) in the menu bar and then click Favorites Menu (2). Once you do this, “Favorites” will appear in the menu bar. To add items to the Favorites Menu, click Favorites (3) in the menu bar and click Customize Favorites (4). This will bring up the Customize Your Menus window. Select the menu items you want (5), click the Add button(6), and repeat steps 5 and 6 for as many items you wish to add. Click the OK button (7) when you’re done
adding items. To see the new items added to your Favorites Menu, click Favorites (8) and see the items (9).

Click on the screenshot below for a larger view.


Hope this helps!

More information like this can be found in my courses here.

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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