Add or Remove an Icon in QuickBooks Pro

Categories: Bookkeeping
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Published on: June 23, 2020

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To change color of icon bar in QuickBooks all you have to do is go to the My Preferences tab where you can check the box for applying colors. If you’re going to use the Icon Bar, we recommend that you set it up to make your most often-used tools prominent. Right-click in the toolbar and click on Customize Shortcuts to open the Customize Icon Bar window.

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We collect your information for our legitimate business purpose only. This information is safe with our in-built security. XLS, XLXS, etc., are supported file formats by Dancing Numbers. You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop. Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Choose the appropriate account you want to use on the new shortcut, then click OK. QuickBooks gives you an Icon Bar filled with items such as Feedback, Remind, User Licenses, App Center, Snapshots, etc. I will place this icon behind the Reports icon.

Hide Zero Quantity Items

First, click the import button on the Home Screen. Then click “Select your file” from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file. Select the settings option in order to right clicking on the start menu.

QuickBooks is the valuable tool which help in creating invoices, pay bills and track expenses. You can customize the toolbar in straight forward. The Lead Center doesn’t have a button on the icon bar. You access the Lead Center through the Customer Center. This is where you can keep information about leads – or prospects who aren’t yet customers. You can enter in prospects and keep track of them using the Lead Center.

upper left corner

In case if you want6 dark then option dark mode option ON otherwise other. Select the make a copy option in order to make duplicate copy of the invoice which you are making. Once you are done now click on the color of your desire and hit the OK button. Choose the color of your wish from the list of colors. Swipe up to the launch app from the home screen of the desktop. Choose Exit button in order to get out from the screen.

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option. Now select the various options in order to customize it like header, columns, print tabs in order to access the form setting which you want. I hope the above article will help you to customize icon bar in QuickBooks Desktop.

Increased Item Group Limit

Using the Icon bar, it becomes easy to navigate through the menu and access QuickBooks services. However, not every icon or service option is available in the menu bar. But, if you want to add any option or icon to the icon bar then you can do that. If you’ve chosen to have multiple windows open simultaneously, you can easily keep track of what’s open—and navigate there quickly—by using the Open Windows list. QuickBooks will open the sidebar shown in Figure 3. This list appears to the left of the main desktop or any open windows.

chart of accounts

You can easily alter them by clicking on one of the hyperlinks. So if Sales Tax is off, for example, click on it, and a window opens that lets you set up a sales tax item. Open up a report that you would like to add to the QuickBooks icon bar, and select ” add to icon bar” from view menu. Open up a form that you would like to add to the icon bar, and select ” add to icon bar” from view menu. First of all, Click the Import available on the Home Screen. For selecting the file, click on “select your file,” Alternatively, you can also click “Browse file” to browse and choose the desired file.

How to Customize icon bar in QuickBooks Desktop?

Backing up your data is commonly practiced among QuickBooks experts. QuickBooks contains a wizard walk through that helps you backup your data to a removable storage device. You also have the option to back up your QuickBooks information to the cloud.

accounting tasks

Simply go to “Customers” and click on “Receive Payments”. With this screen displayed, next click on “View” and select ‘Add “Receive Payments” to Icon Bar…’. Beginning here, you can easily remove the unwanted Icons by selecting the icon and clicking on “Delete”. Highlight and delete as many as you would like to. I personally tend to leave the icons, Home, Customers, Vendors and Employees. Click right on the icon bar and choose the “Customize Icon Bar” option from the menu.

Because you want to start using QuickBooks like a pro, check out these tips from QuickBooks experts. ‘Desktop’ view and click on ‘switch colored icons’, ‘OK’ to close. Then colored icons show up at the bottom of the list of icons that you can choose from.


Click the “xero odbc driver” button from the “Customize Icon Bar” box. Click right on the “My Shortcuts” located on the left menu. Within many of these pages, you can click the tabs at the top of the page to access related page content. Finally, from time to time, Intuit simply changes the names of these commands for various reasons as they release updates.

Before clicking ‘Submit’

I generally start by removing the icons I don’t use. You can reorder icons by clicking on the icon’s diamond and dragging up and down. Separators allow you to put a thin line in between groups of icons.

More than ever, don’t hesitate to contact the office for assistance if you have a QuickBooks or general accounting problem to solve during this challenging period. QuickBooks desktop is a powerful navigational tool, and provides simple maps to all of the program’s functions. Such versatility and customizability contribute to the program’s overall ease of use, and make it a pleasure to use.

1.The default location of the icon bar is on the left. 2.In the Icon Bar Content field, select the name of the icon that you want to edit, then click Edit on the right side of the the dialog box. Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.

There’s no need to export them to Excel to customize. Some companies require that a manager approve all bills before they are entered. You can now provide a copy of a bill that was paid by one company to another for their record keeping. The Calendar Center keeps a calendar of your important transactions and reminders.


Drag the logo file from the desktop to the Layout Designer. QuickBooks allows you to change color of icon bar in QuickBooks based on your preferences. However, most users do not have any clue how to find this feature. Hence, we bring you this guide to show you how you can customize the QuickBooks icon bar. The Navigation Bar in QuickBooks Online provides access to the “+ New” button, which lets you create new transactions.

Even if you do, you’d want to keep track of what you have and what you’ve sold for accounting purposes. Once you pick a color, you will notice the change in the icon bar which looks quite catchy. Once done, click the OK button to save your changes. Click the Company Preferences tab to add or remove icons from the home page. This is also where you turn features on and off. The changes will be reflected in the Icon Bar.

In the Customize Icon Bar window I click the little arrow to the left of Backup! The icons now appear across the top of the screen. Quick Tips Thursday-Invoicing Hello Community! Are you struggling to get customers to pay you on time, or… You can now restart your computer for the changes to take effect.


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