QuickBooks 2014: The Missing Manual

Chapter 2. Getting Around in QuickBooks

You have more than enough to do running your business, so you don’t want bookkeeping to take any more time than necessary. QuickBooks’ left icon bar and top icon bar both offer shortcuts to your favorite features. Each icon bar has its pros and cons, so you have to decide which one you prefer (or you can turn them off completely). This chapter shows you how to access QuickBooks’ features from the menu bar and icon bars.

During a rousing bookkeeping session, you might end up with several QuickBooks windows open at the same time. In this chapter, you learn how to work with all the windows you open. If you prefer to focus on one task, you can tell QuickBooks to display only one window at a time. As its name implies, Supermax view supersizes a window so you can see more info without scrolling. You’ll learn lots of window tricks in this chapter.

Another way to get your accounting done quickly and efficiently is by accessing features via the QuickBooks Home page. The page not only provides a visual roadmap of the bookkeeping tasks you perform regularly, but it also gives you quick access to tasks and information related to vendors, customers, and employees, along with the features and overall financial info you use most often. Click an icon, and the corresponding window or dialog box appears, such as Chart of Accounts, Item List, Write Checks, or everyone’s favorite—Make Deposits.

This chapter explains how to use the workflow icons on the Home page, ...