QuickBooks 2015: 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’ icon bar (which comes in two flavors: left and top) offers shortcuts to your favorite features. Each version of the icon bar has its pros and cons, so you have to decide which one you prefer (or you can hide them). This chapter shows you how to access QuickBooks’ features from both 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. For example, if you prefer to focus on one task, you can tell QuickBooks to display only one window at a time.

Another way to get your accounting done quickly and efficiently is by accessing features via the QuickBooks Home Page. This 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, as well as the Vendor, Customer, and Employees Centers that open when you click the corresponding buttons in the ...