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Chapter 7. Using Timesaving Features > Add a Memorized Transaction to Your Icon...

Add a Memorized Transaction to Your Icon Bar

If you use the QuickBooks Icon Bar (displayed by choosing Icon Bar from the View menu), you might want to take advantage of this shortcut. You'll save yourself the step of opening the Memorized Transaction list and searching for your memorized transaction. Instead all you have to do is click a button and the memorized transaction appears. Any report, form, or check can appear as a button on your Icon Bar when you follow these simple steps.

Open the report, form, or check that you want to add to the Icon Bar.

Select Add [“active window”] to Icon Bar from the View menu.

In the Add Window to Icon Bar dialog box that appears, scroll through the list at the left to choose an icon for this transaction. Click once on the icon you want to use.

Enter a label for the transaction. This is the text that appears beneath the button on the Icon Bar.

Enter a description for the transaction. This is the text that appears briefly when you pass your cursor over the button on the Icon Bar.

Click OK. The icon for your transaction becomes a permanent part of your Icon Bar.


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