Putting Customized Reports on the ICON Bar to Save Time Performing Routine Tasks

QuickBooks allows you to add the forms and reports you want at your fingertips to the ICON bar. In this example, I create a custom report that allows someone matching bills to items received on purchase orders to quickly get the job done, with just two clicks of the mouse.

First, I use the “Custom Transaction Detail Report” to select the transaction type “item receipts” in the account “accounts payable for all date ranges. I total this report by vendor and select only the columns I want to display. I change the report title to “Item Receipts Pending Bills” and am ready to add the report to my ICON bar.

From the QuickBooks menu, select “View” and “Add Custom TRansaction Detail Report” to ICON bar.


Enter “Item Receipts” for the Label and Description for the icon, click OK, and the icon is added



Now I have it on the icon bar but I want to reposition it to the left of the “Help” icon. Hold your mouse pointer over the icon bar, right click, and select “Customize Icon Bar”. Use you mouse to drag the “Item Receipts” row above the “Help” row and the former will move to the left. Click OK and you now have a custom report at your findertips.



Now you can open the report from the icon bar, select the item receipt that matches your bill and check "Bill Received" to convert the item receipt to a bill. Click OK to save the transaction and ESCape to return to the report to select the next item receipt.



Robert Guild is certified QuickBooks ProAdvisor in Austin, TX who conducts CPE courses for CPAs and individual training and group classes to QuickBooks users. His company at www.QBCoach.biz, maintains a sixteen-station QuickBooks lab, providing hands-on training. You can contact him directly at rguild@QBCoach.biz or follow him on twitter at QBPro