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Level 3

Add Credit Card and Deposit to Icon Bar

I have customized my Icon Bar, but I cannot figure out how to add the functions to do DEPOSITS and CREDIT CARDS to it.

 

Is this available? Is it a feature that has already been requested?

 

Please advise.

Solved
Best answer August 19, 2020

Best Answers
Community Champion

Add Credit Card and Deposit to Icon Bar

You can easily add most windows to the icon bar.

 

To do this, open the window (the Deposit or the Credit Card Charge window) and then pick View  and then Add [window name] to Icon Bar...

 

Then you can pick the icon and name to use:

Capture.JPG

View solution in original post

6 Comments
QuickBooks Team

Add Credit Card and Deposit to Icon Bar

Thanks for sharing the details with me, @Roberto Verde.


Allow me to walk you through the steps on how to add a Deposit and a Credit Card icon in your Icon bar. This way, you can easily access them in your QuickBooks Desktop (QBDT) software. 

 

To add a Credit Card icon in your Icon bar:

  1. Open your QBDT software.
  2. Right-click anywhere on My Shortcuts menu and click Customize Shortcuts.
  3. Click Add.
  4. Select Credit Cards and click OK to add it to your Icon bar.
  5. Then click OK when done.1.JPG

     

Then to add a Deposit Icon Bar:

  1. Go to the Banking menu.
  2. Select Make Deposits.
  3. Click the View menu and select Add “Make Deposits” to icon Bar1.JPG
  4. Then click OK.

Additionally, you can also change the placement of your Icon Bar. Just go to the View menu and select either Top Icon Bar or Left Icon Bar

 

Let me also add this article that serves as your guide in recording bank deposit in QBDT: Record and make Bank Deposits in QuickBooks Desktop.

 

Tag me in if you have other concerns or questions in navigating your QBDT software @Roberto Verde. I’ll be more than happy to assists you anytime.

Level 3

Add Credit Card and Deposit to Icon Bar

@JasroV 

 

Thanks for this. I think I made one error. I don't need that credit card added – that seems to be for receiving payments via credit card. I just wanted an icon to add credit cards charges manually (to a credit card account – like writing a check for a bank account).

 

Regarding the deposit issue – it seems a poor choice to have to mouse to a drop-down menu when the function could just be placed on the icon bar.

 

What is the method to get this feedback to the development team? Am I the only person who has raised this issue. We are a high transaction business, and like I said, mousing to a drop-down is not great – especially when the team took the effort already to make a customizable icon bar.

 

Just my two cents.

 

 

QuickBooks Team

Add Credit Card and Deposit to Icon Bar

Hello there, Roberto Verde. 

 

I'll surely take note of this suggestion. In the meantime, you can create bank deposits through the Banking menu. Another option for you to send feedback is to click No on this article and enter your feedback. Then, Submit.

 

For feature updates and on what's new with QuickBooks, you can check out our QuickBooks Blog

 

Always know the Community is here to help you if there's anything else that you need assistance with. You take care!

Community Champion

Add Credit Card and Deposit to Icon Bar

You can easily add most windows to the icon bar.

 

To do this, open the window (the Deposit or the Credit Card Charge window) and then pick View  and then Add [window name] to Icon Bar...

 

Then you can pick the icon and name to use:

Capture.JPG

View solution in original post

Community Champion

Add Credit Card and Deposit to Icon Bar

@JasroV 

RE: Allow me to add some information about adding a Deposit icon in your Icon Bar. The option to do so isn’t possible in QuickBooks Desktop (QBDT)

 

It is. This has been a feature ("option"?) in QB Desktop for more than two decades.

Level 3

Add Credit Card and Deposit to Icon Bar

@BigRedConsulting 

 

Thank you SO MUCH for chiming in on this question. You nailed it! This was exactly what I was looking for.

 

I just wish the team members had the breadth of knowledge that you do.

 

It seemed like if a "short cut" bar existed, then anything should be able to be added. Now I can see that the developers took care of this a long time ago.

 

Again, thanks for the help!!

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