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blucarelli
Level 1

I want to customize the "customize icon bar" with an item (bank account) not listed in the list. What should I do?

 
7 Comments 7
Kendra H
QuickBooks Team

I want to customize the "customize icon bar" with an item (bank account) not listed in the list. What should I do?

Good morning, @blucarelli.

 

I'm here to provide clarification by customizing your Customer Icon Bar with a bank account.

 

You can do tasks easier and faster when you customize your QuickBooks Icon Bar. By clicking the Customize Shortcuts option, you can choose those shortcuts as well as many others.

 

Here's how to customize your Icon bar:

  1. Open your QuickBooks Desktop company.
  2. Right-click anywhere on My Shortcuts in the left menu, then choose Customize Shortcuts.
  3. Sort through the Icon Bar Content until you find Bank Feeds.
  4. Once you've clicked on Bank Feeds, go to Add and select Bank Feeds, then OK.
  5. Choose OK.

Once you've completed those steps, you'll find the Bank Feeds shortcut will be on the left menu.

 

That should do it. If you have any more questions or concerns, please don't hesitate to reach back out. Have a safe and productive rest of your week!

BigRedConsulting
Community Champion

I want to customize the "customize icon bar" with an item (bank account) not listed in the list. What should I do?

"bank account"?  What do you want to happen when you click your new button?

MikeD20
Level 1

I want to customize the "customize icon bar" with an item (bank account) not listed in the list. What should I do?

This is the correct answer to your question for QB Desktop on Windows:

 

  1. Go to the Banking menu at the top.
  2. Select Use Register
  3. Choose the appropriate account you want to use on the new shortcut, then click OK
  4. Go to the View menu at the top.
  5. Click Add “Checking/Account” to Icon Bar..
  6. Under the Add Window to Icon Bar prompt, change Label to the text of your choosing and Click OK.

 

 

ShelleyO
Level 2

I want to customize the "customize icon bar" with an item (bank account) not listed in the list. What should I do?

I am trying to add the merchant service center and the merchant bank deposit windows to my top icon bar- the area that says "add to icon bar" is grayed out?  Any ideas? They are not choices in the customize window..

AbegailS_
QuickBooks Team

I want to customize the "customize icon bar" with an item (bank account) not listed in the list. What should I do?

Thanks for posting your concern here in the Community, @ShelleyO.

 

I'm here to help you add these options to your icon bar. 

 

Let's make sure that you already set-up your merchant account.

 

Then, if you're still having the same issue. I suggest updating QBDT to the latest release. QuickBooks provides maintenance release and product updates to fix known issues, add features and enhancements, as well as update compliance information.

 

To manually update:

 

  1. Search for QuickBooks Desktop. Right-click the icon and select Run as administrator.
  2. From the No Company Open screen, go to the Help menu and select Update QuickBooks Desktop.
  3. Click the Options tab and select Mark All and then choose Save.
  4. Go to the Update Now tab and select the Reset Update checkbox.
  5. Click Get Updates.

Once done, close and reopen QBDT. To install the updates, select Yes. You can now restart your computer for the changes to take effect. 

 

For more information on how to check if you have the latest release and on how to schedule future automatic updates, refer to this article: Update QuickBooks Desktop to the latest release.

 

If the same thing happens, we can verify and rebuild your data. By doing this, we can identify and resolve the most commonly known data issues within your company file.

 

I'm always here to help you. Just click the Reply button to add a comment. Have a pleasant day.

Reconciled
Level 1

I want to customize the "customize icon bar" with an item (bank account) not listed in the list. What should I do?

This answer was the right one! Tks MikeD20!

LeizylM
QuickBooks Team

I want to customize the "customize icon bar" with an item (bank account) not listed in the list. What should I do?

Hello, Reconciled.

 

We in the Community are extremely happy that you were able to find my colleague's post helpful and able to resolve your issue. We're more than happy to help you if you need more assistance.

 

If you need tips and resources to manage your QuickBooks Online account and finances, feel free to visit our Support page to learn more. This provides information to help your navigation experience be more effective.


Keep us posted if you have other questions or concerns. I’m here to help you out. Take care and have a great day!

 

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