Creating Groups for the Icon Bar

By adding a separator line between icons, we combine additional functions into Groups. At the end of the Icon Bar we add customized Reports to evaluate the performance of our business.

The Outflow Group Money usually flows out when the following actions are performed: Write a check; Enter and pay a bill; Pay payroll; Enter a credit card charge.

Right Side of Icon Bar

 

Distribution Group Once the money has flowed into the business we want to see how the money is distributed. This is represented by the Chart of Accounts which gives us our pathway to access the accounts where the money has been allocated, and the check register which shows the details of each transaction. Therefore the Distribution Group is represented by the icons on the right  which are placed immediately to the right of the Inflows Group on the Icon Bar.

 

Lists Group To the right of the Distribution group we create our Lists group. These are the names and items that are used most frequently in QuickBooks. They comprise the Customer, Vendor, and Items lists