Customizing the Toolbar for Business Actions

Jeannie78

Windows 11 - Quicken Classic Business & Personal
Version R60.20 27.1.60.20 ** This may be a bug, as discovered in another thread**
Canada Edition

Is there a way to get the day to day actions on the tool bar, such as the create Invoice, Receive a Payment, Pay Bill.

When I am working with the registers, I always have to click Business, then Create invoice, or the down arrow to get the other actions.
It would be nice to have those buttons on the Task Bar, but only "Personal" actions appear to be able to be added and removed.

Thanks

UKR

You can add action icons to your invoices account register, specific to your needs for this account.

Click the Actions gear icon at the upper right hand corner of the register. Select "Customize action bar" and add your desired icons. In the image above I added "New Customer Invoice" and "New Customer Payment".

Do the same for your Vendor Invoices account, if needed.
You can also add action bar items to your other bank account registers as needed.

Arctic Hare

I suggest moving this post to the Business & Rental Features topic.

UKR

You can add action icons to your invoices account register, specific to your needs for this account.

Click the Actions gear icon at the upper right hand corner of the register. Select "Customize action bar" and add your desired icons. In the image above I added "New Customer Invoice" and "New Customer Payment".

Do the same for your Vendor Invoices account, if needed.
You can also add action bar items to your other bank account registers as needed.

Jeannie78

https://community.quicken.com/discussion/comment/20474502#Comment_20474502

Sorry I thought I was in that section.

Admins please move as suggested.

Quicken Kristina

Hello @Jeannie78,

I moved this discussion to the Business And Rental Property Tools section, per your request.

Thank you!