The Favorites menu is yours to fill. Put the menu items you use every day on it, in the order you want, and reach them with one click instead of working through submenus. It sits on the menu bar straight after Lists, as it does in QuickBooks Desktop.
Opening the Favorites menu
- Click Favorites on the menu bar, or rest the pointer on it.
- Press Alt+T (the t in Favorites is underlined). It is not Alt+A, because Alt+A (like Alt+S) saves the form in front of you, as in QuickBooks.
What the menu shows
- The items you chose, in your order. Each one works exactly as it does on its own menu: Create Invoices on Favorites opens Create Invoices just as Customers ▸ Create Invoices does, with the same permission checks.
- A grey line (only when you have chosen something).
- Customize Favorites…, which is always there.
A favourite your role cannot open is not drawn, the same as on the other menus.
Customize Favorites
Choose Favorites ▸ Customize Favorites… to open the Customize Your Menus window.
| Part | What it does |
|---|---|
| Available Menu Items | Every item on the File, Edit, View, Lists, Company, Customers, Vendors, Employees, Banking, Reports, Inventory, Forecast, Amazon and Help menus, shown with its menu path (for example Customers ▸ Create Invoices or Reports ▸ Banking ▸ Missing Cheques). Items already chosen are not repeated here. The Window menu's items are not offered. |
| Search… | Type part of a name or path to narrow the list, for example cheque or aging. |
| Add > | Moves the item selected on the left to the end of your chosen list. You can also press and hold an item on the left to add it. |
| < Remove | Takes the item selected on the right off your list. |
| Chosen Menu Items | Your Favorites, in the order they will appear. |
| Move Up / Move Down | Moves the selected chosen item one place up or down. |
| OK | Saves your list; the Favorites menu changes at once. |
| Cancel | Closes the window without changing anything. |
To add a favourite
- Choose Favorites ▸ Customize Favorites….
- Type part of its name in Search…, or scroll the Available Menu Items list.
- Click the item, then click Add >.
- Use Move Up and Move Down to put it where you want it.
- Click OK.
To remove a favourite
- Open Customize Favorites….
- Click the item under Chosen Menu Items, then < Remove.
- Click OK.