Quick Access Toolbar

Updated: 2020-08-26

The quick access toolbar is located at the top left of the TaxCycle or DoxCycle window. Customize this toolbar to access the functions you use most frequently. You can customize this toolbar to meet your needs.

Add or Remove Items From the Toolbar

To add or remove items from the quick access toolbar:

1. Click on the down arrow at the far right of the toolbar.
2. Select the item you want. This adds a check mark next to the item and displays it on the toolbar.
3. Select an item with a check mark to remove it from the toolbar.

Move the Toolbar Below the Ribbon

To position the toolbar below the ribbon:

1. Click the down arrow to the far right of the toolbar and choose Show quick access toolbar below the ribbon. It shows like this:
   
2. Click the down arrow to the far right of the toolbar and choose Show quick access toolbar above the ribbon to return it to its default position.

Reset the Quick Access Toolbar

To reset the buttons on the toolbar:

1. Click the down arrow to the far right of the toolbar.
2. Choose Reset Quick Access Toolbar to return to the default buttons.

Sort Toolbar Items

To help you find the items you need in the menu, you can sort the items. By default, they appear in alphabetical order. However, you can sort them to show in the order they appear on the ribbon. For example, items on the Home tab will appear before the items on the Data tab:

1. Click the down arrow to the far right of the toolbar.
2. Choose Sort items in order of appearance.