Closing out the new history button in the Customer or Vendor Section

I guess with all new improvements, they take some getting used to.  I am the biggest offender of this because when the home page was introduced, I quickly shut it off because I could not see a need for it.  I was so used to using the icons.  It wasn't until an employee asked me, "how come every time you work in a customer's file, you shut off the home page?"  And then she went on to tell me that this is how she finds areas in QuickBooks.  This is the only way she had known QuickBooks to look like. 

Of course, now I find the home page to be an effective teaching tool.

So onward to the topic of my blog.  A new feature in QuickBooks 2011 is this history panel that shows up in the customer>invoice or vendor>enter bills area:

Click photo to enlarge

Now there is this small blue arrow at the top of the history screen, just to the left of Heather Campbell's name.  Click that and your history page will close. 

I like the history box but I have worked on some of my client's computers that are not as speedy as mine and this new feature causes a delay in working in the program.  Only a few seconds, but every second counts, right?  To get the screen to return, click that same blue arrow, which will move to the right.

But if you don't have a delay, consider keeping the history button open.  I find it to be a handy way of looking as past transactions. 

Lynda

Check out my website www.artesanibookkeeping.com