How to Customize the Excel Quick Access Toolbar With the Most Useful Commands
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How to Customize the Excel Quick Access Toolbar With the Most Useful Commands

The Quick Access Toolbar is a small, customizable row of buttons in Excel. It gives you one-click access to your most-used commands, saving time and clicks. This article explains what the toolbar is and how to add or remove commands. You will learn how to tailor it for your specific workflow.

Key Takeaways: Customizing the Excel Quick Access Toolbar

  • Right-click any command: Select ‘Add to Quick Access Toolbar’ for the fastest way to customize.
  • File > Options > Quick Access Toolbar: Use this dialog for full control, including adding commands not on the ribbon.
  • Customize Quick Access Toolbar menu (dropdown arrow): Quickly add common commands like New, Open, or Quick Print.

Understanding the Excel Quick Access Toolbar

The Quick Access Toolbar is a persistent set of command icons, typically located above the ribbon. Its primary purpose is to keep essential tools immediately available regardless of which ribbon tab is active. This eliminates the need to switch tabs to find a frequently used function.

By default, it contains Save, Undo, and Redo. However, its power comes from customization. You can add almost any command from Excel’s extensive library, including macros you record yourself. The toolbar can be positioned above or below the ribbon based on your preference.

Prerequisites for Customization

You need a workbook open in Excel. Customizations are saved to your computer and apply to all workbooks by default. You can also choose to save the toolbar layout only to a specific workbook file, which is useful for shared templates.

Steps to Add and Remove Commands

You can modify the Quick Access Toolbar using several methods. The right-click method is fastest for commands visible on the ribbon. The Options dialog provides the most comprehensive control.

  1. Add a command via right-click
    Find the command you want on any ribbon tab. Right-click the command’s button or menu item. From the context menu, select ‘Add to Quick Access Toolbar’. The icon will appear immediately on the toolbar.
  2. Use the Customize Quick Access Toolbar dropdown
    Click the small downward arrow at the far right of the toolbar. A menu of popular commands appears. Check any command to add it. Uncheck a command to remove it. This menu also lets you choose ‘Show Below the Ribbon’.
  3. Use the Excel Options dialog for full control
    Go to File > Options. Select the ‘Quick Access Toolbar’ category on the left. Use the ‘Choose commands from’ dropdown to select a category, like ‘All Commands’ or ‘Commands Not in the Ribbon’. Select a command from the left list and click ‘Add >>’. Use the ‘Modify’ button to change an icon’s display name or symbol.
  4. Remove a command
    Right-click any icon on the Quick Access Toolbar. Select ‘Remove from Quick Access Toolbar’. Alternatively, in File > Options > Quick Access Toolbar, select the command in the right-hand list and click the ‘<< Remove' button.
  5. Reorder commands
    In File > Options > Quick Access Toolbar, select a command in the right-hand list. Use the up and down arrow buttons on the far right to change its position on the toolbar.

Common Mistakes and Limitations to Avoid

Customizing the toolbar is simple, but users often encounter a few specific issues. Knowing these ahead of time helps you use the feature more effectively.

Toolbar customizations not appearing on another computer

The toolbar layout is stored in your Windows user profile on the local computer. It does not travel with your Microsoft account by default. To use a custom toolbar on another machine, you must export the settings or save them to a specific workbook.

Accidentally adding too many commands

The toolbar can become cluttered if you add dozens of icons. This defeats its purpose as a quick-access panel. A good practice is to limit it to between 5 and 15 of your most critical commands. Use the ribbon for less frequent actions.

Cannot find a specific command in the options list

The ‘All Commands’ list in the Options dialog is very long and not alphabetically perfect for grouped commands. Use the ‘Choose commands from’ filter to narrow the list. For example, select ‘File Tab’ to see all commands related to File menu operations.

Quick Access Toolbar Customization Methods Compared

Item Right-Click on Ribbon Toolbar Dropdown Menu File > Options Dialog
Speed Fastest for visible commands Fast for common defaults Slower, most comprehensive
Command Availability Only commands currently on the ribbon Limited pre-selected list All Excel commands and macros
Ability to Reorder No No Yes, with up/down arrows
Icon Customization No No Yes, via Modify button
Save Location Control Applies to all workbooks Applies to all workbooks Can save to all workbooks or this workbook only

Start by adding commands you use multiple times daily, like Sort A to Z, Format Painter, or New Comment. If you often work with specific file types, consider adding the ‘Open Recent’ or ‘E-mail’ command. For advanced control, record a macro for a repetitive task and add it to the toolbar using the Options dialog.