Adding or Changing Information After the Interview Is Completed
- Setting General Preferences
- Setting Desktop View Preferences
- Sorting Lists
- Displaying Lists on Forms
- Adding Accounts
- Using Account Numbers
- Adding Customers
- Displaying Detailed Customer Information
- Adding Vendors
- Adding Items in the List Window
- Types of Items
- Using Items on Forms
- Adding Information On-the-Fly
- Moving Items on a List
- Creating Subitems
- Editing Information on a List
- Using Notes to Enter Customer and Job Information
- Hiding Entries on Lists
- Using the Activities Menu on Your Lists
- Deleting Entries on a List
- Merging Entries on a List
- Printing Lists
- Searching for Transactions
- Generating a QuickReport
- Setting Accounting Preferences
What You'll Do
Set General Preferences
Set Desktop View Preferences
Sort a List
Display Lists on Forms
Add an Account
Use Account Numbers
Display Detailed Customer Information
Add Items in the List Window
Add Information “On-the-Fly”
Move Items on a List
Create a Subitem
Edit Information on a List
Hide Entries on Lists
Delete Entries on a List
Merge Entries on a List
Print a List
Search for a Transaction
Generate a QuickReport
Set Accounting Preferences
In the first chapter, you learned how to set up your company using the EasyStep Interview. Because the interview gathers the basic start-up information necessary to use your QuickBooks program, you can now use QuickBooks on a daily basis in a style that fits your business needs, without having to continually re-enter those pieces of information.
That said, you might find that you need to enter more information into your QuickBooks company file after the interview is completed. Using the information presented in this chapter, you'll be able to customize your QuickBooks experience so that the program produces exactly the results your company requires as well as being able to add additional information that you might have skipped over or not thought of during the interview process.
QuickBooks uses lists to keep track of everything, including your chart of accounts, your company's vendors and customers, employees, jobs on which you're working, different options for terms of payment, payroll items that are used for paychecks, and more. Anything that's entered on a QuickBooks form is stored in a list. In this chapter, you'll learn how to add to lists, change information already existing on lists, change the placement of list entries, sort lists, remove entries from lists, and combine list entries. When you change an item on a list, those changes carry through to the forms you use in QuickBooks and the reports you create.
Setting General Preferences
QuickBook's general preferences affect the way the program works and provide you with an opportunity to set technical performance options, such as what happens when you press the Enter key, how information appears on your screen, and how the editing features work. After you've used QuickBooks for a while, you might want to revisit the general preferences and make changes to those preferences to make your time spent in QuickBooks easier or more efficient.
Set Personal General Preferences
- Open the Preferences dialog box by selecting Edit, Preferences.
- Click the General option on the left side of the Preferences dialog box.
- Click the My Preferences tab at the top of the dialog box if that tab is not already selected.
- Check the Pressing Enter Moves Between Fields box if you want to use the Enter key to move between fields the way the Tab key works; otherwise pressing Enter typically completes a transaction.
- Check the Automatically Open Drop-Down Lists When Typing box if you want QuickBooks to always display a list of options for your data fields.
- If Beep When Recording a Transaction is checked, you'll hear a “beep” sound every time you complete a transaction.
- If you want to type 1234 and have it appear as 12.34, check the Automatically Place Decimal Point box; otherwise 1234 will appear as 1,234.00.
- Checking the Warn When Editing option results in a pop-up box appearing every time you make changes to a previously saved transaction.
- The Warn When Deleting option causes a pop-up warning to appear whenever you attempt to delete a transaction or an item that hasn't been used.
- Check Bring Back All One Time Messages to restore those QuickBooks pop-up reminder messages that give you an option to check the box if you don't want to see the message again.
- If the QuickBooks pop-up sales pitch messages are sounding a bit too familiar, you can turn them off completely by checking this box (or uncheck if you want to start seeing them again).
- Check the Automatically Recall option if you want QuickBooks to read your mind. As soon as you start typing, QuickBooks finds the customer or vendor that matches your entry and fills in all related information.
- When you check the ToolTips option and then place your mouse pointer over a field where the text is too long for the field, QuickBooks displays the extended text.
- Select Use Today's Date As Default for new transactions, or you can choose the Use the Last Entered Date As Default box instead.
- Choose how you want QuickBooks to treat customized descriptions that you enter on forms—keep the description you enter on a form even if you change the item selection (Always), remove the descsription when an item is changed (Never), or Ask with each circumstance.
Set Company General Preferences
- With General selected on the left side of the Preferences dialog box, click the Company Preferences tab at the top of the box.
- Choose whether you prefer to have time shown in decimal or actual minutes format. The Minutes choice is significant if you use QuickBooks for tracking time.
- Check the Always Show Years As 4 Digits (1999) box, or uncheck the box if you want to display two-digit years.
- If you change vendor or customer information that appears on a form, QuickBooks will prompt you to update the records for that customer or vendor with the new information. Checking the last check box on the Company Preferences tab prevents QuickBooks from changing previously saved information.