2013

Modify QuickBooks Preferences Customize QuickBooks Menus and Windows Customize the Icon Bar and Display Settings Use the Item List and Other Lists Use Custom Fields to Track Extra Data on

Transactions Create and customize sales forms

Many customizable options allow you to configure QuickBooks

There are two types of preferences:◦ Company Preferences◦ User Preferences

To access QuickBooks preferences: ◦ Select the Edit menu, and then select

Preferences◦ Then select My Preferences or Company

Preferences tab

User preferences are specific to the user that is currently using the file

My Preferences tab in the Preferences window

Changes do not affect other users

Company Preferences make global changes to the features and functionality of the data file

Only the Administrator of the data file can make changes to Company Preferences

Favorite Menu Icon Bar

Customize using the Customize Icon Bar window: ◦ Add icons◦ Edit or delete existing icons◦ Add separators between icons◦ Reposition icons

Using Add “window-name” to Icon Bar:◦ With the window open, select Add “window-

name” to Icon Bar from the View menu◦ Choose an icon and enter a Label, then click

OK.

To help you track more details about your sales, QuickBooks provides several lists: ◦ The Items List ◦ The Terms List ◦ The Price Levels List

The Item list identifies products and services purchased and/or sold◦ Used on the sales forms

QuickBooks automatically handles the behind the scene accounting for items

There are several different types of items in QuickBooks

Payment terms for your Invoices and Bills Terms used to calculate when the Invoice or

Bill is due If the terms specified on the transaction

include a discount for early payment, QuickBooks also calculates the date on which the discount expires

Select the Lists menu, select Customers & Vendor Profile Lists, and then select Terms List

QuickBooks allows you to define two types of terms:◦ Standard terms calculate based on how many

days from the Invoice or Bill date the payment is due or a discount is earned

◦ Date-Driven terms calculate based on the day of the month that an Invoice or Bill is due or a discount is earned

Adjust the sales amount of particular Items You can adjust each item individually by

selecting price level in the RATE column drop-down list

You can assign a Price Level to a Customer’s record price level is set by default

Define custom fields for tracking additional information specific to your customers, vendors, and employees:◦ Click the Define Fields button on the Additional

Info tab of a Customer or Vendor record You can define up to fifteen custom fields in

the QuickBooks data file

Customize templates to change forms Select the Lists menu, and then select

Templates◦ Template List contains the templates for all forms

Modify QuickBooks Preferences Customize QuickBooks Menus and Windows Customize the Icon Bar and Display Settings Use the Item List and Other Lists Use Custom Fields to Track Extra Data on

Transactions Create and customize sales forms