QuickBooks -- Have it YOUR Way!

Whether you are creating a new company file or you are working in a file that's been around for a while, you can set up the QuickBooks® program to perform all the functions you require. In QuickBooks, Preferences allow users to activate/deactivate program features and customize how these features will work. Some of the features that can be customized include:


  • Account numbers
  • Class tracking
  • Closing date/Password


  • Due Date
  • Automatically use discounts and credits


  • Display and View options


  • Default accounts
  • Check voucher details
  • Autofill payee account number in check memo

Desktop View:

  • Features to show on Homepage
  • Desktop options
  • Color scheme
  • Windows settings

Finance Charge:

  • Interest rate
  • Minimum finance charge
  • Grace period


  • Data entry tools and defaults
  • Time/date format
  • Automatic recall for transactions

Integrated Applications:

  • Application access and notification

Items & Inventory:

  • Activate Inventory and purchase orders
  • Unit of Measure

Jobs & Estimates:

  • Job status
  • Estimates
  • Progress Invoicing


  • Turn on multiple currencies
  • Select Home currency


  • Credit Card
  • eCheck and Paper Check processing options
  • Applying customer payments

Payroll & Employees:

  • Payroll service selection
  • Employee list sorting
  • Employee defaults
  • Paystub & voucher printing
  • Payroll entry and job costing


  • List view
  • Reminder timing

Reports & Graphs:

  • Refresh options
  • Cash/Accrual basis
  • Aging
  • Statement of cash flows setup

Sales & Customers:

  • Default shipping method
  • Price levels
  • Packing slip templates
  • Sales orders

Sales Tax:

  • Feature Activation
  • Default tax code and item
  • Cash/Accrual liability
  • Payment frequency


  • Iconbar access
  • Default data to search
  • Automatic update

Send Forms:

  • Default email message text per form

Service Connection:

  • Connection settings
  • Authentication
  • Auto downloading


  • Feature activation
  • Spell check options

Tax / 1099:

  • Feature activation
  • Default accounts
  • Threshold limits

Time Tracking:

  • Feature activation
  • Default work week
  • Markup %
  • Reimbursed expense options

To access these preferences, simply choose Preferences from the Edit menu.

QuickBooks Preferences

All options listed on the Company Preferences tab can only be accessed/changed by the QuickBooks Administrator. Each user can customize any preference located on the My Preferences tab.

Contact our office if you have any questions about QuickBooks customization. We're here to help!

We Help You Get to Your Next Level™

Get in touch today and find out how we can help you meet your objectives.

Call Us