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:
Accounting:
Account numbers
Class tracking
Closing date/Password
Bills:
Due Date
Automatically use discounts and credits
Calendar:
Display and View options
Checking:
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
General:
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
Multi-Currencies:
Turn on multiple currencies
Select Home currency
Payments:
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
Reminders:
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
Search:
Icon bar access
Default data to search
Automatic update
Send Forms:
Default email message text per form
Service Connection:
Connection settings
Authentication
Auto downloading
Spelling:
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.
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!
