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QuickBooks Chapter 2.53: Customizing Preferences and Lists

Learn how to modify QuickBooks preferences, customize the icon bar and shortcut list, and use the item list and other helpful lists in this chapter.

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QuickBooks Chapter 2.53: Customizing Preferences and Lists

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  1. Chapter 2 53 Customizing QuickBooks

  2. Objectives • Modify QuickBooks Preferences • Customize the Icon Bar and Display • Customize the Shortcut List • Use the Item List and Other Lists • Create and customize sales forms 53

  3. Objective Modify QuickBooks Preferences

  4. QuickBooks Preferences • There are two types of preferences in QuickBooks: • Company Preferences: • Use Company Preferences to 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 • User Preferences: • In QuickBooks, user preferences are specific to the user that is currently using the file • You can identify User Preferences on the My Preferences tab in the Preferences window • The changes will not affect other users of the data file • To access QuickBooks preferences, • Select the Edit menu, and then select Preferences • Then select My Preferences or Company Preferences tab 53

  5. Setting User Preferences • Accounting • Checking • Desktop View • General • Reminders • Reports and Graphs • Service Connection • Spelling 53

  6. User Preferences - Accounting 54

  7. User Preferences – Checking 54

  8. User Preferences – Desktop View 55

  9. User Preferences – General 55

  10. User Preferences – Reminders 57

  11. User Preferences – Reports and Graphs 57

  12. User Preferences – Service Connection 58

  13. User Preferences – Spelling 59

  14. Accounting Checking Finance Charges General Integrated Applications Jobs & Estimates Payroll & Employees Purchases & Vendors Reminders Reports & Graphs Sales & Customers Sales Tax Send Forms Service Connection Tax:1099 Time Tracking Setting Company Preferences 59

  15. Company Preferences - Accounting 59

  16. Company Preferences – Checking 61

  17. Company Preferences – Finance Charges 62

  18. Company Preferences – General 63

  19. Company Preferences – Integrated Applications 63

  20. Company Preferences – Jobs & Estimates 64

  21. Company Preferences – Payroll & Employees 65

  22. Company Preferences – Purchases & Vendors 65

  23. Company Preferences – Reminders 66

  24. Company Preferences – Reports & Graphs 66

  25. Company Preferences – Sales & Customers 67

  26. Company Preferences – Sales Tax 68

  27. Company Preferences – Send Forms 69

  28. Company Preferences – Service Connection 69

  29. Company Preferences – Tax:1099 70

  30. Company Preferences – Time Tracking 71

  31. Objective Customize the Icon Bar and Display

  32. Customizing QuickBooks Icons and Windows There are three menu bars in QuickBooks • Icon Bar • Shortcut List • Open Window List 71

  33. Customizing the Icon Bar There are two ways to customize the Icon Bar: • Using the Customize Icon Bar window • Select the View menu and then select Customize Icon Bar • QuickBooks displays the Customize Icon Bar window • You can add icons, edit or delete existing icons, add separators between icons, and reposition icons • Using the View Menu • To turn the Icon Bar on or off, click Icon Bar on the View menu • To add icon shortcuts to other windows, use the View menu 72

  34. Objective Customize the Shortcut List

  35. Customizing the Shortcut List There are two ways to customize the Shortcut List: • Using the Customize Shortcut List window • Select the View menu and then select Customize Shortcut List • QuickBooks displays the Customize Shortcut List window • You can add or delete shortcuts • To conserve space you can use the Auto Popup setting, which shows the icons of the Shortcut list only and is expanded to display both the icons and labels when you place your cursor over the Shortcut List • Using the View Menu • To turn the Shortcut List on or off, click Shortcut List on the View menu • To add shortcuts to other windows, use the View menu 77

  36. Objective Use the Item List and Other Lists

  37. QuickBooks Items and Other Lists To help you track more details about your sales, QuickBooks provides several lists • The Items List • The Terms List • The Price Levels List • The Templates List 81

  38. QuickBooks Items • The Item list is a very special list which identifies products and services your business purchases and/or sells and are used on the sales forms • QuickBooks automatically handles the behind the scene accounting for items • There are several different types of items in QuickBooks • When you create an Item, you indicate the Item type along with the name of the Item and the account with which the Item is associated • Select the Lists menu and then select Item List • Select the Item menu and then select New 81

  39. Design Service Item 82

  40. Subcontracted Services Item 83

  41. Non-Inventory Parts Item 84

  42. Non-Inventory Parts - Passed Through Item 84

  43. Other Charge Items 85

  44. Sales Tax Items 85

  45. The Terms List • The Terms List is where you define the payment terms for your Invoices and Bills • Select the Lists menu, select Customers & Vendor Profile Lists, and then select Terms List • QuickBooks uses the terms 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 • 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 87

  46. Price Levels List • In QuickBooks Pro or Premier, you can create Price Levels which are used on Invoices or Sales Receipts to adjust the sales amount of particular Items • Select the Lists menu and then select Price Level List • Options when using Price Levels on sales forms: • You can adjust each item individually by selecting the applicable price level in the RATE column drop-down list • You can assign a Price Level to a Customer’s record so QuickBooks will change the default sales price for each sales item for the customer 88

  47. Objective Create and customize sales forms

  48. Custom Fields • When you set up a new Customer or vendor record, you can 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 and you can assign up to seven custom fields each for the customer, vendor, and employees lists 92

  49. Adding Custom Field Data to Customer Records 93

  50. Modifying Sales Form Templates • QuickBooks provides templates so that you can customize your sales forms • You can customize the way your forms appear on both the screen and the printed page • The templates for all forms (invoice, credit memo, Sales Receipt etc.) are in the Templates list • Select the Lists menu, and then select Templates 93

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