Transcript Customizing-13

2013
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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
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Many customizable options allow you to
configure QuickBooks
There are two types of preferences:
◦ Company Preferences
◦ User Preferences
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To access QuickBooks preferences:
◦ Select the Edit menu, and then select Preferences
◦ Then select My Preferences or Company
Preferences tab
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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
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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
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Favorite Menu
Icon Bar
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Customize using the Customize Icon Bar
window:
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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 “windowname” 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
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The Item list identifies products and services
purchased and/or sold
◦ Used on the sales forms
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QuickBooks automatically handles the behind
the scene accounting for items
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There are several different types of items in
QuickBooks
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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
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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
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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
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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
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You can define up to fifteen custom fields in
the QuickBooks data file
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Customize templates to change forms
Select the Lists menu, and then select
Templates
◦ Template List contains the templates for all forms
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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