Chapter 2 Chapter 2 Page ref Customizing QuickBooks 53 Chapter 2 Objectives 1 Modify QuickBooks Preferences 2 Customize the Icon Bar and Display 3 Customize the Shortcut List 4 Use the Item List and Other Lists 5 Create and customize sales forms Page ref 53 2 Chapter 2 Objective Modify QuickBooks Preferences McGraw Hill Irwin Introduction to QuickBooks Pro 2004 2005 The McGraw Hill Companies Inc All Rights 3 Chapter 2 1 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 2 To access QuickBooks preferences Select the Edit menu and then select Preferences Then select My Preferences or Company Preferences tab Page ref 53 4 Chapter 2 1 2 3 4 5 6 7 8 Setting User Preferences Accounting Checking Desktop View General Reminders Reports and Graphs Service Connection Spelling Page ref 53 5 Chapter 2 User Preferences Accounting Page ref 54 6 Chapter 2 User Preferences Checking Page ref 54 7 Chapter 2 User Preferences Desktop View Page ref 55 8 Chapter 2 User Preferences General Page ref 55 9 Chapter 2 User Preferences Reminders Page ref 57 10 Chapter 2 User Preferences Reports and Graphs Page ref 57 11 Chapter 2 User Preferences Service Connection Page ref 58 12 Chapter 2 User Preferences Spelling Page ref 59 13 Chapter 2 1 2 3 4 5 6 7 8 Setting Company Preferences Accounting Checking Finance Charges General Integrated Applications Jobs Estimates Payroll Employees Purchases Vendors 9 10 11 12 13 14 15 16 Reminders Reports Graphs Sales Customers Sales Tax Send Forms Service Connection Tax 1099 Time Tracking Page ref 59 14 Chapter 2 Company Preferences Accounting Page ref 59 15 Chapter 2 Company Preferences Checking Page ref 61 16 Chapter 2 Company Preferences Finance Charges Page ref 62 17 Chapter 2 Company Preferences General Page ref 63 18 Chapter 2 Company Preferences Integrated Applications Page ref 63 19 Chapter 2 Company Preferences Jobs Estimates Page ref 64 20 Chapter 2 Company Preferences Payroll Employees Page ref 65 21 Chapter 2 Company Preferences Purchases Vendors Page ref 65 22 Chapter 2 Company Preferences Reminders Page ref 66 23 Chapter 2 Company Preferences Reports Graphs Page ref 66 24 Chapter 2 Company Preferences Sales Customers Page ref 67 25 Chapter 2 Company Preferences Sales Tax Page ref 68 26 Chapter 2 Company Preferences Send Forms Page ref 69 27 Chapter 2 Company Preferences Service Connection Page ref 69 28 Chapter 2 Company Preferences Tax 1099 Page ref 70 29 Chapter 2 Company Preferences Time Tracking Page ref 71 30 Chapter 2 Objective Customize the Icon Bar and Display McGraw Hill Irwin Introduction to QuickBooks Pro 2004 2005 The McGraw Hill Companies Inc All Rights 31 Chapter 2 Customizing QuickBooks Icons and Windows There are three menu bars in QuickBooks 1 Icon Bar 2 Shortcut List 3 Open Window List Page ref 71 32 Chapter 2 Customizing the Icon Bar There are two ways to customize the Icon Bar 1 Using the Customize Icon Bar window 2 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 Page ref 72 33 Chapter 2 Objective Customize the Shortcut List McGraw Hill Irwin Introduction to QuickBooks Pro 2004 2005 The McGraw Hill Companies Inc All Rights 34 Chapter 2 Customizing the Shortcut List There are two ways to customize the Shortcut List 1 Using the Customize Shortcut List window 2 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 Page ref 77 35 Chapter 2 Objective Use the Item List and Other Lists McGraw Hill Irwin Introduction to QuickBooks Pro 2004 2005 The McGraw Hill Companies Inc All Rights 36 Chapter 2 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 Page ref 81 37 Chapter 2 1 2 3 4 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 Page ref 81 38 Chapter 2 Design Service Item Page ref 82 39 Chapter 2 Subcontracted Services Item Page ref 83 40 Chapter 2 Non Inventory Parts Item Page ref 84 41 Chapter 2 Non Inventory Parts Passed Through Item Page ref 84 42 Chapter 2 Other Charge Items Page ref 85 43 Chapter 2 Sales Tax Items Page ref 85 44 Chapter 2 1 The Terms List The Terms List is where you define the payment terms for your Invoices and Bills 2 3 4 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 Page ref 87 45 Chapter 2 1 Price Levels List In