People © 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other.

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Presentation transcript:

people © 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Customizing QuickBooks 2014

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Topics QuickBooks Preferences Customizing QuickBooks Menus and Windows QuickBooks Items and Other Lists Custom Fields Modifying Sales Form Templates

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. QuickBooks Preferences Many customizable options allow you to configure QuickBooks There are two types of preferences: – Company Preferences – User Preferences To access QuickBooks preferences: – Select the Edit menu, and then select Preferences – Then select My Preferences or Company Preferences tab

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. User Preferences 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

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Company Preferences 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

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Customizing QuickBooks Menus and Windows Favorite Menu Icon Bar

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Customizing the Icon Bar Customize using the Customize Icon Bar window: – Add icons – Edit or delete existing icons – Add separators between icons – Reposition icons

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. 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

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. QuickBooks Items The Item list identifies products and services purchased and/or sold – Used on the sales forms QuickBooks automatically handles the behind the scene accounting for items

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Item Types There are several different types of items in QuickBooks

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Service Item

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Subcontracted Services Item

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Non-Inventory Parts Item

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Non-Inventory Parts - Passed Through Item

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Other Charge Items

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Sales Tax Items

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. The Terms List 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

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. The Terms List Setup 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

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Price Levels List 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

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Custom Fields 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

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Adding Custom Field Data to Customer Records

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Modifying Sales Form Templates Customize templates to change forms Select the Lists menu, and then select Templates – Template List contains the templates for all forms

© 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other parties’ marks are the property of their respective owners. Summary of Key Points QuickBooks Preferences Customizing QuickBooks Menus and Windows QuickBooks Items and Other Lists Custom Fields Modifying Sales Form Templates

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