Customizing QuickBooks

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Customizing QuickBooks

• 2013

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Objectives

• 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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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

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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

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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

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Customizing QuickBooks Menus and Windows

• Favorite Menu
• Icon Bar

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Customizing the Icon Bar

• Customize using the Customize Icon Bar window
• 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 window-name to
  Icon Bar from the View menu
• Choose an icon and enter a Label, then click OK.

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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

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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

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Item Types

• There are several different types of items in
  QuickBooks

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Service Item
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Subcontracted Services Item
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Non-Inventory Parts Item
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Non-Inventory Parts - Passed Through Item
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Other Charge Items
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Sales Tax Items
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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

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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

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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 Customers
  record price level is set by default

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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

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Adding Custom Field Data to Customer Records
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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

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Summary of Key Points

• 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