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Customize Subaccounts Presentation

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1 Customize Subaccounts Presentation
Ch.12 Customizing Company File Use, Customize & Change Default Setting Home Page Customize the Desktop Icon Bars Left & Top Icon Bar Customize Subaccounts Presentation Chart of Accounts List Window Presentation Lists and Activities Windows Presentation Merge Entries Vendors, customers, accounts, services items, and inventory part items Chart of Accounts Create Custom Fields Customers, vendors, employees, or items List or Center Customize Activities Windows and Printed Documents Change the Default Setting of a Window Change Printed Docs Because of Data Entered in a Window

2 Memorized Transactions
QuickBooks Letters Company  Prepare Letters with Envelopes Memorized Transactions Regular/Routine Transaction Modify Report – Display Tab Modify Report – Header/Footer Tab Customize the Appearance of Report Customize Report Button Memorize Button Collapse/Expand Button Share Template Button Report Center  Contributed tab Create New Worksheet Update Existing Worksheet Excel Button

3 Process Multiple Report
Reports Process Multiple Reports Set Default Settings in Reports Preferences Reports & Graphs  Format Company Financial Income & Expense Graph Graphs Reports No need to close books on fiscal year end Owner’s Equity & Net Income Income Statement accts start with a ZERO balance Fiscal Year Fiscal Year Closing Set Closing Date Company  Set Closing Date New Fiscal Year File  Utilities  Condense Data

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