1. 2013

2.  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

3.  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

4.  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

5.  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

6.  Favorite Menu  Icon Bar

7.  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.

8. To help you track more details about your sales, QuickBooks provides several lists: ◦ The Items List ◦ The Terms List ◦ The Price Levels List

9.  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

10.  There are several different types of items in QuickBooks

17.  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

18.  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

19.  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

20.  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

22.  Customize templates to change forms  Select the Lists menu, and then select Templates ◦ Template List contains the templates for all forms

23.  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