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- Setting General Preferences
- Setting Desktop View Preferences
- Sorting Lists
- Displaying Lists on Forms
- Adding Accounts
- Using Account Numbers
- Adding Customers
- Displaying Detailed Customer Information
- Adding Vendors
- Adding Items
- Adding Information "On-the-Fly"
- Moving Items on a List
- Creating Subitems
- Editing Information on a List
- Hiding Entries on Lists
- Deleting Entries on a List
- Merging Entries on a List
- Printing Lists
- Searching for Transactions
- Generating a QuickReport
- Setting Accounting Preferences
This chapter is from the book
This chapter is from the book
This chapter is from the book
This chapter is from the book
Editing Information on a List
From time to time, you will need to edit information on your lists. You might notice a spelling error, need to change an address, add notes, or add other information that you want to save.
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Open a list. For this example, the Item List is used. You can open this list by selecting Item List from the Lists menu. -
Scroll to the item you want to edit. Some of the item information is displayed to the right of the item name.
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Double-click the name of the item. The Edit Item window appears. -
Make your changes or enter new information about this item. In this example, the rate for repair work has been changed from $35.00 to $40.00. -
Click OK to save the information.
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Using Notes to Enter Customer and Job Information
QuickBooks provides a Notes feature on the Customer:Job list. To use this feature, follow these instructions:
- Click the Customer Center button on the toolbar to the open the Customer Center.
- Click on the name of a customer for whom you want to use the notes feature.
- Click the Edit Notes button.
- In the window that appears, click the Date Stamp button to enter today’s date in the Notepad.
- Enter the notes you want to save in the white text area.
- Click New To Do to enter information for reminders.
- Click OK to close the Notepad.
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