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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
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This chapter is from the book
This chapter is from the book
This chapter is from the book
This chapter is from the book
Setting Accounting Preferences
Accounting preferences are rules for your QuickBooks program that relate to your company’s unique way of using this program. Included in this section are the opportunity to turn on or off the account numbering feature and the opportunity to use other important features such as class tracking and automatically assigning numbers to journal entries. There’s also an option here to require users to enter account numbers on QuickBooks forms.
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Open the Preferences window by selecting Edit, Preferences. Click the Accounting icon on the left side of the window. -
Click the Company Preferences tab at the top of the window. -
Check the Use Account Numbers box to turn on the account numbers feature. -
Check the Show Lowest Subaccount Only box if you use account numbers and you can display subaccounts independent of their parents on reports. -
Check the Require Accounts box to prevent a user from exiting a form without entering related account information. When this box is left unchecked, transaction information not assigned to accounts gets placed in the Uncategorized Income or Uncategorized Expense accounts.
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Check the Use Class Tracking box to enable the Class feature in QuickBooks. If you check this feature, you have an option of requesting that the user be prompted to assign classes. -
Check the Automatically Assign General Journal Entry Number box if you want QuickBooks to keep track of the last journal entry number you used and automatically increment the number for the next journal entry. -
Check the Warn When Posting a Transaction to Retained Earnings box if you want QuickBooks to provide a pop-up warning when changes are about to be made to Retained Earnings. -
Check the Date Warnings options and set a range of days in the past and the future if you want to receive a warning box alerting you to transactions that have dates outside the designated range. -
Click Set Date/Password to set up a closing date and password protection for entries that occurred before your closing date.
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Indicate a date in the Closing Date field after which no entries can be made to your company file unless a password is entered. -
Enter a password to protect entries that occurred before your closing date. -
Re-enter the password. -
Click OK. -
Click OK to close the Preferences window.
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