Chapter 7 Customizing QuickBooks by DmbDcfA4

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									Customizing
QuickBooks
  Chapter 7
                    Objectives
• Modify QuickBooks User Preferences
• Modify QuickBooks Company 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
PAGE REF # 325   CHAPTER 7: Customizing QuickBooks   SLIDE # 2
      QuickBooks Preferences
• QuickBooks has many customizable options that
  allow you to configure the program to meet your
  own needs
• There are two types of preferences in
  QuickBooks:
    – 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
• In QuickBooks, user preferences are
  specific to the user that is currently using
  the file
• You can identify User Preferences on the
  My Preferences tab in the Preferences
  window
• The changes will not affect other users of
  the data file

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          Company Preferences
• Use Company Preferences to 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




PAGE REF # 325   CHAPTER 7: Customizing QuickBooks   SLIDE # 5
      Setting User Preferences
1.   Accounting
2.   Checking
3.   Desktop View
4.   General
5.   Reminders
6.   Reports and Graphs
7.   Send Forms
8.   Service Connection
9.   Spelling

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  User Preferences - Accounting




PAGE REF # 326   CHAPTER 7: Customizing QuickBooks   SLIDE # 7
 User Preferences – Checking




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      User Preferences – Desktop
                 View




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   User Preferences – General




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   User Preferences – Reminders




PAGE REF # 330   CHAPTER 7: Customizing QuickBooks   SLIDE # 11
 User Preferences – Reports and
             Graphs




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 User Preferences – Send Forms




PAGE REF # 331   CHAPTER 7: Customizing QuickBooks   SLIDE # 13
      User Preferences – Service
             Connection




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   User Preferences – Spelling




PAGE REF # 332   CHAPTER 7: Customizing QuickBooks   SLIDE # 15
Setting Company Preferences
• Accounting                        •   Purchases & Vendors
• Checking                          •   Reminders
• Desktop View                      •   Reports & Graphs
• Finance Charges                   •   Sales & Customers
• General                           •   Sales Tax
• Integrated                        •   Send Forms
  Applications                      •   Service Connection
• Jobs & Estimates                  •   Tax:1099
• Payroll & Employees               •   Time Tracking

PAGE REF # 333   CHAPTER 7: Customizing QuickBooks   SLIDE # 16
           Company Preferences -
               Accounting




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          Company Preferences –
               Checking




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Company Preferences – Desktop
            View




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Company Preferences – Finance
          Charges




PAGE REF # 336   CHAPTER 7: Customizing QuickBooks   SLIDE # 20
 Company Preferences – General




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          Company Preferences –
          Integrated Applications




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  Company Preferences – Jobs &
          Estimates




PAGE REF # 338   CHAPTER 7: Customizing QuickBooks   SLIDE # 23
 Company Preferences – Payroll
        & Employees




PAGE REF # 339   CHAPTER 7: Customizing QuickBooks   SLIDE # 24
          Company Preferences –
           Purchases & Vendors




PAGE REF # 339   CHAPTER 7: Customizing QuickBooks   SLIDE # 25
          Company Preferences –
               Reminders




PAGE REF # 340   CHAPTER 7: Customizing QuickBooks   SLIDE # 26
Company Preferences – Reports
         & Graphs




PAGE REF # 341   CHAPTER 7: Customizing QuickBooks   SLIDE # 27
 Company Preferences – Sales &
         Customers




PAGE REF # 341   CHAPTER 7: Customizing QuickBooks   SLIDE # 28
   Company Preferences – Sales
              Tax




PAGE REF # 343   CHAPTER 7: Customizing QuickBooks   SLIDE # 29
    Company Preferences – Send
             Forms




PAGE REF # 343   CHAPTER 7: Customizing QuickBooks   SLIDE # 30
 Company Preferences – Service
         Connection




PAGE REF # 344   CHAPTER 7: Customizing QuickBooks   SLIDE # 31
          Company Preferences –
               Tax:1099




PAGE REF # 344   CHAPTER 7: Customizing QuickBooks   SLIDE # 32
    Company Preferences – Time
            Tracking




PAGE REF # 345   CHAPTER 7: Customizing QuickBooks   SLIDE # 33
Customizing QuickBooks Menus
        and Windows
• Open Window List
• Navigation Bar
• Icon Bar
         Navigation Bar


       Open Window List


                 Icon Bar




PAGE REF # 346       CHAPTER 7: Customizing QuickBooks   SLIDE # 34
      Customizing the Icon Bar
There are two ways to customize the Icon Bar:
• Using the Customize Icon Bar window:
    – Select the View menu and then select Customize
      Icon Bar
    – QuickBooks displays the Customize Icon Bar window
    – You can add icons, edit or delete existing icons, add
      separators between icons, and 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.
PAGE REF # 347   CHAPTER 7: Customizing QuickBooks   SLIDE # 35
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




PAGE REF # 353   CHAPTER 7: Customizing QuickBooks   SLIDE # 36
                 QuickBooks Items
• The Item list identifies products and services a
  business purchases and/or sells and are used
  on the sales forms
• QuickBooks automatically handles the behind
  the scene accounting for items
• There are several different types of items in
  QuickBooks
• To create an item:
    – Select the Lists menu and then select Item List
    – Select the Item menu and then select New

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                   Item Types




PAGE REF # 353   CHAPTER 7: Customizing QuickBooks   SLIDE # 38
                  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




PAGE REF # 357    CHAPTER 7: Customizing QuickBooks   SLIDE # 44
                 The Terms List
• The Terms List is where you define the
  payment terms for your Invoices and Bills
• QuickBooks uses the terms 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

PAGE REF # 359   CHAPTER 7: Customizing QuickBooks   SLIDE # 45
           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

PAGE REF # 359   CHAPTER 7: Customizing QuickBooks   SLIDE # 46
                 Price Levels List
• You can create Price Levels which are used on Invoices
  or Sales Receipts to adjust the sales amount of
  particular Items
• Per Item price levels are only available for QuickBooks
  Premier or above
• Select the Lists menu and then select Price Level List
• Options when using Price Levels on sales forms:
    – You can adjust each item individually by selecting the applicable
      price level in the RATE column drop-down list
    – You can assign a Price Level to a Customer’s record so
      QuickBooks will change the default sales price for each sales
      item for the customer


PAGE REF # 361      CHAPTER 7: Customizing QuickBooks     SLIDE # 47
                 Custom Fields
• When you set up a new Customer or
  vendor record, you can 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
PAGE REF # 364   CHAPTER 7: Customizing QuickBooks   SLIDE # 48
     Adding Custom Field Data to
         Customer Records



                                                     Click this button
                                                     to define custom
                                                     fields for your
                                                     company.




PAGE REF # 365   CHAPTER 7: Customizing QuickBooks       SLIDE # 49
Modifying Sales Form Templates
• QuickBooks provides templates so that you can
  customize your sales forms
• You can customize the way your forms appear
  on both the screen and the printed page
• The templates for all forms (invoice, credit
  memo, Sales Receipt etc.) are in the Templates
  list
• Select the Lists menu, and then select
  Templates

PAGE REF # 366   CHAPTER 7: Customizing QuickBooks   SLIDE # 50
        Summary of Key Points
• Modify QuickBooks User Preferences
• Modify QuickBooks Company 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
PAGE REF # 374   CHAPTER 7: Customizing QuickBooks   SLIDE # 51

								
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