Turn off pop-up messages for products and services Set default bank accounts to use for checks, paying bills, and making depositsĬustomize appearance of opening/home page Set the # of days after invoice date that bills are dueĪutomatically use credits and take discounts Set the number of days in the past and future for data entry warnings You must be the QuickBooks Administrator to change Company Preferences. Preferences are set at either the individual user level ( My Preferences) or the Company level. Below is a list of each Preferencesection along with some of the major options available to users. There are 22 QuickBooks Preference areas for users to customize. Understanding the Different Preference Areas An understanding of the preferences available is important in order to get the most from your Quickbooks accounting software. To view or change your preferences, go to Edit, then Preferences. Many preferences are “set” during the initial set-up of QuickBooks but can be changed later. Setting Preferences can set the trigger points for when things happen, like when an invoice from a customer becomes past due.
Preferences serve to turn on(or off) much of the functionality in QuickBooks. Where to Find ‘Preferences’ in QuickBooks Though this can be overwhelming when you’re just getting started, The CFO Source is a valuable business accounting resource in our community that is here to help. A big part of using this software effectively to manage these aspects of your business is choosing and implementing the right preferences in QuickBooks. QuickBooks is your best tool for organizing, managing, and analyzing your business’s finances. Quickbooks Tips: Setting Up Your Custom Preferences
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