Chapter 3. Fine-Tuning QuickBooks

In This Chapter

  • Accessing the Preferences settings

  • Changing the accounting, checking, and finance charge rules

  • Setting the desktop view, general, and integrated applications options

  • Controlling jobs and estimates

  • Dealing with multiple currencies

  • Setting up payroll and employees

  • Setting purchases and vendors' preferences

  • Changing reminders and reports and graphs settings

  • Dealing with sales, customers, and sales tax

  • Setting 1099 tax reporting rules

  • Controlling time tracking

You can specify how QuickBooks works for you by setting preferences. In fact, just so you know, much of what you do when you run the QuickBooks EasyStep Interview (when you set up QuickBooks) is provide information that QuickBooks uses to set your preferences. For example, if you indicate that you charge customers sales tax, the EasyStep Interview describes how sales tax should work for your business by using the sales tax preferences.

Because these preferences have so much effect on how QuickBooks works and on how a particular user works with QuickBooks, I devote this chapter to describing how you change the preferences. None of this material is particularly complicated, but because QuickBooks provides you with a rich set of preferences options, I cover quite a bit of material. Don't worry: You don't have to read this chapter from beginning to end. Simply use it as a reference when you have a question about how to change the way QuickBooks works in a particular area.

Accessing the Preferences ...

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