• Setting your options in Preferences
• Attaching documents and working with the Doc Center
• Using e-mail in QuickBooks
The Preferences settings in QuickBooks allow you to control the way you complete tasks, how data is entered, and how it is reported. Many QuickBooks users change or tweak these preferences periodically. The templates that are included with QuickBooks can also be customized. The ability to customize templates also means that you can modify the way information displays in a transaction window, which makes it easier to fill in a form with just the information that you need. You can capture additional information ...