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Posted by smithmorgan on August 26, 2024 at 10:19am 0 Comments 0 Likes
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How exactly to Setup Preferences in QuickBooks
QuickBooks software can be customized to suit the needs of your company. Throughout the setup interview, the questions determine which features are activated and available in your company file. If you took time for you to answer the questions, you've probably already customized a few of your settings to fulfill your business's accounting needs. There are additional settings available that you should review to make sure you may be using QuickBooks most effectively. May possibly not be apparent which settings and preferences are going to be most readily useful right after installing the program, but after utilizing it for a period of time you may better understand how best to customize it to your preferences. It's important to back up your business file prior to making changes. This may enable you to restore your settings and file if there is a mistake or issue after changing them. To view and set the preferences in QuickBooks, follow these five steps. If you want to Combine QuickBooks Reports then you may contact our ProAdvisors.
This particular feature works exactly the same in versions 2011–2016 of QuickBooks.
From the menu, select Edit > Preferences. The Preferences window opens.
When you look at the left pane, click the category for the settings you will need to change.
Settings Categories
Each category includes the following two tabs. Choose the appropriate tab.
My Preferences. Options on these tabs affect the user who is currently logged in to QuickBooks.
Company Preferences. Options on these tabs affect the entire company file. Preferences set on these tabs affect every QuickBook user. Only QuickBooks administrators can access and change company preferences.
Make modifications to preferences as needed.
When you finish, click OK.
Certain popular features of QuickBooks could be activated and deactivated. If you do not need an element, you can simply deactivate it. Features could be turned on and off whenever you want by administrators.
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