Preference

Accounting

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Bills (Payable to Vendors)

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Checking

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Desktop View

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Finance Charge

General

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Integrated Applications

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Items and Inventory

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Jobs and Estimates

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Multiple Currencies

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Payments (From Customers)

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Payroll and Employees

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Reminders

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Reports and Graphs

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Sales and Customers

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Sales Tax

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Search

Send Forms

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Service Connections

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Spelling

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Tax:1099

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Time and Expenses

Key Items/Options

Autofill memo in general journal entries
Use of account numbers
Use class tracking
Warn when posting to retained earnings
Set the number of days in the past and future for data entry warnings

Set the # of days after invoice date that bills are due
Automatically use credits and take discounts

Set default bank accounts to use for checks, paying bills, and making deposits
Warn about duplicate check numbers

Customize appearance of opening/home page

Set up to charge finance charges

Save transactions before printing
Pressing enter moves between fields
Beep when recording a transaction
Turn off pop-up messages for products and services
Pre-fill accounts for vendor based on past entries
Default date – set as today or last entered date

Allows 3rd Party software to interface with QB

Enable Inventory and Purchase Order Usage
Enable and select units of measure

Job Estimating functionality
Progress invoicing

Track revenues and expenses in multiple currencies

Automatically apply payments to oldest receivable
Use undeposited funds as default deposit to account

Enabling Payroll
Set defaults for paycheck and paystubs
Using Workers Compensation functionality
Tracking Vacation and Sick time

Have reminder pop ups show for:
– Inventory reorder
– Bills to pay
– Memorized transactions due to run

Accrual or Cash basis reporting as default
Classify cash for Statement of Cash Flows

Use Price levels
Enable Sales Orders
Warn about duplicate invoice numbers

Enable sales tax functionality
Determine frequency of payments
Add Sales Tax Items

Sets parameters for searches

Sets up parameters for sending forms (customer invoices and others) via email
Create customized/standardized language for body of email for each type of form supported – invoices, estimates, purchase orders, etc

Control how you connect to QuickBooks Services

Turn spell checker on or off
Set QB to ignore certain types of words such as web addresses, numbers and capital letters

Enable 1099 functionality
Map expense accounts to 1099 categories

Enable time tracking and ability to invoice from time tracking