Customizing Quick Books 2013 Objectives Modify Quick Books
Customizing Quick. Books 2013
Objectives Modify Quick. Books Preferences Customize Quick. Books Menus and Windows Customize the Icon Bar and Display Settings Use the Item List and Other Lists Use Custom Fields to Track Extra Data on Transactions Create and customize sales forms
Quick. Books Preferences Many customizable options allow you to configure Quick. Books There are two types of preferences: ◦ Company Preferences ◦ User Preferences To access Quick. Books preferences: ◦ Select the Edit menu, and then select Preferences ◦ Then select My Preferences or Company Preferences tab
User Preferences User preferences are specific to the user that is currently using the file My Preferences tab in the Preferences window Changes do not affect other users
Company Preferences make global changes to the features and functionality of the data file Only the Administrator of the data file can make changes to Company Preferences
Customizing Quick. Books Menus and Windows Favorite Menu Icon Bar
Customizing the Icon Bar Customize using the Customize Icon Bar window: ◦ ◦ Add icons Edit or delete existing icons Add separators between icons Reposition icons Using Add “window-name” to Icon Bar: ◦ With the window open, select Add “windowname” to Icon Bar from the View menu ◦ Choose an icon and enter a Label, then click OK.
Quick. Books Items and Other Lists To help you track more details about your sales, Quick. Books provides several lists: ◦ The Items List ◦ The Terms List ◦ The Price Levels List
Quick. Books Items The Item list identifies products and services purchased and/or sold ◦ Used on the sales forms Quick. Books automatically handles the behind the scene accounting for items
Item Types There are several different types of items in Quick. Books
Service Item
Subcontracted Services Item
Non-Inventory Parts Item
Non-Inventory Parts - Passed Through Item
Other Charge Items
Sales Tax Items
The Terms List Payment terms for your Invoices and Bills Terms used to calculate when the Invoice or Bill is due If the terms specified on the transaction include a discount for early payment, Quick. Books also calculates the date on which the discount expires
The Terms List Setup Select the Lists menu, select Customers & Vendor Profile Lists, and then select Terms List Quick. Books allows you to define two types of terms: ◦ Standard terms calculate based on how many days from the Invoice or Bill date the payment is due or a discount is earned ◦ Date-Driven terms calculate based on the day of the month that an Invoice or Bill is due or a discount is earned
Price Levels List Adjust the sales amount of particular Items You can adjust each item individually by selecting price level in the RATE column drop -down list You can assign a Price Level to a Customer’s record price level is set by default
Custom Fields Define custom fields for tracking additional information specific to your customers, vendors, and employees: ◦ Click the Define Fields button on the Additional Info tab of a Customer or Vendor record You can define up to fifteen custom fields in the Quick. Books data file
Adding Custom Field Data to Customer Records
Modifying Sales Form Templates Customize templates to change forms Select the Lists menu, and then select Templates ◦ Template List contains the templates for all forms
Summary of Key Points Modify Quick. Books Preferences Customize Quick. Books Menus and Windows Customize the Icon Bar and Display Settings Use the Item List and Other Lists Use Custom Fields to Track Extra Data on Transactions Create and customize sales forms
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