QuickBooks 2005: The Missing Manual

Creating and Editing List Entries

Every list in QuickBooks responds to the same set of commands. As your business changes, you can add new entries, edit existing ones, merge two entries into one, or hide entries that you no longer use. If you make a mistake creating an entry, you can delete it. You can also print your QuickBooks lists, for example, to produce a price list of the products you sell. Digest the following techniques and you'll be able to do what you want with any list or entry you might need.

Creating Entries

If you're setting up QuickBooks, creating all the entries for a list at the same time is fast and efficient. Open the New dialog box for the type of list entry you want (New Vendor, for example) and you'll soon find your rhythm creating one entry after another. You can also add new list entries in the middle of bookkeeping tasks without too much of an interruption.

For example, if you start selling moose repellent in Montana, you can add the sales tax code for Montana sales tax in the middle of creating an invoice. But don't rely on this approach to add every entry to every list—you'll spend so much time jumping from New dialog box to New dialog box that you'll never get to your bookkeeping.

Each list has its own collection of fields, but the overall procedure for creating entries in lists is the same:

1. Open the window for the list you want to work on. Simply choose Lists and then choose the list you want on the submenu.

   For example, to open the Price Level List window, ...