QuickBooks 2011: 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, hide entries that you no longer use, and (in some lists) merge two entries into one. If you make a mistake creating an entry, you can delete it. You can also print your QuickBooks lists to produce a price list of the products you sell, for example. With the following techniques, 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 get into a 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. If you launch a new line of business selling moose repellent, for example, you can add a customer type for burly men 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 dialog box to 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 by choosing Lists and then selecting the list you want on the submenu.

   For example, to open the Class ...