QuickBooks 2016 All-in-One For Dummies

Chapter 3

Fine-Tuning QuickBooks

In This Chapter

• Setting preferences
• Setting the calendar, desktop view, general, and integrated applications options
• Changing the accounting, checking, and finance charge rules
• Controlling jobs and estimates
• Accounting for multiple currencies
• Setting up payroll and employees
• Setting purchases and vendors’ preferences
• Changing reminders, reports settings, and graphs settings
• Dealing with sales, customers, and sales tax
• Setting 1099 tax reporting rules
• Controlling time tracking

You can fine-tune how QuickBooks works for you by setting preferences. In fact, just so you know, much of what you do when you run the QuickBooks Setup using the Detailed State route (also known as the QuickBooks EasyStep Interview) is provide information that QuickBooks uses to fine-tune. For example, if you indicate that you charge customers sales tax, the EasyStep Interview describes how sales tax should work for your business by using the sales tax preferences.

Because these preferences have so much effect on how QuickBooks works and on how a particular user works with QuickBooks, I devote this chapter to describing how you change the preferences. None of this material is particularly complicated, but because QuickBooks provides you a rich set of preferences options, I cover quite a bit of material. Don’t worry: You don’t have to read this chapter from beginning to end. Simply use it as a reference when you have a question about how to change the way QuickBooks works ...