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QuickBooks 2016: The Best Guide for Small Business, 2nd Edition by Leslie Capachietti, Bobbi Sandberg

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Chapter 14

Customizing QuickBooks for Your Company

In this chapter:

•   Setting your options in Preferences

•   Attaching documents and working with the Doc Center

•   Using e-mail in QuickBooks

The Preferences settings in QuickBooks allow you to control the way you complete tasks, how data is entered, and how it is reported. Many QuickBooks users change or tweak these preferences periodically. You can also customize the templates included with QuickBooks. The ability to customize templates means that you can modify the way information displays in a transaction window, which makes it easier to fill in a form with just the information that you need. You can capture additional information about your transactions, and, once captured, this information ...

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