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Displaying Lists on Forms

When you're filling out a form, remember that all the information you enter on the form comes from your lists. Customers, vendors , product names, types of service, account names , shipping options, and payment terms all reside on lists. You don't have to guess how a vendor's name is spelled or the specific name of a product. You can display the appropriate list, select the item you need, and then close the list and complete your form.

Place your cursor in a field (for example, the vendor field, customer field, or item field) on your form.

Method #1: Click the drop-down arrow that appears in the field.

Click an item on the list. The list closes and the item appears in the appropriate field.

Method #2: With your cursor in the field you want to fill, press Alt+down arrow on your keyboard.

Arrow up or down to the item you want.

Press Enter to select the item. The list closes and the item appears in the appropriate field.

Method #3: With your cursor in the field you want to fill, press Ctrl+L. A separate list window appears.

Arrow down to the item you want.

Press Ctrl+U. The item is selected and placed in the appropriate field.

Did You Know?

You can jump to a spot in a list . Instead of using the down arrow to move through a list, type the first letter of the item you want to choose and arrow down from that point on the list to the appropriate item.

Adding Accounts

There are many reasons to add accounts to your existing list of accounts. The standard list provided by QuickBooks might not be sufficient or your company might have grown to add new types of income and you need accounts to reflect that change. You might have incurred a new expense that doesn't fit into any of the existing account categories or you might simply want to change the names of the accounts. Whatever the reason, adding or changing account names is a simple process.

Open the Chart of Accounts window by selecting Chart of Accounts from the Lists menu or Company menu.

TIMSAVER

You can also open the Chart of Accounts window by clicking on the Chart of Accounts icon on the Banking Navigator, or by pressing Ctrl+A.

Click the Account button at the bottom of the window and select New from the drop-down menu, or press Ctrl+N.

In the New Account window, select the type of account. Cost of Goods Sold has been selected in the figure. If you select a different account type, your screen might look different.

Enter a unique name for this account. The name you enter will appear on company financial statements, so be sure the spelling and capitalization are correct.

If this account is to appear on financial statements as a subaccount of another account, check the Subaccount check box and select the parent account from the drop-down list.

Enter an optional description for this account. The description field, and, if visible, the note or bank account fields are optional fields.

Use the Tax Line drop-down list to select a tax line for this account if you plan to use QuickBooks to prepare information for your company's income tax return. Pick the line on which information from this account is to be summarized on your tax return.

Your new account window might include an Opening Balance field. If there is a balance in the account when you begin using QuickBooks, enter that balance in this field.

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Displaying Lists on Forms