Chapter 3. Adding or Changing Information After the Interview Is Completed
| What You'll Do Set General Preferences Set Desktop View Preferences Sort a List Display Lists on Forms Add an Account Use Account Numbers Add Customers Display Detailed Customer Information Add Vendors Add Items in the List Window Add Information "On-the-Fly" Move Items on a List Create a Subitem Edit Information on a List Hide Entries on Lists Delete Entries on a List Merge Entries on a List Print a List Search for a Transaction Generate a QuickReport Set Accounting Preferences In the first chapter, you learned how to set up your company using the EasyStep Interview. Because the interview gathers the basic start-up information necessary to use your QuickBooks program, you can now use QuickBooks on a daily basis in a style that fits your business needs, without having to continually re-enter those pieces of information. That said, you might find that you need to enter more information into your QuickBooks company file after the interview is completed. Using the information presented in this chapter, you'll be able to customize your QuickBooks experience so that the program produces exactly the results your company requires as well as being able to add additional information that you might have skipped over or not thought of during the interview process. QuickBooks uses lists to keep track of everything, including your chart of accounts, your company's vendors and customers, employees, jobs on which you're working, different options for terms of payment, payroll items that are used for paychecks, and more. Anything that's entered on a QuickBooks form is stored in a list. In this chapter, you'll learn how to add to lists, change information already existing on lists, change the placement of list entries, sort lists, remove entries from lists, and combine list entries. When you change an item on a list, those changes carry through to the forms you use in QuickBooks and the reports you create. |
