Identifying and Setting Up QuickBooks Desktop Users To get started, open the Company menu and scroll down the list to highlight Set Up Usernames and Passwords. On the slide-out menu, select Set Up Users. The User List window will open, and you should see your own entry as Admin. Click Add User. To give an […]
Establishing Preferences in QuickBooks
To start customizing QuickBooks so it works best for you, open the Edit menu and choose Preferences. As you can see, the left vertical pane contains a list of Preference types. Click on any of these to change the option screens to the right. Always click the tabs labeled My Preferences and Company Preferences to make sure you see everything that’s displayed for each […]
Creating Meaningful Reports in QuickBooks – Part 2 (Customizing)
The actual mechanics of creating reports in QB are fairly straightforward. You can go to the Report Center, make a selection, maybe change the date range, and voila! Your company’s related data appears in neat rows and columns. You may be able to get some of the information you need by changing the date range […]
Creating Meaningful Reports in QuickBooks, Part 1
You’ve probably run at least some basic reports in QuickBooks to see who’s paying you late or whether you have unpaid bills. QuickBooks makes it easy to get those answers in only a few seconds. However, to get really meaningful, targeted views of your accounting information, you’ll want to shape your reports so that they […]
Personalize QuickBooks and Make It Your Own
Your business is unique so ensure QuickBooks knows how you operate. We recommend you take the time to specify your Preferences. QuickBooks devotes a whole screen to this customization process. You can find it by opening the Edit menu and selecting Preferences. You can turn features off and on, and customize the software in […]