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Customizing Your QuickBooks Personal File Preferences & Icon Bar (1315/Level 1)

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This workshop has been thoughtfully prepared and recorded – and you can access it immediately.  Upon purchase, you’ll receive a link to download a pdf document that gives you immediate access to both the online recording and handouts.

Optimizing Your Personal Work Experience

Approximately 76 minutes:

  1. Introduction
  2. Setting Personal File Preferences
  3. Accounting Preferences
  4. Checking Preferences
  5. Desktop Preferences-4 useful settings
  6. General Preferences-13 Choices
  7. Reminders and ToDos-how they help
  8. Reports & graphs-time saving tips
  9. Sales and Customers-Invoicing for Time or Cost?
  10. Sales and Customers-Payment Toolbar
  11. Sending Forms-email choices
  12. Service Connection and WebConnect
  13. Spell checking and your personal dictionary
  14. Training the Icon Bar to be your personal assistant
  15. Modifying registers-colors and order
  16. Wrap Up


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Covering topics like:
Job-Costing, Construction Accounting, and Profit-Building