quickbooks accountant desktop 2015 slow close

Quickbooks accountant desktop 2015 slow close manual#
Quickbooks accountant desktop 2015 slow close free#
Quickbooks accountant desktop 2015 slow close windows#

For example, the IRS won’t tolerate some financial reports produced using cash accounting and others using accrual accounting (see About This Book for the pros and cons of each method). Some preferences have to remain consistent for everyone in an organization.

Quickbooks accountant desktop 2015 slow close windows#

For example, in the Desktop View category, you can choose options to determine whether you see multiple windows and whether QuickBooks saves the desktop when you close the company file-without forcing your tastes on everyone else. As you might expect, this tab contains options that people who log into QuickBooks can set for their QuickBooks sessions alone. To accommodate both company-wide and personal preferences, QuickBooks includes two tabs for each category:

On the right side of the Preferences dialog box, the Also See list identifies other preference categories that affect the one you’re currently viewing. (The categories are listed alphabetically, not in order of importance.) On subsequent visits to this dialog box, Quick-Books selects the last category you chose during your previous visit. The first time you open the Preferences dialog box, QuickBooks displays the General preference category, which is the seventh category in the left pane. QuickBooks highlights the icon you click to indicate that it’s selected.įigure 25-1.

To display the settings within a category, click the appropriate entry in this pane. On the left side of the dialog box is a pane that lists each preference category, as shown in Figure 25-1. To view and set preferences, open the Preferences dialog box by choosing Edit→Preferences. Each category has several settings, so finding the ones that do what you want is the biggest challenge. You can’t complain that QuickBooks doesn’t offer enough preference settings-the program gives you 23 categories of preferences that control the program’s behavior.

Quickbooks accountant desktop 2015 slow close free#

Then feel free to tweak and tinker with your preferences. Before you change any preferences, back up your company file. You can toggle most preferences at any time, but you can’t turn some preferences off once you turn them on, such as the multiple currencies preference.

This chapter presents all the program’s preferences and helps you determine which settings are appropriate for you and your organization. Using QuickBooks for a while can make it clear which preferences you need to change. Preferences also let you turn on QuickBooks’ features, such as estimates, sales tax, inventory, and payroll. And if you set up your company file by using the QuickBooks Setup feature ( Options for Creating a Company File), you might already have most preferences set the way you want.īut you can change the program’s preferences for each company file to match the way you work, such as whether you create estimates for jobs you go after and how you calculate the amount of inventory that’s available. During installation, QuickBooks picks the settings likely to work for a majority of organizations. The program’s preferences are configurable settings that accommodate different business approaches and personal tastes. For instance, you might prefer the simplicity of cash accounting to the more intimate pairing of income and expenses that accrual accounting offers (see About This Book).Įnter QuickBooks, which has the Herculean task of satisfying every nuance of business operation and personal proclivity. The way you and your accountant like to work also influences your organization’s accounting practices. For example, maybe you use inventory tracking and payroll-but maybe you don’t. Configuring Preferences to Fit Your CompanyĪn organization’s approach to accounting often depends on the type of business it is and its objectives, policies, procedures, and industry.

Quickbooks accountant desktop 2015 slow close manual#

QuickBooks 2014: The Missing Manual (2014) Part IV.