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Customizing QuickBooks

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After QuickBooks collects the general company information mentioned in the preceding paragraphs, the EasyStep Interview asks you some very specific questions about how you run your business so that it can set the QuickBooks preferences. Preferences in effect turn various accounting features of QuickBooks on or off, thereby controlling how the program works and looks. Here are the sorts of questions that the EasyStep Interview asks to set the QuickBooks preferences:

 Does your firm maintain inventory?

 Do you want to track the inventory that you buy and sell?

 Do you collect sales tax from your customers?

 Do you want to use sales orders to track customer orders and back orders?

 Do you want to use QuickBooks to help with your employee payroll?

 Do you need to track multiple currencies within QuickBooks because you deal with customers and vendors in other countries, and do these people regularly have the audacity to pay or invoice you in a currency different from the one your country uses?

 Would you like to track the time that you or your employees spend on jobs or projects for customers?

 How do you want to handle bills and payments (enter the checks directly, or enter the bills first and the payments later)?

QuickBooks 2022 All-in-One For Dummies

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