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Setting Preferences in QuickBooks pt. 1

Home / Current Tips & Tricks / Setting Preferences in QuickBooks pt. 1

Set preferences

Through preferences, you can customize QuickBooks to suit the needs of your business and your personal style of working.

To do this task

  1. Go to the Edit menu and click Preferences.
  2. Click a preference category in the list on the left.

    For example, to set preferences for jobs and estimates, click Jobs and Estimates.

  3. On the My Preferences tab for the area you select, enter the changes and settings you want.

    Note: The settings you enter on this tab only affect your QuickBooks sessions, not those of other users.

  4. If you are the QuickBooks Administrator, click the Company Preferences tab to enter changes that affect all users.

    Only the QuickBooks Administrator can enter changes on the Company Preferences tab.

  5. Do one of the following:
    • Click OK to save your changes and close the Preferences window.

Click another preference category in the list on the left to enter preferences for a different area of QuickBooks.

In the next few posts we will go over different tips and tricks that you may not have known exist in the preferences menu…

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