QuickBooks Time and Expenses: Company Preferences

By |March 12th, 2012|

The Time and Expenses section allows QuickBooks administrators to change time tracking options to best meet the needs of their company. Here is a run down of the options listed in the Company Preferences tab, which is the only tab that contains options for this section.

Time Tracking

From here you can choose whether or not you want QuickBooks […]

QuickBooks Tax 1099: Company Preferences

By |March 11th, 2012|

This section is only for 1099-MISC forms. If you do not use these forms, you do not need to use the Tax 1099 section, unless you need to turn the fields off. Here are the options that you can change in this section.

Do you file 1099-MISC forms?

Choose Yes or No here. If you choose No, […]

QuickBooks Spelling: My Preferences

By |March 10th, 2012|

QuickBooks has a great spell check feature that is very customizable.  Since spell check options are more of a personal preference, the Spelling section only has options in the My Preferences tab.

Always Check Spelling before Printing, Saving, or Sending Supported Forms

It is strongly recommended that you always keep this box checked. Turning it off turns off […]

QuickBooks Preferences: Service Connection

By |March 9th, 2012|

QuickBooks has been steadily adding more and more connection options for the internet. From the Service Connection section of the QuickBooks preferences window, you can manage many of the options related to internet connections.

Give me the option of saving a file whenever I download Web Connect data

Checking this box will prompt you to save every […]

QuickBooks Send Forms: Company Preferences

By |March 8th, 2012|

In the Company Preferences tab of the Send Forms section of QuickBooks preferences, company administrators can set up default E-mails to clients for things such as invoices, estimates, statements, and much more. Here are some of the options available.

Change default for

From here you can choose which email that you would like to change from the drop […]

QuickBooks Send Forms: My Preferences

By |March 7th, 2012|

QuickBooks makes it fast and easy to send invoices and other forms to clients. The options in the Send Forms section help you to easily send out these forms right from QuickBooks. Today we will examine the options in My Preferences.

Auto-check the “To be e-mailed” checkbox if customer’s Preferred Send Method is e-mail

This option will […]