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Set Up Employees and Other Names in QuickBooks 2012

If you click the Employee Center button, QuickBooks 2012 displays the Employee Center window. You can use this window to see a list of the employees — active or inactive — that you’ve identified to QuickBooks [more…]

Set Up the Profile Lists in QuickBooks 2012

If you choose the Lists→Customer & Vendor Profile List command, QuickBooks 2012 displays a submenu of commands that you use to create some of the mini-lists that QuickBooks uses to ease your bookkeeping [more…]

How to Access QuickBooks 2012 Preferences Settings

You can specify how QuickBooks 2012 works for you by setting preferences. In fact, much of what you do when you run the QuickBooks Setup using the Advanced Setup route [more…]

How to Set QuickBooks 2012 Accounting Preferences

The My Preferences tab of the Accounting Preferences set provides a single option: You can tell QuickBooks 2012 you want it to autofill information when recording a general journal entry. [more…]

How to Set General Accounting Options in QuickBooks 2012

The Company Preferences tab provides the following five general accounting check boxes as well as closing date settings. (These check boxes are probably self-explanatory to anybody who has done a bit of [more…]

How to Set QuickBooks 2012 Checking Preferences

If you display the Preferences dialog box and click the Checking icon, QuickBooks 2012 displays either the My Preferences tab or the Company Preferences tab. [more…]

How to Change the QuickBooks 2012 Desktop View

The My Preferences tab of the Desktop View Preferences set provides View radio buttons — One Window and Multiple Windows — that let you indicate whether QuickBooks 2012 should use one window or multiple [more…]

How to Set QuickBooks 2012 General Preferences

The QuickBooks 2012 My Preferences tab of the General Preferences set provides check boxes that you can select to tell QuickBooks to do the following: [more…]

How to Control Integrated Applications in QuickBooks 2012

The Integrated Applications Preferences in QuickBooks 2012 aren’t personal, so no options are available on the My Preferences tab. However, the Company Preferences tab for the Integrated Applications Preferences [more…]

How to Control Inventory in QuickBooks 2012

No personal preferences are available for inventory tracking and control, but QuickBooks 2012 provides several Company Preferences features regarding inventory and items. You can turn the QuickBooks inventory [more…]

Control How Jobs and Estimates Work with QuickBooks 2012

Because no personal preferences are available for Jobs & Estimates preferences in QuickBooks 2012, the My Preferences tab for this Preferences set shows no options. However, you have several Company Preferences [more…]

How to Deal with Multiple Currencies in QuickBooks 2012

QuickBooks 2012 supports multiple currencies. To turn on QuickBooks’ multiple currencies feature, choose the Edit→Preferences command, select the Multiple Currencies option from the list box, and click [more…]

Control How Payroll Works in QuickBooks 2012

The Payroll & Employees Preferences set in QuickBooks 2012 includes only Company Preferences. The QuickBooks Payroll Features radio buttons let you tell QuickBooks how you want to handle payroll: using [more…]

Tell QuickBooks 2012 How Reminders Should Work

The My Preferences tab of the Reminders Preferences set consists of just one check box: You can use it to tell QuickBooks 2012 that you want to see the Reminders list when you open a company file. [more…]

Specify Reports & Graphs Preferences in QuickBooks 2012

The My Preferences tab of the Reports & Graphs Preferences set in QuickBooks 2012 provides radio buttons that you can use to indicate how QuickBooks should refresh reports when the information upon which [more…]

Set Sales & Customers Preferences in QuickBooks 2012

The personalized preferences for dealing with sales and customers in QuickBooks 2012 are pretty basic. The tab lets you specify whether QuickBooks should prompt you to invoice a customer for time or costs [more…]

Specify How Sales Are Taxed in QuickBooks 2012

Although no personal preferences are available for sales tax, company preferences do exist. QuickBooks 2012 offers the Company Preferences tab for the Sales Tax Preferences set. The Do You Charge Sales [more…]

Set the Send Forms Preferences in QuickBooks 2012

The My Preferences tab for the Send Forms Preferences in QuickBooks 2012 lets you check a box to specify whether the To Be E-mailed check box is selected for customer invoices; click an option button to [more…]

Control Spell Checking in QuickBooks 2012

No company preferences exist for the Spelling Preferences in QuickBooks 2012, but the My Preferences tab provides several options for controlling how spell checking works for you within QuickBooks. [more…]

How Profit-Volume-Cost Analysis Works in QuickBooks 2012

QuickBooks 2012 allows you to quickly perform profit-volume-cost analysis. Profit-volume-cost analysis uses three pieces of information to show how your profits change as sales revenues change: estimates [more…]

How to Calculate Break-even Points in QuickBook 2012

QuickBooks 2012 allows you to calculate product break-even points quickly and easily. A break-even point shows the sales revenue volume that produces zero profit and zero loss. Remember the formula for [more…]

Business Strategic Plan Components

A business strategic plan is a plan regarding how to manage the future but basing it on history and the facts contained in QuickBooks 2012 probably makes the exercise more accurate and valuable. Business [more…]

Reviewing Financial Statements and Ratios for QuickBooks 2012

For the QuickBooks 2012 users, the term financial statement can refer to one of several types of schedules and summaries of economic information. Typically, however, the term describes a set of documents [more…]

Writing a White Paper Business Plan

There are many sources of information, including QuickBooks 2012, on the process of writing white paper business plan. Within the QuickBooks 2012 software, choose the Company→Planning & Budgeting→Use Business [more…]

Keeping Your QuickBooks 2012 Data Confidential

Because the information is private, your first concern in administering a QuickBooks 2012 accounting system is to keep your data confidential. You have two complementary methods for keeping your QuickBooks [more…]

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