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Set Sales & Customers Preferences in QuickBooks 2013

The personalized preferences for dealing with sales and customers in QuickBooks 2013 are pretty basic. The tab lets you specify whether QuickBooks should prompt you to invoice a customer for time or costs you’ve previously said are billable to that customer.

And then it gives you the option to include a cute little Payment Toolbar on the Receive Payment and Sales Receipt window (so you can more easily tell QuickBooks to do some sorts of payment processing stuff).

The company preferences deserve more explanation. The following figure shows the Company Preferences tab for the Sales & Customers Preferences set.

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The Sales Forms options relate to the invoice information you supply to customers. The Usual Shipping Method drop-down list lets you specify the default shipping method. The Usual FOB text box lets you set the default FOB, or Free On Board, point. You can select a check box to tell QuickBooks if it should warn you when you use duplicate invoice numbers.

The Miscellaneous, Choose Template for Invoice Packing Slip drop-down list lets you specify how packing slips should look.

The Use Price Levels check box lets you turn on QuickBooks price levels features.

The Sales Orders boxes let you control how the QuickBooks sales orders work, including whether you even want to use sales orders and how they should look when they print, and also pick default templates for packing lists and pick lists.

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