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QuickBooks Desktop View: Company Preferences

QuickBooks Desktop View

The Company Preferences tab of the QuickBooks Desktop View preferences can be a little bit tricky, but it is important to understand the ins and outs of this tab.  The entire tab is dedicated to what displays on the Home Page in QuickBooks. However, as you will see when you read on, some home page options cannot removes unless other options enable or disables. For example:

  • Invoices
    • This option removes the Invoices button from the homepage. However, most users will notice that the invoices checkbox is grayed out. If you want to remove the invoices button from the home page, then all of the following conditions must be met:
      • Estimates must turns off
      • Either Sales Receipts OR Statements OR both must be on.
      • If Sales Receipts are off, then Sales tax must be off as well
      • Sales Orders Must be off
  • Sales Receipts
    • Checking this box will add the Sales Receipts window to the Home page
  • Statements and Statement Charges
    • Checking this box will add the Statements and Statement Charges window to the Home page
  • Estimates
    • Estimates are a link to the Jobs & Estimates preference screen on QuickBooks Desktop View, which we will be covering later on. For now, just know that if you need to turn estimates off, just answer “No” to the questions “Do You Create Estimates” and “Do You Do Progress Invoicing”
  • Sales Tax
    • This is another link, this time going to the Sales Tax screen. We will cover this later, but if you need to turn it off, just click “No” where it says “Do you charge sales tax?”
  • Sales Orders
    • This is a link to the Sales & Customers screen. Turn off Sales Orders by unchecking the “Enable Sales Orders” check box.
  • Inventory
    • Again, a link to Items & Inventory. Turn it off by unchecking “Inventory and purchase orders are active”
  • Payroll
    • This is a link to the Payroll & Employees screen. Turn this feature off by selecting the “No payroll” radio box
  • Time Tracking
    • Finally, this links to the Time & Expenses screen. Turn the related feature off by answering “No” to the “Do you track time” field

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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