QuickBooks Preferences Series – The Accounting Screen – My Preferences

October 3, 2023

The first section that we will cover in our QuickBooks Preferences Series on the Preferences screen is the options housed in the Accounting window.

All QuickBooks Preferences Series screens have two tabs: the My Preferences screen, which houses options that will only affect the current QuickBooks user, and the Company Preferences screen, which contains any options that will affect all users. Today, we will be covering the Accounting section’s My Preferences screen.

Options listed in My Preferences:

Autofill memo in a general journal entry
- Clicking this option will automatically attempt to fill in the memo field when making journal entries. This can be a great time-saving tool when entering a large amount of journal entries. While the memo field does auto-populate, it can be changed manually if the wrong data is filled in by QuickBooks.

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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