QuickBooks Sales and Customers: Company Preferences Part 1

Sales and Customers

The Company Preferences tab of the Sales and Customers contains options that affect

 customers, so this section should not be taken lightly. Here is a breakdown of all the options that QuickBooks offers.

  • Sales Forms
    • Usual Shipping Method
      • Select your usual shipping method from the drop-down. if it is not listed, you can add it by selecting < Add New >.
    • Usual FOB
      • Enter in your usual Free on Board terms
    • Warn about Duplicate Invoice Numbers
      • This will display a warning when you try to enter an invoice number of Sales and Customers that is already in the system.
  • Choose a Template for Invoice Packing Slip
    • This lets you choose a packing slip that best fits your company from a drop-down list of templates provided by Intuit.

Check back tomorrow for the conclusion!

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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