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QuickBooks Sales and Customers: Company Preferences Part 2

QuickBooks Sales and Customers

Today we will finish detailing the options in the QuickBooks Sales and Customers section in the

Company Preferences tab. Click here to see Part 1.

  • Use Price Levels
    • Choosing this option allows you to set different prices for different customers or jobs. You can associate different price levels with different customers and it will automatically carry over when you create invoices.
  • Enable Sales Orders
    • If you would like QuickBooks to make your Sales Orders in the QuickBooks Sales and Customers section for you, then choose this option.
  • Warn about Duplicate Sales Order Numbers
    • This will be grayed out if you do not choose Enable Sales orders. This option will display a warning sign if you try to enter a sales order number that already exists.
  • Don’t Print items with zero amounts when converting to Invoice
    • This will remove any line items that have zero amounts in them when you choose to create an invoice. Taking out the zeros can be less confusing for the customer.
  • Choose Template For
    • Packing Slip
      • Here you can choose a template for a packing slip, provided by Intuit.
    • Pick List
      • Choose the best template for your Company for your Pick Lists.

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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