QuickBooks Sales and Customers: My Preferences

October 5, 2023

The Sales and Customers section has preferences that have to do with parts of QuickBooks

that customers will see. The following is a breakdown of the options in the My Preferences tab.

Add Available Time/Costs to Invoices for the Selected Job
- This section controls what happens when you create an invoice for a customer who has outstanding bills already. If you choose Prompt for time/costs to add then a window will appear and ask you what you want to add to this invoice from a previous bill. Don’t Add Any will not add anything. Ask what to do will ask if you would like to add anything or not.
Show Payment Toolbar on Receive Payment and QuickBooks Sales Receipt forms
- Checking this option will show the payment toolbar when working in QuickBooks. It is a good tool to have open, but if you would like to clear up some space in these windows you can uncheck it to hide the toolbar. The options are still available elsewhere.

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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