How to Customize Preferences in QuickBooks

See QuickBooks: Tips and Tricks for similar articles.

QuickBooks software can be customized to fit the needs of your business. During the setup interview, the questions determine which features are activated and available in your company file. If you took time to answer the questions, you may have already customized some of your settings to meet your organization's accounting needs. There are additional settings available that you should review to ensure you are using QuickBooks most effectively. It may not be apparent which settings and preferences will be most useful just after installing the software, but after using it for a period of time you will better understand how best to customize it to your needs. It is important to back up your company file before making changes. This will allow you to restore your settings and file if there is an error or issue after changing them. To view and set the preferences in QuickBooks, follow these five steps.

This feature works the same in versions 2011–2016 of QuickBooks.
  1. From the menu, select Edit > Preferences. The Preferences window opens.
  2. In the left pane, click the category for the settings you need to change.Settings Categories
  3. Each category includes the following two tabs. Select the appropriate tab.
    • My Preferences. Options on these tabs affect the user who is currently logged in to QuickBooks.
    • Company Preferences. Options on these tabs affect the entire company file. Preferences set on these tabs affect every QuickBook user. Only QuickBooks administrators can access and change company preferences.
  4. Make changes to preferences as needed.
  5. When you finish, click OK.

Certain features of QuickBooks can be activated and deactivated. If you don't need a feature, you can simply deactivate it. Features can be turned on and off at any time by administrators.


Related Articles

  1. How to Transfer Funds Between Bank Accounts in QuickBooks
  2. How to Create a Company File in QuickBooks Using Express Start
  3. How to Create a Profit and Loss Report in QuickBooks
  4. How to Customize an Invoice Form in QuickBooks
  5. How to Add Inventory Items in QuickBooks
  6. How to Write Checks and Enter Bills in QuickBooks
  7. How to Use the Account Register in QuickBooks
  8. How to Delete and Void Checks in QuickBooks
  9. How to Export a QuickBooks Report to Microsoft Excel
  10. How to Add Credit Card Accounts in QuickBooks
  11. How to Run a Sales Tax Report in QuickBooks
  12. How to Enter a Credit Memo in QuickBooks
  13. How to QuickZoom on a Report Item in QuickBooks
  14. How to Track Time for a Single Activity in QuickBooks
  15. How to Customize the Icon Bar in QuickBooks
  16. How to Customize Preferences in QuickBooks (this article)
  17. How to Create a Memorized Report in QuickBooks
  18. How to Change the Default Sales Tax in QuickBooks
  19. How to Create a Sales Tax Group in QuickBooks
  20. How to Add a Filter to a Report in QuickBooks
  21. How to Perform an Advanced Find in QuickBooks
  22. How to Add Items to the Item List in QuickBooks
  23. How to Close a Company File in QuickBooks
  24. How to Change the Header and Footer in a QuickBooks Report
  25. How to Enter Credit Card Charges in QuickBooks
  26. How to Run a Time Tracking Report in QuickBooks
  27. How to Add Vendors in QuickBooks
  28. How to Select Payments to Include in a Deposit in QuickBooks
  29. How to Apply Sales Tax to an Invoice in QuickBooks
  30. How to Quick Add a Name in a Timesheet in QuickBooks
  31. How to Use the Open Window List in QuickBooks
  32. How to Record and Receive Customer Payments in QuickBooks
  33. How to Track Vehicle Mileage in QuickBooks
  34. How to Reconcile an Account in QuickBooks
  35. How to Delete a Memorized Transaction in QuickBooks
  36. How to Record a Sales Tax Payment in QuickBooks
  37. How to Create a Memorized Transfer in QuickBooks
  38. How to Set up a Vehicle List in QuickBooks
  39. How to Enable Class Tracking in QuickBooks
  40. How to Set Up a List of Class Items in QuickBooks
  41. How to Edit a Memorized Transaction in QuickBooks