Settings in quickbooks desktop

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Configure Accounts and Settings.

Update contact info Contact Info tells your customer how to contact you. Information that can be entered here: Company address Customer address Add legal address Optional Company email Add customer email Optional Company phone Company website Be sure to save the updates you have made before exiting the window.

Customise sales form content Under Sales form content section, you can set preferred invoice terms, delivery method, customise transaction numbers and add new fields with custom names. Set up Invoice Reminders Under Reminders add a personal touch to your reminders. Online Delivery Online delivery specifies the way your customer sees your forms. Advance Settings The Advance settings offer many ways for adjustments. Turn on the Pre-fill forms with previously entered content to have QuickBooks recall information that you have used before, and add it to the current form.

Turn on the Automatically apply credits and Automatically apply bill payments to automatically apply credits and bill payments to customer invoices. Was this helpful? Yes No. You must sign in to vote, reply, or post. Sign in for the best experience Ask questions, get answers, and join our large community of QuickBooks users. We have to collect some data when you use this website so it works and is secure.

We'd also like your consent to collect data to study how people use our site. Doing so helps us improve our services and allows us to tailor the marketing you see on our site. Select 'Accept all' to agree or 'Manage consents' to choose which cookies we use. You can change your mind at any time by clicking the 'Manage Cookies' link. Accept All. For example, try changing the default Bill payment terms to Net The Advanced tab offers several other options for adjusting your settings.

For example, Automation helps you save time by cutting down your data entry. To edit your Automation settings, click on the pencil icon that appears to the right of the Automation sub-menu.

You can also automate applying credits and bill payments to your customer invoices and more. For Small Business. Sign In. The QuickBooks User Interface continuously varies with the release of new versions. The main objective of changing an interface is to provide ease of its usage.

It is still available in the right corner of the QuickBooks window. It represents the settings with several options that you need while customizing the settings as per requirements. Sometimes it is not visible, so you need to follow some basic troubleshooting to make it appear. It is frequently seen problems when the user is unable to see the gear icon. Here is the list of steps you need to follow to resolve the missing issue:. The disappearance of the Gear icon is due to a change in the QuickBooks features.

You have to hit on the f5 button to refresh the page. If still issue persists, then follow the below-mentioned steps:. The QuickBooks Desktop comes with a modified user interface. Many traditional menus have been changed.