#How to get to preferences in qb for mac how to#
#How to get to preferences in qb for mac for mac#
#How to get to preferences in qb for mac windows#

You need to select Auto Apply to see the results of your payment on the amounts for selected invoices.

When this preference is off, QuickBooks doesn’t automatically calculate payments.

When this preference is on, QuickBooks continues to automatically calculate the Amount Received based on the invoices you select or deselect for that payment.

Select Automatically calculate payments, if you want to check the invoice first and have QuickBooks automatically calculate the total amount in the Amount Received field.

#How to get to preferences in qb for mac how to#

Note: When this setting is off, QuickBooks won’t apply customer payments and you must specify how to apply a payment when you’re in the Receive Payments window. If the amount received is less than the customer's outstanding balance, QuickBooks applies the payment to the oldest invoices first. Select Automatically apply payments, if you want QuickBooks to automatically apply a customer's payment to their outstanding invoices. The income you receive for reimbursable expenses posts to the expense account, thus canceling the original expense.

When this setting is off, QuickBooks doesn’t let you track customer reimbursements in a separate income account.

#How to get to preferences in qb for mac windows#

When this preference is on, QuickBooks adds this checkbox and field to the New and Edit Account windows for expense accounts.

Select Track reimbursed expenses as income, if you want to track an expense and your customer's reimbursement for the expense in separate accounts. For example, your item cost is $10.00, and you set the markup to 25%, QuickBooks then fill in the sales price as $12.50. When you enter the item's cost, QuickBooks automatically calculates the sales price and enters it in the Sales price field. You'll see the effect of the default markup percentage when you create inventory part, non-inventory part, service, and other charge items. In the Default markup percentage field, set the percentage markup to calculate the sales price of items that have both a cost and a sales price. In the Usual Shipping Method field, enter the shipping method to let QuickBooks automatically fill in the Ship Via field on each sales form where the field appears. This lets QuickBooks automatically fill in the FOB field on each sales form where the field appears. In the Usual FOB field, enter the name of your FOB site. Usual FOBįree on Board (FOB), is the site you usually ship your invoiced products from. If you don't want to have these items appear on the invoice, select Don't print items that have zero amounts. Note: If you use progress invoicing, you may have a situation where an item on one of your invoices has an amount of 0.

Select I want to create progress invoices from estimates, if you want to invoice a customer progressively through a project.

If you’re not concerned about duplicate numbers, clearing the checkbox lets QuickBooks record estimates faster.

Note: Checking for duplicate numbers slows QuickBooks a bit when you record an estimate. Select Warn me about duplicate estimate numbers, if you want QuickBooks to warn you when the estimate you’re recording has the same number as an existing estimate.Note: QuickBooks will keep your estimates even if the setting is off. When estimating is on, you’ll see the Estimate button on the Customer:Job list.

Select Customer and/or job estimates are prepared to create a new estimate, or display an existing one.

Sales and Invoicing preferences Estimates

When you’re done, close the Preferences window.

Check out the details of each preferences below and set them accordingly.

On the Preferences window, select Sales & Invoicing.

Go to QuickBooks, then select Preferences.

Here’s how to start setting your preferences. These settings let you control how QuickBooks behaves when you enter a sale.

#How to get to preferences in qb for mac for mac#

QuickBooks Desktop for Mac can process transactions based on the preferences you set. Learn how to set up sales and invoicing preferences in QuickBooks Desktop for Mac.