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08:57:38 pm

Crucial Functions Inside QuickBooks

The user enters remaining information from the bank statement and chooses the appropriate accounts for interest earned and bank service charges. Notice that withdrawals and deposits are displayed side-by-side for easy review during the reconciliation process. QuickBooks also allows users to pick from a list the columns to display in the reconciliation. The “Reconcile Now” button finishes the reconciliation. This is useful if searching for a few cents would be considered too time-consuming in relation to the derived benefit.

A modifiable form includes a drop-down Template box in the Header Area and a “Customize” button. For 2012, it has been improved and includes separate Vendor (or Customer) and Transaction tabs. The history pane can be hidden by clicking on the right-arrowhead that appears in its upper left corner. The “Customize Your QuickBooks Forms” window feature was added in Accounting Advice 2010. In the window that opens, copy the standard template and change the template name (replace the name in the “Template Name” box) to “Celebration Creations PO.” Basic Customization allows the user to add a status stamp to the form (“Paid,” “Pending,” etc.), modify the information displayed concerning the company, and add a company logo. While moving through the tabs, notice that most individual elements may be selected for screen display, for printer, for neither, or for both. Also notice that titles displayed for data fields can be changed; in some cases, so can the order of field display. Certain user-defined fields may be made common to employees, customers, and vendors. This allows the user to assign a different class to each item of a multiple-distribution transaction rather than simply to assign one class to the transaction as a whole.

To memorize transactions, select the transaction and click on the Edit menu. First, new frequency choices were added to notification settings. Second, the QuickBooks window that prompts users to approve or delay automatic entry of memorized transactions now gives users the ability to approve or delay such entries on an individual basis. This box is checked by default when a new transaction is created on a form. The check box status does not prevent the user from printing. If for any reason, a form requires a reprint later, simply locate the individual transaction and print it while the form is open or recheck the box on a group of transactions and repeat the batch print process.

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