Open any QuickBooks
window, dialog box, or form, and you’re bound to bump into at least one
drop-down list. These lists make it easy to fill in transactions and forms.
Creating an invoice? If you pick the customer and job from the Customer:Job
drop-down list, QuickBooks fills in the customer’s address, payment terms, and
other fields for you. Selecting payment terms from the Terms List tells the
program how to calculate an invoice’s due date. If you choose an entry in the
Price Level List, QuickBooks calculates the discount or markup you extend to
your customers for the goods they buy. Even the products and services you sell
to customers come from the Item List.
In this chapter, you’ll
discover what many of these lists can do for you and learn whether it makes
sense for you to set them up for your business. Because some lists have their
own unique fields (such as the Price Level Type for a Price Level entry), you’ll
also find out what the various fields are for and how to fill them in. If you
already know which lists and list entries you want, you can skip to page 148 to
master the techniques that work for most lists, such as adding and tweaking
entries, hiding entries, and so on. Once you know how to work with one
QuickBooks list, the doors to almost every other list open, too.
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