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I. Getting Started > 5. Setting Up Other QuickBooks Lists

Chapter 5. Setting Up Other QuickBooks Lists

Open any QuickBooks window, dialog box, or form, and you’re bound to bump into at least one QuickBooks list. These drop-down lists make it easy to fill in information for transactions and forms. Creating an invoice? If you pick the customer and job from the Customer:Job list, QuickBooks fills in the customer’s address for you. If you select the payment terms from the Terms list, QuickBooks adds the due date to the invoice. If you choose an entry in the Tax list, QuickBooks calculates the sales tax due on the goods sold on the invoice. Even the items you sell to the customer come from the Item list, but you already learned about that list in Chapter 4.

In this chapter, you’ll learn what the different lists actually do for you and whether you should bother setting them up for your business. Because some lists have their own unique fields (such as the “Vendor eligible for 1099” checkbox for a vendor entry), you’ll also learn what the fields do and how to fill them in. If you already know which lists and list entries you want, you can skip to Creating and Editing List Entries to master the techniques that work for every type of list in QuickBooks, such as creating and editing entries, merging entries, hiding, and so on. Learn how to work with one QuickBooks list, and the doors to every other list open as well.


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