Quicken Productivity Tip - Customizing Lists

by Lee Smith Technical Support

The "List" is another basic Quicken feature. You will fill out most Quicken forms by selecting entries from a list.  Lists save you time and help you enter your information consistently and correctly.


Quicken Lists are the backbone of the entire process of keeping your books.  Each and every transaction that you enter in Quicken will work with multiple lists in order to provide you with job costing and accounting functions.


You will find yourself always using these standard lists:


Chart of Accounts

Item (Cost Code)

Fixed Asset

Price Level

Billing Rate Level

Sales Tax Code

Payroll Item


Workers Comp Code

Other Names

When you select any of these Lists, they display various information, arranged in columns.  Did you know that these columns can be customized to display additional information that would be valuable to you and your company?


A good example of customizing information that is displayed in the Chart of Accounts List would be to automatically know, just by looking at the Chart of Accounts, which accounts had been flagged as being 1099 accounts - without having to go into the 1099 Preference and determining which accounts had been selected.


To display a 1099 flag in your Chart of Accounts, you would:


From the Lists menu

Choose Chart of Accounts

Click the Account button at the bottom of the window

Choose Customize Columns

This displays a Customize Columns - Chart of Accounts window which displays a list of Available columns on the left and Chosen columns on the right.  Click on the 1099 Account option to select it, then click the Add button.

The 1099 Account option is now displayed in the Chosen Columns on the right.  Click Ok to save your changes.

Now, when you display your Chart of Accounts List, any accounts that have been selected for 1099 reporting will be flagged and display the type of 1099 required.

Customizing the columns displayed in the Chart of Accounts listing to display 1099 flag provides a productivity boost all year long - not just at year end.


Go ahead and experiment with the information displayed in various lists by selecting available columns on the left and adding them to chosen columns on the right.


Simple customization such as this will help you get more done in less time - because you don't have to constantly search for information.


Nancy Smyth is a Certified Quicken ProAdvisor and Intuit Gold Developer specializing in offering Quicken users an easy and efficient means of complying with Federal and State Prevailing Wage Laws and generate certified payroll reports from Quicken data.


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About Lee Smith Freshman   Technical Support

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Joined APSense since, November 9th, 2017, From New York, United States.

Created on Nov 17th 2017 05:10. Viewed 666 times.


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