Quicken Productivity Tip - Customizing Lists
by Lee Smith Technical SupportThe "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
Class
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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Created on Nov 17th 2017 05:10. Viewed 665 times.