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Set general preferences

The QuickBooks general preferences allow you to configure the way in which some functions and keys work in QuickBooks. For example, you might want to press Enter instead of Tab to move between fields on a form or, you might want QuickBooks to enter decimal points in a certain way.

Your personal preferences

These preferences affect how QuickBooks works for you, but not for other users.

Pressing Enter moves between fields

Pressing Enter moves between fields

Automatically open drop-down lists when typing

Automatically opens a drop-down list in all fields with lists. The drop-down list opens as soon as you begin typing a character that matches a list item in that field. For example, if you are writing a check and type the letter "B" in the "Pay to the Order of" field, the drop-down list will open if there is a list item that begins with a "B", such as "Bank of Middlefield."

When this preference is off, QuickBooks does not automatically open drop-down lists. To manually open a drop-down list, click the arrow button to the right of the field.

Restrictions: "Automatically open drop-down lists when typing" works only in fields that have lists and only if the character you type matches a character in the list. For example, drop-down lists will not open in the memo or description fields because there are no lists for those fields. Additionally, if you type "R" in a field with a list, but that list does not contain an entry beginning with the letter "R", the drop-down list will not automatically open.

Where to find this preference:

Open the general preferences

Beep when recording a transaction

Beeps to confirm that a transaction is being recorded.

When this preference is off, transactions are recorded with no accompanying sound.

Automatically place decimal point

Automatically place decimal point

Warn when editing a transaction

Warn when editing a transaction

Bring back all one-time messages

Restores all one-time messages that you have turned off.

One-time messages provide helpful information on how to use QuickBooks. When one of these messages appears, you can turn it off so that it doesn't appear again.

Turn off pop-up messages for products and services

Turns off messaging in QuickBooks that informs you of available products and services that work with QuickBooks.

When this preference is off, you will be notified through pop-up messages about products and services that work with QuickBooks.

Where to find this preference:

Open the general preferences

Show ToolTips for clipped text

Moving the mouse over a field where the text is too long to fit displays ToolTips that show the entire contents of the field.

Turn this preference off if you prefer not to display the ToolTips.

Where to find this preference:

Open the general preferences.

Opening general preferences

Warn when deleting a transaction or unused list item

Warn when deleting a transaction or unused list item

Keep QuickBooks running for quick startups

After you start your computer, QuickBooks starts and runs in the background so it's ready when you need it.

When this preference is turned off, QuickBooks won't run in the background.

Where to find this preference:

Open the General Preferences

Click the following link for more information and detailed instructions:
Go onlinehttp://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/899141.html.

Automatically recall information

Automatically recall information

Default Date to Use for New Transactions

Default date to use for new transactions

Keep custom item information when changing item in transactions

Changes the way QuickBooks handles a customized item description in transactions if the item is changed after a customized description has been entered. For example, if you're entering a purchase order and customize the description of an item but then realize you've selected the wrong item, you can change the item without losing the description you've typed. Changes are only saved in the current transaction and do not change the default description of the item.

  • Ask: Prompts you to choose whether you want to use the customized description or whether you want to discard the changes and use the default description instead.

  • Always: Automatically uses your customized description on the newly selected item without prompting you.

  • Never: Automatically uses the default description of the newly selected item without prompting you.

Where to find this preference:

Open general preferences

Company-wide preferences

These preferences affect all users. Only the QuickBooks Administrator can change them.

Time format

Sets the format for time entries in QuickBooks:

  • Decimal: When you select this format, QuickBooks automatically interprets time entries as decimal fractions. For example, when you enter 4:30, QuickBooks converts your entry to 4.5 (4 and one-half hours).

  • Minutes: When you select this format, QuickBooks automatically interprets time entries as hours and minutes. For example, when you enter 4.5, QuickBooks converts your entry to 4:30 (4 hours and 30 minutes).

Always show years as 4 digits

Sets the format for date entries in QuickBooks.

When you select "Always show years as 4 digits," QuickBooks automatically displays the year as four digits.

When "Always show years as 4 digits" is not selected, QuickBooks displays the year as two digits; that is, "00" for 2000, "01" for 2001, and so on.

If you enter a year using two digits—for example, "98" or "99,"—QuickBooks uses the following convention to determine the four-digit year.

If you type a two digit number between:

QuickBooks uses:

28-99

1928-1999

00-27

2000-2027

To verify the four-digit year, click the calendar icon to bring up the current month's calendar.

Never update name information when saving transactions

Never update name information when saving transactions
KB ID# H_PREF_OV_PREF_GENERAL
12/4/2016 10:23:46 AM
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