tooltip time number one the Preferences window the Preferences window controls the behavior of the
file as you use it changing a preference makes the file behave differently for example we don't want
QuickBooks to warn us if a transaction is dated in the future or dated too old we need to switch off
that preference let's take a look from the main menu click edit preferences and the Preferences
window opens up when you click on the Left panel you get different categories of preferences you
must click the accounting category of preference and then click the company preferences tab in
order to find the two specific options that are causing the pop-up to appear when your transaction
is dated too far in the future or too far in the past all you have to do is click on the check mark
to remove the option in both cases and when both check marks are removed we will no longer get that
annoying popup message click OK and QuickBooks will remember not to pop up a message when the
date of the transaction is in the future or too far in the past example number two we do not want
the homepage to show up when we open the company file you don't need the homepage you can open any
window that you can open from the homepage you can also open from the main menu so let's stop
the homepage from popping up when you open the file once again from the main menu click edit
preferences the category of preference in this case is desktop view you must click desktop view
and of the two tabs on top you have to click my preferences when you do that you see the command
or option that says show the home page when opening a company file just click the check
mark to remove that option and then when you click OK you will no longer see the homepage
pop up when you open the company file don't worry if you ever need the homepage you can always click
company home page and it will open up and you can do whatever you want example number three
we do not want QuickBooks to beep when we record a transaction how do you shut that off from the
main menu click edit preferences the category of preferences in this case is general and don't
forget you have to make sure you click the my preferences tab general category my preferences
tab and the option here beep when recording a transaction is already checked off we have to
click to remove the checkmark then when we click OK you will no longer hear a beep when you record
a transaction example for we want to turn off all pop-ups for advertisements regarding QuickBooks
services that they might offer that's in the exact same place as the previous preference
we just changed from the main menu click edit preferences we go to the general category make
sure you choose the my preference tab and this is not checked turn off pop-up messages for products
and services click here and click OK and you will no longer see pop-up messages for services
and products that the quickbooks company offers example 5 we want QuickBooks to always refresh
reports immediately any reports that are open at the moment we record a transaction
will immediately reflect the change from that transaction and this means we don't have to
close the report and reopen it just to see the result of that transaction from the main menu
click edit preferences this time the category of preferences reports and graphs and then make sure
you're in the my preferences tab click refresh automatically and this means the reports will
update as soon as you record a transaction when you click OK you can be sure that if a report
window is open while you're making a transaction that very same transaction will change the report