QuickBooks for Mac 2014 User’s Guide v
Attaching documents and other files to
QuickBooks 214
!
Tips and tricks for attaching files in
QuickBooks and using the Attached
Documents Library ! 216
!
Attachments Center 217!
Layout Designer 218!
Opening Layout Designer 218!
Choosing what goes on a template 219!
Formatting a template 220!
Layout Designer: FAQs 220!
Budgeting 221!
Setting up a budget 221!
Graphing a budget 222!
Creating reports about your budget 222!
Printing in QuickBooks 224!
Printing forms 224!
Printing checks 225!
Printing everything else 226!
Troubleshooting printing 227!
Emailing forms 228!
Adding Email Addresses 229!
Adding a Note to the Emails 229!
Troubleshooting email 229!
Restoring Your Company File from a
Backup 230!
APPENDIX A! Keyboard shortcuts 232!
APPENDIX B! Intuit Interchange Format
236
!
Chart of accounts (ACCNT) 237!
Budgets (BUD) 238!
Class list (CLASS) 238!
Customer Type list (CTYPE) 239!
Customer:Job list (CUST) 239!
Employee list (EMP) 240!
Header information (HDR) 241!
Item list (INVITEM) 241!
Customer Message list (INVMEMO) 243!
Other Names list (OTHERNAME) 243!
Payment Method list (PAYMETH) 243!
Ship Via list (SHIPMETH) 244!
Transactions (TRNS and SPL) 244!
Vendor list (VEND) 247!
Vendor Type list (VTYPE) 248!
APPENDIX C! Preferences 249!
1099 preferences 250!
Attachments preferences 251!
Backup preferences 252!
Checks preferences 253!
Contact Sync preferences 254!
Data Entry preferences 254!
Feedback preferences 255!
Finance Charges preferences 255!
Inventory preferences 256!
Jobs preferences 257!
Merchant Service preferences 257!
My Company preferences 258!
Online Invoice Payments preferences
259!
Payroll preferences 260!
Reminders preferences 261!
Reporting preferences 261!
General 261!
Classify Cash 262!
Sales & Invoicing preferences 263!
Sales Tax preferences 264!
Sounds preferences 265!
Time Tracking preferences 266!
Toolbar preferences 266!
Transactions preferences 267!
Users & Passwords preferences 268!
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