 |
 |
QuickBooks
Online Manual
Editing
Editing
an Account
| 1. |
Display the "Chart of Accounts" by going to the
"Lists" menu and clicking on "Chart of Accounts". |
| 2. |
Highlight the account you want to edit by clicking
on it once. |
| 3. |
From the "Account" menu button at the bottom of
the window, choose "Edit". |
| 4. |
You can then change any information shown in the
"Edit Account" window. |
| 5. |
Click "OK" when you have finished making changes. |
Back to [ Top ] [ QuickBooks Index ]
Editing
or Changing Job Information
Once you have set up a job for a customer, you can add
to or edit the information as needed (or as the job
progresses). It is important to note that QuickBooks
does not automatically update a job's status, you must
change the information yourself.
| 1. |
From the "Lists" menu, choose "Customer:Job" or
choose the icon Customer List. |
| 2. |
If the list shows one or more jobs under the customer's
name, highlight the job you want to edit and choose
"Edit" from the "Customer:Job" menu button. |
| 3. |
If there are no jobs under the customer's name,
select the customer, choose "Edit" from the "Customer:Job"
menu button and then click "Job Info". |
| 4. |
If you want to add a job to a customer, highlight
the customer and choose "Add Job" from the "Customer:Job"
menu button. |
| 5. |
In the "Edit" window, enter the additions or changes
you would like to make. |
| 6. |
Click "OK" to record your changes. |
|
| • |
Remember:
QuickBooks is not a controlled accounting
system so any transactions you make can
be edited, changed, or deleted. |
|
Back to [ Top ] [ QuickBooks Index ]
|
|
|
|
