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How to Retain Custom Item Information in QuickBooks Transactions QuickTip

Changing Descriptive Text or Prices in Sales Transactions

Another handy option you’ll find in QuickBooks is the Keep Custom Item Information When Changing Item In Transactions option. Let’s say you enter an item in a transaction, and type your own customized text in the Description column. Then you say “Oops, that’s not the item I meant to select,” and then you select a different item in the Item column. Depending on the option you select here, QuickBooks will keep the customized text you typed in the Description column instead of entering the default description text for the new item you selected… or not. If this is something that happens to you all the time, select Always, if it happens to you sometimes, select Ask, and if you don’t think you’re likely to face this scenario, select Never. The same thing happens if you entered a different price (instead of, or in addition to, the description), and then changed the item. To choose the suitable option for your company:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the General icon on the left pane and then click the My Preferences tab.
  3. In the Keep Custom Item Information When Changing Item In Transactions section choose Always, Yes, or No.
  4. Click OK to save this setting.

 

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