Tuesday, February 28, 2012

QuickBooks: Using Color to Help Identify Accounts or QuickBooks Files

It is frustrating to enter transactions into QuickBooks and discover you entered them into the wrong bank account or QuickBooks file. Using different colors can help differentiate checkbook registers (i.e. accounts) or QuickBooks files.

This helps you quickly identify which account or file is currently open. Read below for details on how to change the color of accounts and QuickBooks files

· Double click on the Account you want to modify from the Chart of Accounts: (Bank, Accounts Receivable, Other Current Assets, Other Asset, Fixed Assets, Accounts Payable, Credit Card, Other Current Liability, Long Term Liability, or Equity).
· From the Edit menu, select Change Account Color...
· Click on the color you want the Account Line to be changed to.
· Click OK.

If you have more than one QuickBooks data file, you may want to consider changing the color scheme of each so that you can quickly identify which file is which.

Edit –> Preferences –>Desktop view –>My Preferences –>Color Scheme –>select the color

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