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Using Lists
QuickBooks 5 displays
three buttons at the bottom of each
list. Each button drops a menu of
functions. (In earlier versions, a few
of the menu functions are directly labeled on
buttons. Instructions for QuickBooks 5
should be readily usable in the early
versions.)
Account
opens the first set of functions, most of them being obvious. Only a few need comment:
Edit (or
Control-E) provides access to the account
header, where you can change the account
name, account type (if permitted,)
description, etc.
Delete (or
Control-D) will only get an error
message, if the account is a balance sheet
account and contains transactions.
Income and expense accounts can always be
deleted. If they were used in
transactions, those transactions will show
undocumented income or expense.
Use (or
Control-U) is intended for inserting an
account or other list entity in a
transaction, at the place where you were
working before you opened the list.
Testing indicates the function actually
behaves as if you typed the name of the
entity in the using location.
Print List (or
Control-P
) elicits, in QuickBooks 5, a recommendation to use a
List Report (described below.)
Re-sort List
returns the list to the alphabetically sorted condition.
Activities
brings down a few lines from the
Activities menu.
Reports
connects to a few reports.
QuickReport
runs that type of report on whichever account is currently selected, in this case, Sales Tax
Payable (which is scrolled out of sight in the illustration.) QuickReports are discussed in the Reports chapter.
They are relatively simple in QuickBooks 5. Earlier versions have some built-in directives on the QuickReports
, which the user needs to understand.
List reports
selection enables display or printing of contents of a list, whichever list is displayed. Each record
gets one line, the fields being listed across the line. Generally, two forms of each list report are offered: narrow
or very wide. The Customize
button lets you select columns to display or omit. The other actions with list
reports are as described for all reports, in that chapter.
Earlier
versions of QuickBooks have direct action buttons at the bottom of each list. Shortcut keys follow the
Windows rule, Alt and the key for the underscored letter. An example is
Alt-U for Use.
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