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As QuickBooks has emerged as one of the most preferred accounting software suites for small businesses, the development team at Intuit keeps on giving a shape to the software so as to make sure it meets the requirements with an increased accuracy.

When you open QuickBooks 2016, its homepage appears with some common tasks and applications that can be used for businessmen, customers, clients, and other important players of a balance sheet. However, QuickBooks provides enough room for the users to add/remove applications in accordance with their business requirements. Because QuickBooks is all about expediency in bookkeeping, you should understand the software is designed to run as per your will; so update it in such a way that you can meet your business requirements without any hurdle.

Customizing sales settings is probably the most required feature in QuickBooks 2016 that allows the users to turn on/off main features, for example customer payment terms, custom fields, and custom invoice numbers in accordance with your business requirements.

While customizing the settings, there is a chance to come across some technical problems. If you experience any sort of problem in the accounting software, you should visit QuickBooks support site to get help and support on QuickBooks sales settings by certified technicians or pro advisors.

In many conditions, you will have to go through some annoying steps, but you should never get dismayed as the function and speed of QuickBooks accounting software are also determined by efficiency of your computer system.

Here is how you can customize the sales settings in your QuickBooks 2016:

  • Click Gear Icon that is located on the upper right hand side and choose Company Settings.
  • Click on Sales tab in the Company Settings.
  • Now you need to modify the preferences in the “Sales Form Content.”
  • You need to check the box next to the features so as to turn them either on or off so as to ensure your preferred settings.

You will come across the following features:

  • Preferred invoice terms
  • Preferred delivery method
  • Shipping
  • Custom fields
  • Custom transaction numbers
  • Service date
  • Discount
  • Deposit

Once you set up the above preferences in Sales Settings in your QuickBooks 2016, you need to save the changes and restart the software and check if the modifications in Sale Settings are working out properly.

Though the steps are not much complicated, yet you can contact QuickBooks support phone number dial here for online help to customize sales settings in case of any technical problem.

Customizing QuickBooks 2016 in accordance with your business requirements is no longer a challenging task, as you can access experienced professionals to address all types of hurdles in a real time.

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