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QuickTips for QuickBooks 2006: Vendor Center, Customer Center, and Employee Center

QuickBooks 2006 introduced a Home page. The Home page shows the visual workflow of your company's tasks and lets you perform those tasks. You access the Vendor Center, Customer Center, and Employee Center from the QuickBooks Home page and the QuickBooks icon bar. This tip helps you find and use vendor, customer, and employee tools and tasks.

First look at the New Centers v. Old Lists overview and comparison. Then use the steps below to view and manage your company's data.


New Centers v. Old Lists Customers & Jobs tab (Alt+J) Transactions tab (Alt+A)
Task Create, Edit, Delete Names Find, Print Names Run Reports Create, Edit, Delete Transactions Find, Print Transactions
QuickBooks 2006 Centers* 'New Customer & Jobs' button or Alt+N

'Edit Customer' button or Alt+J**

Edit menu > Delete or Ctrl+D
View drop-down list > Custom Filter > Search > Search Within Results

Print button or Alt+P
Click a report link to the right of 'Edit Customer' button** or use the Reports menu 'New Transactions' button or Alt+T

Select transaction, then double-click to edit or delete
Edit menu > Find or Ctrl+F

Print button or Alt+P
QuickBooks 99-2005 Lists menu** 'Customer:Job,', 'Vendor,', 'Employee' buttons 'Customer:Job,', 'Vendor,', 'Employee' buttons (QB 99-2005 did not have a name find/filter) 'Reports' button 'Activities' button 'Customer:Job,', 'Vendor,', 'Employee' buttons

'Activities' button
* The above Customer Center overview applies to the Vendor and Employee Centers. You must have the Customer, Vendor, or Employee Center open before the buttons and shortcut keys are available.
** If the selection is not available, choose View menu > Customer List and Details.
*** You must have the Customer, Vendor, or Employee List open before the Customer:Job, Vendor, Employee, Activities, and Reports buttons are available.





Q:  

How do I make customer, vendor, and employee lists that look like QuickBooks 99-2005?

A:  


In QuickBooks 2006, customize the Customer Center, Vendor Center, and Employee Center.

  1. Choose Customers > Customer Center or press Ctrl+J.

  2. Click the Customers & Jobs tab or press Alt+J.

  3. Choose View > Show Full Customer List Only or click on the ->| arrow on the Customers & Jobs tab.

  4. Choose View > Customize Columns.

  5. In the Available Columns list, select the column you want displayed. For example,

    1. Scroll to the bottom of the list.
    2. Select Job Status.
    3. Click Add or press Alt+A.
    4. Repeat steps a through c for each column you want to display.
    5. If you want to change the order of the Chosen Columns, use the Move Up/Move Down buttons.
    6. Choose OK to close Customize Columns.

  6. Position the mouse on the right end of the Name column bar.

  7. The mouse icon changes to a "plus" sizing icon.

  8. Hold the left mouse button and drag the Name column left.

  9. Release the mouse button to make the Name column narrower.

  10. Click the X in the upper right corner or press Ctrl+F4 to close the center.

  11. Choose Customers > Customer Center or press Ctrl+J to reopen the center.

  12. Your customized customer list is displayed.

  13. To run reports, choose View > Show Customer List and Details.

  14. Reports for this Customer appear in the upper right section of the Customer Center.

  15. Choose one of the following:

    1. QuickReport
    2. Show Estimates (if Estimate Preference is on)

  16. If the above Customer reports are not what you need, use the Report Center or Reports menu.

  17. To customize your vendor list, choose Vendors > Vendor Center.

  18. Click the Vendors tab or press Alt+D.

  19. Repeat steps 3 through 9.

  20. To run reports, choose View > Show Vendor List and Details.

  21. Choose one of the following:

    1. QuickReport
    2. Open Balance

  22. If the above Vendor reports are not what you need, use the Report Center or Reports menu.

  23. To customize your employee list, choose Employees > Employee Center.

  24. Click the Employees tab.

  25. Repeat steps 3 through 9.

  26. To run reports, choose View > Show Employee List and Details.

  27. Choose one of the following:

    1. QuickReport
    2. Payroll Summary
    3. Paid Time Off Report
    4. Payroll Transaction Detail

  28. If the above Employee reports are not what you need, use the Report Center or Reports menu.

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Q:  

How do I find Customer or Vendor names in my lists?

A:  


In QuickBooks 2006, set your search criteria in the new Custom Filter. (New in QuickBooks 2006 Pro and Premier Editions. In QuickBooks Enterprise Solutions 5.0, "Custom Filter" was known as "Look for.")

  1. Choose Customers > Customer Center or press Ctrl+J.

  2. Click the Customers & Jobs tab or press Alt+J.

  3. Click the View drop-down list on the Customers & Jobs tab.

  4. The default view is Active Customers. You have four options:

    1. All Customers.
    2. Active Customers.
    3. Customers with Open Balances.
    4. Custom Filter.

  5. Click the Search drop-down list.

  6. Choose Custom Filter.

  7. Choose Search Within Results. In the For field, type the text you need to find. For example, type auto to find all names containing auto, automobile, automatic, and so on.

  8. Choose Go to display.

  9. The names containing your search criteria are displayed. To refine or change your search, click the View drop-down list.

  10. Repeat steps 5 through 9.


The above steps can also be used for Vendors > Vendor Center > Vendors tab.
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