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Transaction preferences

Learn how to set up your transaction preferences in your QuickBooks Desktop for Mac.

Your transaction preferences manage what transactions appear in your company file. Here’s how.

Set up Transactions preferences

  1. Go to QuickBooks, then select Preferences.
  2. On the Preferences window, select Transactions.
  3. Select the transactions you want to see in your company file.
    • Require accounts. Record transactions that have no assigned accounts. QuickBooks automatically assigns these transactions to Uncategorized Income or Uncategorized Expense.
    • Use account numbers. Assign numbers to your accounts. A Number field appears in the New Account and Edit Account windows. QuickBooks includes your account numbers in the chart of accounts, in all Account fields, and on reports and graphs.
    • Use class tracking. Categorize transactions by assigning them to the classes on your Class list. QuickBooks includes a Class field for all transactions.
    • Use audit trail. Automatically log all transaction changes in the audit trail report. This gives you a running account of how each of your transactions changed. When this setting is off: QuickBooks logs only the most recent version of each transaction in the audit trail report.
    • Warn about duplicate bill numbers. QuickBooks warn you when you try to record a bill that has the same number as an existing bill. The bills don’t have to be from the same vendor for the warning to occur. The warning causes QuickBooks to take more time to record a bill. If you’re not concerned about duplicate numbers, don’t select this preference.
    • Bills are due __ days after receipt. Enter the number of days you want QuickBooks to use when it calculates the due date of your bills. QuickBooks initially assumes that bills are due 10 days after receipt. 
    • Enable AutoImport folder. Used for third-party applications. If you need this, the third-party application's set up information will tell you.
    • Automatically assign general journal entry number. Have QuickBooks assign the next number when you make a new general journal entry
    • Use current date as default for new transactions. Have QuickBooks automatically enter today’s date for new transactions. The default (unchecked) is for QuickBooks to enter the same date as for the previous transaction.
  4. Close the Preferences window.

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