Figure 4 contrasts the effects of this preference upon the Enter New Item window.Įven during set-up of a new QuickBooks file, the Opening Balance fields found in the Vendor, Customer and Item lists create issues because of the manner in which QuickBooks ‘off-sets’ entries made in these fields.
(See figure 3) This new preference affects the Item, Vendor, Customer (and Job) lists. (Note: This option is only available if the preference “Do You Do Progress Invoicing” is turned Off.) Preference to Hide Opening Balance FieldĪdministrators can set a new preference in QuickBooks Enterprise 15 which hides the Opening Balance field from display (or entry) on new list records. Choose Edit from the Menu bar, select the Jobs & Estimates preference, now choose the Company Preferences tab, and checkmark the option to Close estimates after converting to invoice. To turn on this preference you must be logged into the Company file as the Admin user in Single-user mode. In prior versions of QuickBooks Estimates remained open unless you manually ‘closed’ them this new preference feature enhances productivity by eliminating the need to manually close estimates. This new preference cannot be turned-on if you have turned-on the preference for Progress Invoicing. You can set a preference in QuickBooks 2015, all versions which ‘closes’ estimates once you have invoiced them (Figure 2). Preference to ‘Close’ Estimates after Invoicing Please note that many of these preference options are ‘version’ specific. restrict posting of opening balances, and close estimates after invoicing. With QuickBooks 2015 you have more preference options to help control mistakes with data entry including disallowing negative inventory quantities, preventing sales to customers with overdue payments.
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