To set up Accounting Plus to conform to the way you work

If you haven’t already read the Your Company Overview, see Customizing work preferences for more information.

There are a number of ways you can set up Accounting Plus to help you make your accounting tasks more efficient.

  • You can use the Easy-Fill feature to quickly enter account numbers, item numbers and card names that you enter frequently. When you enter an existing account number or card name, Easy-Fill will “recognize” the entry you’re making and automatically fill in the rest of the entry for you. If you want to use Easy-Fill, click the Windows tab in the Preferences window, then mark the box labeled “Use Easy-Fill When Selecting From a List.”
  • If your company has many items in stock, your list of items is probably long. If you’d like to sort your item search lists alphabetically by the items’ names instead of by the items’ numbers, click the Windows tab in the Preferences window, then mark the box labeled “Select Items by Item Name, Not Item Number.”
  • Pressing the enter key will click the default button (the button with a dark border around it). If you’d rather press the enter key to move between fields in the windows, click the Windows tab in the Preferences window, then mark the box labeled “The Enter Key Works Just Like the Tab Key When Entering Data.” (If you mark this selection, you can still use the tab key to move between fields, as well.)

There are a few areas in Accounting Plus where the enter key and the tab key work differently, regardless of your selection here: In text boxes that allow you to enter multiple lines of information (such as address fields), the enter key moves the insertion point to the next line in the text box, while the tab key moves the insertion point out of the text box and into the next field in the window. Also when you’re entering line items for sales, purchases and other transactions, the tab key moves the insertion point to the next column but remains on the same line; the enter key moves the insertion point to the next line, where you can begin entering a new line item.

  • If you enter long descriptions on sales and purchases, and you want to view those descriptions in their entirety whenever the Description field is active, click the Windows tab in the Preferences window, then mark the box labeled “Use Expandable Data Entry Fields in Windows.”
  • If you want to the To Do List to appear immediately when you start Accounting Plus, click the Windows tab in the Preferences window, then mark the box labeled “Display To Do List When Starting Accounting Plus.”

To set up Accounting Plus to conform to the way you work