Record and transaction settings
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Set up preferences that suit your business and save you time when creating records and processing transactions.

Go to More, Settings, then Business settings. Click Record and transaction settings to enter your default settings and preferences.

How this works

Use these options to:

  • Set default credit terms
  • Set default categories to use when entering transactions or creating records
  • Choose how to sort categories on menus and drop-downs
  • Choose your profit or loss is shown on your balance sheet

Default ledger accounts

Show Profit and Loss Account value

Choose whether to show the amount of your Profit and Loss account separately on your Balance Sheet or in your calculated Profit and Loss amount.

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