180 lines
9.9 KiB
HTML
180 lines
9.9 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Company preferences">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Company Preferences: General</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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tr.hcp1 { vertical-align:top; }
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td.hcp2 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px;
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border-bottom-width:1px;
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border-bottom-style:Solid; }
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font.hcp3 { font-family:"Wingdings 2";
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font-weight:bold; }
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font.hcp4 { font-weight:bold; }
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span.hcp5 { font-weight:bold; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: General</p>
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<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_secadmin/secadminoverview.htm">Employee & Security Overview</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">The General Page contains preference settings affecting general program usage, rather than a specific area, including the ability to remove features you do not wish to use.</p>
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<table cellspacing="0" width="378">
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<tr class="hcp1">
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<td style="width:36.51%;" bgcolor="#D6D6D6" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Preference</p>
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</td>
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<td style="width:63.49%;" bgcolor="#D6D6D6" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Function</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">General Options</p>
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</td>
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<td style="width:63.49%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Require users to sign in</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Require users to login to Point of Sale using the login names and passwords you have assigned.</p>
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<p class="Help-Text">Only the <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_secadmin/about_the_security_administrator.html');return false;">System Administrator</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> can change this setting after it has been turned on.</p>
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<p class="Help-Text">Changing this setting requires that a System Administrator password be entered and that all open windows be closed before saving.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Automatically log out users after each sale</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Automatically logs out the current user upon saving a receipt (if users are required to log in).</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Warn when editing documents, items, or customers</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Confirm edits to documents, items, or customers before carrying out the action.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Warn when deleting documents, items, or customers</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Confirm deletions of documents, items, or customers before carrying out the action.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Bring back all one time messages</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text">Selecting <font class="hcp4">DO NOT SHOW ME AGAIN</font> from a Point of Sale message prevents that particular message from being displayed. Selecting this preference brings back all such messages. This option is then cleared. You may have to close and re-open currently open windows for the messages to show up.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Select features to use</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Select the checkboxes for features you use in Point of Sale. Clear the checkboxes to remove a feature. Related icons, menu options, and information fields are removed from Point of Sale screens. Return here at anytime to change your choices.</p>
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<p class="Help-Text">Changing these settings may require you to close any open windows in related areas before saving.</p>
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<p class="Help-Text">(Pro) Some choices are interdependent, e.g., if you choose to use customer orders, then customer tracking is a required feature.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Data Safeguard</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">= By default, a backup is made of your company file</font> once per day when you exit Point of Sale on the Server Workstation. Change this selection to create a backup at a scheduled time instead. Read the information in the help sidebar about requirements for scheduled backups. <a href="../qbpos_data_protection/backup_automatic.htm">Learn more</a>.</p>
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<p class="Help-Text">(Pro) <span class="hcp5">Include item images...</span> Select the check box to include item images in your backup file. This option may greatly increase the time to create and size of your backup file.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Store Info</p>
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</td>
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<td style="width:63.49%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Headings</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text">Store headings are printed across the top of documents.</p>
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<p class="Help-Text">Enter information in the following fields: <font class="hcp4">Store Name,</font> <font class="hcp4">Street,</font> <font class="hcp4">City,</font> <font class="hcp4">State</font>, <font class="hcp4">ZIP,</font> and <font class="hcp4">Miscellaneous 1-3</font>.</p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Logo</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text"><font face="Wingdings 2" class="hcp3">R</font> <font class="hcp4">=</font> Select the check box and then click <span class="hcp5">Specify</span> to add one or more logos. Select one of the added logos to print on sales documents. Adding multiple logos lets you switch between them quickly.</p>
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<p class="Help-Text">(Pro) You can use <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a> to print different logos on different documents.</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/printing/basic_printing_logo.htm">Learn more about logos and file requirements.</a></p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">My Field Labels</p>
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</td>
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<td style="width:63.49%;" bgcolor="#E6E6E6" class="hcp2">
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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</td>
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</tr>
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<tr class="hcp1">
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<td style="width:36.51%;" class="hcp2">
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<p class="Help-Text" style="font-weight: bold;">Field Labels</p>
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</td>
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<td style="width:63.49%;" class="hcp2">
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<p class="Help-Text">You can define the field labels for the four item description fields. The field labels you specify are displayed throughout the program, on printed documents, and on reports.</p>
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<p class="Help-Text">Choose <font class="hcp4">Restore to Defaults</font> at the bottom of the page to return all labels to the program default values.</p>
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<p class="Help-Text">(Pro) You can also define labels for the <a href="../qbpos_fields/fields_custom.htm">custom fields</a> available on customer, vendor, item, and employee records. If integrated with QuickBooks Desktop financial software, the information in customer and vendor custom fields is shared, provided they are named exactly the same in both programs.</p>
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<p class="Help-Text"> </p>
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</td>
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</tr>
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</table>
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<p class="Help-Main-Topic-Links"><a href="sysprefs03.htm">Return to top</a></p>
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<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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<script type="text/javascript" language="JavaScript1.2">
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FilePopupInit('a1');
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</script>
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</body>
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</html>
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