QuickBooks Shortcuts- Tips & Tricks

If you wish to learn QuickBooks accounting software for your business, then you must immediately talk to a certified QB Pro Advisor. logo_qb_certified_proadvisor_copy2. It makes accounting more reliable, fast and accurate. Forget about shoebox accounting for your business. However, do you want to start using QuickBooks right away, without waiting for a formal QuickBooks training? Don’t worry. We got you covered. Learn a few simple quick books shortcuts, tips and tricks within the next 5 minutes. Ready?

QuickBooks shortcuts

  • Find transaction- Ctrl+F
  • Create new invoice- Ctrl+I
  • New list item- Ctrl+N
  • Edit selected transaction- Ctrl+E
  • New check- Ctrl+W
  • QuickReport- Ctrl+Q

QuickBooks tips and tricks

  • Excel Export Tips

Yes, accounting software is very important but so is an Excel sheet with records of your transaction. If you want to manipulate your data and look for more customization options, then Excel is your friend in crime. If you want to export data to Excel, simply click on the Export option located at the top end in the report. Choose Excel Workbook or CSV and click Export again. If you want to retain original formatting, look for them in the advanced tab.

  • Get better reports with classes

Any business organization needs to assess its financial standing periodically with the help of reports. Classes can help you do exactly the same. Turn on this feature by clicking on Edit, followed by Preferences and then Accounting. Here, you will find Company Preferences where you can turn on Classes.  It helps you in tracking the profit and losses of a company. When turned on, this feature will help you classify all your new transactions under user defined heads. In this way, you can check the P&L statement of any department, office or process of your business. Talk to a certified QB Pro advisor for more help.

  • Customizing QB icons

One of the primary things you will learn in QuickBooks training is icon bar customization. Your default icon bar shows the most useful options on top of the window. However, you also have an option of customization here. If you want to add a new icon, simply click on View and then on Customized Icon Bar. From here, click on Add. If you want to remove an icon, click Delete instead. For icon modification options, click on Edit. Finally, click on OK and you are through. You can also create separators to group icons. Learn more through QuickBooks training.

Liz Soria

Express Tax & Bookkeeping



New Tax Law pdf Valued $49 - Free

New Tax Law pdf Valued $49 - Free

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