QuickBooks Tips by Your Bellevue QuickBooks Pro Advisor

How many times do you wish you could do something faster in QuickBooks? For most of us it’s usually every time we use QuickBooks software! Having personal accounting or business accounting software is supposed to make life ‘easier’, not more complex, but this is exactly the case in many circumstances. This is why most businesses hire a QuickBooks Pro Advisor or accounting professional in the first place.

What’s great about QuickBooks?

QuickBooks makes accounting super organized. Each section – Customers, Vendors, Employees, Etc. – has it’s own ‘Center’, making life a little easier for categorizing. The toolbar at top provides related links to items such as Microsoft Excel and Word program integration, new transactions and new clients/customers and new jobs.

Some useful keyboard shortcuts for QuickBooks

Similar to many other programs for accounting, word processing or graphic design, there are many useful shortcuts to save time and effort. In business accounting this is highly useful for workflow. Here are some of my personal favorites I use on a daily basis:

Ctrl-I     Create invoice
Ctrl-E    Edit transaction selected in register
Ctrl-F    Find transaction
Ctrl-J    Open Customer Center
Ctrl-M    Memorize transaction or report
Ctrl-N    New invoice, bill, check, or list item in context
Ctrl-Q    QuickReport on transaction or list item
Ctrl-T    Open memorized transaction list
Ctrl-W   Write new check
Ctrl (while opening) Start QuickBooks without a company file

Another highly useful QuickBooks tool is the ‘Company Snapshot’ feature that arms you with great information. This feature can produce a variety of visual styles such as graphs, tables, alerts, etc, all easy for viewing and comparing your accounting. This is useful because you can see which of your clients/customers owe you money, which vendors need to be paid, etc. I highly recommend starting your business day with this feature.

About QuickBooks

QuickBooks is product that meets the strategic, functional and operational needs of small business while at the same time allowing people to carry out their job responsibilities efficiently and effectively in the hopes of increasing productivity and profitability.  Can you claim this about the way you use QuickBooks?  When your problem or question is unique to your business, ask for our help. As accountants and Certified QuickBooks Pro Advisors we can find a solution and improve your understanding of how best to use the software to take advantage of the power QuickBooks has to offer. (text in this paragraph from the official QuickBooks website)

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