Useful Tips for Using QuickBooks Efficientlyby Lisa L. QuickBooks Technical Support Engineer
Running on the PC of millions of companies, business houses and commercial units, QuickBooks is becoming most commonly used accounting software across the globe for daily commercial transaction and manage in-house daily activities through bookkeeping entries.
The software has been designed and developed with a user-friendly interface to provide a customize platform for keeping banking entries, customers transactions, daily inventory, debtors or creditors trades and payroll details of all employees at one place. To use the key functions and make it more productive read the tips given below and use the software more efficiently.
Using “QuickMath” Calculator inside the fields saves time
There is an inbuilt calculator in QuickBooks software under the use calculator option and there is also a hidden calculator called “QuickMath Calculator that is more interactive to perform complex calculations on your PC. This is designed in such manner that when an area is selected on this calculator you can press the key where a mini tape will appear that allows to use the calculator directly into the field to calculate the numbers and show the amount that is to be entered in the that particular field. Using this you can save your time and efforts.
Right-click menus are very useful in QuickBooks software
Right-click menus in QuickBooks are very useful to save time and efforts. You can use this while using any activity window for performing common task. From here you can directly memorize or void the transaction or create a quick report for any transaction. These right-click menus will display the most common commands for various tasks and using these menus you can perform various QuickBooks functions in shortest time. QuickBooks Enterprise version users can QuickBooks Enterprises Support if they not find these right-click menus.
Use QuickBooks keyboard short-cuts for quick action
Using the short-keys on your keyboard you can save your time and efforts that helps to enhance the efficiency in using QuickBooks. There are several short-cut keys listed below that you can use to access a particular section or perform specific functions on QuickBooks software.
Alt+N – To Save the Transaction and move to next transaction
Alt+S – Only to save transaction
Ctrl+D – To Delete check, transaction, invoice or any item from the list
Ctrl+E – To edit transaction selected in register
Ctrl+F – To Find transaction
Ctrl+H – For viewing the History of A/R or A/P transaction
Ctrl+I – To create new Invoice
Ctrl+J – To Open Customer Center
Ctrl+M – To memorize transaction or report
Ctrl+N – For New invoice, bill, check or list item in context
Ctrl+O – To Copy check transaction in register
Ctrl+Q – For Quick Report on transaction or list item
Ctrl+T – To Open memorized transaction list
Ctrl+W – To Write new check
Ctrl+Z – For Undo changes made in last field
Customizing the Icon bar helps to minimize the errors in QuickBooks
Created on Mar 18th 2019 08:10. Viewed 245 times.