Useful Tips for Using QuickBooks Efficiently

by 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

To work efficiently while running QuickBooks you can reorganize the icon bar to make navigation process easier and less time taking. You have option to customize the icon bar to view only key functions related with your business module and dismiss other not in use. Rearranging all these icon bars you will cut down your navigation timing and also reduce the chances or errors that occur due to erroneously clicking on unrelated functions. QuickBooks Premier Users doing such mistakes and facing a problem to revert back can take QuickBooks Premier Support for help by calling at QuickBooks Technical Support Number.  

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About Lisa L. Advanced   QuickBooks Technical Support Engineer

110 connections, 0 recommendations, 247 honor points.
Joined APSense since, December 21st, 2016, From New York, United States.

Created on Mar 18th 2019 08:10. Viewed 245 times.


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