Are You New To QuickBooks?
Here are a few tips for a smooth start to QuickBooks!
Always back up:
There is no such thing as too many back ups, always back up after each session. You can back
up to a network drive, external drive, CD, or to the Intuit Data Protect service. Before you do
anything in QuickBooks that you’re are unfamiliar with, make a backup, and then move forward.
Memorized Report List:
Whenever you change the settings for a report, you can record those changes by saving the
report in the Memorized Report list. Then when you want to create a similar report, you can just
go to the Memorized Report list to reuse those settings.
Add your favorites to the icon bar!
Save time by customizing your icon bar by adding the features and reports that you open daily
or weekly. You can add most windows to the icon bar by going to View menu and choosing
Add [Window name] to Icon Bar.
Here are a few shortcuts that will help you save time in QuickBooks!
|Increase Transaction Number||+ (plus key)|
|Decrease Transaction Number||- (minus key)|
|Open Write Checks||Ctrl + W|
|Memorize||Ctrl + M|
|Open the Chart of Accounts||Ctrl + A|
|Open a New (anything)||Ctrl + N|
|Open Invoices||Ctrl + I|
|Open the Customer Center||Ctrl + J|
|Next day||+ (plus key)|
|Previous day||- (minus key)|
|First day of the Week||W|
|Last day of the weeK||K|
|First day of the Month||M|
|Last day of the montH||H|
|First day of the Year||Y|
|Last day of the yeaR||R|
|Date from calendar||Alt+down arrow|
Ask for Help:
The QuickBooks Gal is always here for your QuickBooks needs.
Got a QuickBooks Mess? Call the QuickBooks Gal!