Quickbooks Tips

Louis Haskel, CPA

Here’s some QuickBooks Tips and Tricks you can use to speed along your work in QB each day:

• You can use your *, +, – and / keys to bring up a calculator in most numeric fields in QB.
• Ctrl – Enter saves quickly.
• Ctrl – D deletes quickly.
• Ctrl – R allows you to get right to the check register
• Ctrl –I allows you to get right to the invoice screen
• Ctrl – W allows you to get right to the “Write Checks” screen
• F3 opens up the search window
• From the Windows drop-down menu at the top of the screen, choose Close All to make all windows close automatically.
• Press the F2 key to see your file size, QB version, and # of customers and vendors built into QB.
• Press the T in any date field and it changes the date to today; press A on any date field while modifying a report and it defaults to all dates ever used in QB. Press first letter of a time period (Week,Month,Year) to get to the first day of the period (W,M, or Y), press last letter of a time period to get to the last day of the period (K, H or R).
• While reconciling, click at the top of any column to sort the bank reconciliation screen in any way you want to see it.

LIKE THESE QUICKBOOKS TIPS? We’ll add more to this page in the coming weeks…check-in again, soon.

Questions? See our QuickBooks page. Or call Louis Haskel, CPA direct at (727) 441-1040 now.