Power-packed features and unlimited benefits have made QuickBooks the most sought-after accounting software in market. It is ideal for both small and medium businesses, and can help you chart your business finances with ease. However, not everyone is a pro at QuickBooks and need help when working with different features of the software. So whether you want to learn how to accurately record your financial data or quickly file tax forms, these 15 tips will help you become a master at QuickBooks.
The default screen of QuickBooks looks like one borrowed from an accounting class. However, you can customize it to suit your needs. To change QuickBooks desktop screen,
The QuickBooks default interface may contain icons that you would never use. So, it’s best to modify the Icon Bar to add icons of your choice. This will make your interface clean and easy to use. To customize the Icon Bar,
QuickBooks also gives you the option of creating new icons. For this, click on the Add button to create new icon and write a label for it.
Search feature in QuickBooks lets you find items in your company file or program’s help files. By default, the search field appears in the top icon bar. But QuickBooks allows you to customize your search option by clicking on Preferences. You can specify whether you want to find your item in company file or help file without asking you every time. By clicking on the Company tab, you can also specify how often should the software update your company file indexes.
Keyboard shortcuts can help you save considerable time while working on QuickBooks. Here’s a list of some of the most commonly used keyboard shortcuts that can make your day-to-day accounting easier and faster:
This is an absolute time saver! If you have recurring transactions every day, QuickBooks makes it easy to schedule them automatically, without manual intervention. To create recurring invoices:
Invoices, purchase orders, and sales receipts are all known as templates. QuickBooks allows you to customize your templates for added convenience. For this,
Want a report on regular basis? Save it in your Favorite tab and you can access it anytime, anywhere in a single click. To designate a certain report as favorites, click on the Heart icon underneath the report in the Report Center. You can also set a Run Favorite Reports command for getting your favorite reports updated automatically, without wasting your time.
QuickBooks Batch Invoicing feature creates multiple invoices for a single transaction. All you need to do is to select a list of customers, enter their details along with the fee, and QuickBooks will automatically create invoices for them. To access this feature,
Here, QuickBooks will give you the summary of the invoices that you want to create along with the tax information that it has calculated. After checking everything, click ‘Create Invoices’ to complete the process.
QuickBooks has made tweaking super easy! Simply set a command and QuickBooks will allow you to see a window with all your options before you run your report. For this,
Do you export your financial reports to Microsoft Excel? Now QuickBooks has made creating spreadsheets easy for you. Simply click on the Excel button on top of your report and you can see all the options available.
Press the F2 key on your Windows computer to access the product information page of QuickBooks. Here you’ll find all the details and statistics, like the release number, license information, and number of users, in case you run into a problem.
Now there’s no need to make an exit from the QuickBooks for your mathematical calculations. Simply place your cursor on any dollar amount field and click on any one of the +, -, * or / keys, and a tiny calculator window will pop-up.
Did you know that QuickBooks gives you the power of doing paperless accounting? With QuickBooks, you can now attach an electronic version of your documents for local or cloud based storage. To use the tool, simply click on the ‘Attach’ button with the paper clip icon in any document or template.
This cloud-based service allows you to remotely log in to QuickBooks. It gives you the ability to access your files from anywhere, at any time for a flexible work environment.
Working on QuickBooks is easy. But it can become easier if you have a ready help at hand. In case you face any problem while working on your QuickBooks software and need help, give us a call. Expert technicians at Qbpro are available 24X7 and can help you troubleshoot even the most complex QuickBooks issues in no time. To get your queries solved you can get in touch with us at Intuit Quickbooks Support Number at 1800-940-7442 (Toll free for USA/Canada).
What is Qbpro?
We are a Quickbooks and TurboTax consulting firm that takes care of all the issues that people might ever face within these programs. If you are using any of the above platforms and are continuously faced with bugs then we are here to help. You can connect with us for errors related to Quickbooks or TurboTax via any of the medium below:
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Disclaimer: QBpro.ca is a reputable QuickBooks® Consulting firm that provides professional support services related to your accounting software. It is also a front-runner in providing 3rd party technical support services for quickbooks.
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