Quickbooks® Consulting
QuickBooks: Helpful Hints and Time Saving Tips
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Working with QuickBooks over many years we learned a few time saving tips we would like to share with you. We hope you find them helpful and they save more of your valuable time.
Keyboard Shortcuts
"Hoyman Dobson’s employees answer all our questions promptly with correct and useful information that has resulted in our optimal use of QuickBooks. The QuickBooks transfer tool offered by Hoyman Dobson has allowed us to transfer our QuickBooks information to them quickly and easily."
Diane Francisco
Francisco's Auto Body, Inc.
Hoyman Dobson QuickBooks® Qualifications:
- Certified QuickBooks ProAdvisor®
- Over 28 years QuickBooks® experience with great track record. Review ratings on QuickBooks ProAdvisor website
- Extensive experience with setting up chart of accounts, individualized training, including how to reconcile bank accounts and record transactions
- Resource for QuickBooks® questions as they may arise
- Help with periodic QuickBooks® system maintenance
- Assistance with adjustments, such as depreciation
- Contact: Karen Kirkland, Tax and Accounting Services Director. Email or call 321-255-0088.
- Ctrl+F takes you to the Find window
- Ctrl+I will open the Create Invoice form
- Ctrl+A will open the Chart of Accounts
- Ctrl+T will take you to the Memorized Transactions list
- Ctrl+W opens the Write Checks form
- Ctrl+Y pressed on any form (Sales Invoice, Check, etc. ), QuickBooks will show you the back-end Journal Entry, in debits and credits.
- Ctrl+H this is the alternative for the “History” button in the transaction screens. “History” feature will find related transactions in QuickBooks, such as a payment that was applied to an invoice.
When your cursor is in a date field, type:
- T this will bring you to today’s date
In addition, the following will move you:
- + forward one day at a time
- - backward one day at a time
- M to the beginning of the month
- H to the end of the month
- Y to the beginning of the year
- R to the end of the year
Federal Tax Return tip: Form 941 – Use “Pay Liabilities” window to pay your payroll liabilities. Use this window to create checks for your tax liabilities. By using this window, you will ensure all payroll liability payments are reflected accurately on Form 941 and your liability accounts are properly reduced. If you pay your payroll liabilities from the “Write Checks” window, none of those payments will print on Form 941.
Want to view more than one window at a time? Go to “View,” then “Open Window List.” This will allow you to toggle between windows.
Have too many windows opened? Snap all of them closed in a hurry. In the menu bar, click “Window,” then click “Close All.” QuickBooks will instantly close all open windows (and ask you to save any transactions in process).
Need a calculator? The calculator can be engaged in any numerical field, just by using an operator key (+ - / *) then clicking “Enter” puts the result in that field.
While it is impossible to list all of the tips and tricks here, we hope the few of them mentioned above will save you time and simplify your life.
QuickBooks® Accounting Software
QuickBooks® accounting software is a very user friendly economical accounting system. This software is ideal for small businesses with under 50 employees and annual revenues of less than 5 million dollars. The majority of your bookkeeping is done as you write checks and record receipts on a daily basis. When QuickBooks® is set up properly you will know if you’re making or losing money instantly. There’s no need to understand accounting jargon like debits, credits or postings. Leave that to us!