QUICKBOOKS DESKTOP QUICK TIPS

CUSTOMIZE COLUMNS

Would it be helpful to only see the data you need when in the customer or vendor centre?

This video will show you how to customize columns in the customer, vendor or employee centre in QuickBooks.

REPORTS TAKE TOO LONG

Do you wait a long time for your reports to be displayed? Then wait again if you modify report options?

This video will show you how to save time when generating a report in QuickBooks.

CUSTOMIZED ICON BAR

Wouldn't it be convenient to quickly access your most frequently used window screens by simply clicking an icon?

This video will show you how to customize the icon bar in QuickBooks.

SET THE CLOSING DATE

Have you ever completed your financial year and then accidentally posted or changed transactions prior to your year end?

This video will show you how to prevent this by setting a closing date in QuickBooks.

MEMORIZE TRANSACTION

Do you have entries repeated on a regular basis like recurring sales, car leases, loan or rent payments?

This video will show you how to save time by using the memorized transaction feature in QuickBooks.

MEMORIZE TRANSACTION 2

Do you need to change your memorized transactions because the amounts or dates have changed?

This video will show you how to manage, view or edit your memorized transactions in QuickBooks.

CUSTOM REMINDERS LIST

Would it be helpful to be reminded when your receivables or payables are due or when items need to be printed or even posted?

This video will show you how to customize your reminders list in QuickBooks.

CALCULATOR

Do you ever scramble around your desk looking under all your papers searching for your calculator?

This video will show you how to save time by using QuickBooks' calculator feature.

OPEN WINDOW LIST

Do you have so many windows open in QuickBooks that you can't easily find the one you need?

This video will show you how to save time by opening a window list to quickly switch back and forth between tasks.

DATE SHORTCUTS

Do you use the calendar when choosing a date for a transaction?

This video will show you how to save time by using QuickBooks keyboard shortcuts to enter dates.

VERIFY YOUR DATA

Do you regularly check your company file for data integrity or corruption?

This video will show you how to use the verify data utility tool to check for damaged data and how to run the rebuild data utility if errors have been detected.

SWITCH COMPANY FILES

Do you have more than one company file that you use on a regular basis?

This video will show you how to quickly switch between company files.

Contact QBooks Consulting today for all your QuickBooks needs.