QBO PC Keyboard Shortcuts

QBO MAC Keyboard Shortcuts

Before submitting your QuickBooks data to your accountant for preparing a year end corporate tax return, it is a good idea to quickly review your general ledger to ensure transactions are posted to the correct expense account and sales tax codes are properly tagged.
     Instructions to create a general ledger report to review expenses

Learn how to add or match receipts
processed in QBO’s new receipt capture

Learn how to upload receipts to QBO’s receipt capture
by taking a photo on your mobile device

Learn how to upload receipts to QBO’s receipt capture
by sending an email to your QBO account

Learn how to upload receipts to QBO’s receipt capture
by dragging & dropping receipts into QBO

Want to save time reclassifying multiple transactions?
Don’t have QBO accountant?
First log into your QBO account and then click here

QBD PC Keyboard Shortcuts

Do you use the calendar when choosing a date for a transaction?
Learn how to save time by using QuickBooks keyboard shortcuts to enter dates

Wouldn’t it be convenient to quickly access your most frequently used
window screens by simply clicking an icon?
Learn how to customize the icon bar in QuickBooks

Would it be helpful to only see the data you need when in the customer or vendor centre?
Learn how to customize columns in the customer, vendor or employee centre in QuickBooks

Do you wait a long time for your reports to be displayed?
Then wait again if you modify report options?
Learn how to save time when generating a report in QuickBooks

Have you ever completed your fiscal year and then accidentally
posted or changed transactions prior to your year end?
Learn how to prevent this by setting a closing date in QuickBooks

Do you have regularly repeated entries like recurring sales, car leases, loan or rent payments?
Learn how to save time by using the memorized transaction feature in QuickBooks

Need to change a memorized transaction because the amounts or dates have changed?
Learn how to manage, view or edit your memorized transactions in QuickBooks

Do you ever search around for your calculator under all your papers?
Learn how to save time by using QuickBooks’ calculator feature

Do you have so many windows open in QuickBooks and can’t easily find the one you need?
Learn how to save time by opening a window list to quickly switch back & forth between tasks

Do you regularly check your company file for data integrity or corruption?
Learn how to use the verify data utility tool to check for damaged data
and run the rebuild data utility if errors have been detected

Do you have more than one company file that you use on a regular basis?
Learn how to quickly switch between company files

Need reminders when your receivables or payables are due or when items need to be printed?
Learn how to customize your reminders list in QuickBooks