11 tips to work faster in quickbooks
TRANSCRIPT
Learn the keyboard shortcuts – hold ‘ALT’ and note any underscored letters in any menu items. You can then use these combinations to perform respective operations
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Use the tab key to move between fields, Shift + Tab to move backwards between fields.
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When doing something repetitive, count your keystrokes (e.g. it takes 5 Tab key strokes to get from the amount of a check to the account.)
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Use the numeric keyboard to perform calculations, just enter a number and then enter an operator (+, -, /, *) to perform desired operation
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When in a date field or a ref# or check # field, hold CTRL and press an up or down arrow to advance the date or number.
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CTRL + 1 gives you your company file location and in QB 2010 you can copy and paste that into windows explorer for quick access to the file.
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In a drop down or date field, hold ALT then press the down arrow. Then release ALT and use the arrow keys alone to navigate from there.
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Try not to have too many windows open – especially in a multi-user environment that really seems to slow QuickBooks down.
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While reconciling, check off the box at the top right that says “Hide transactions after the statement’s ending date”.
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When entering dates you can use a “.” to separate the components – this is faster than using the “/”.
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Copyright 2016, Techarex Networks LLC. | e-mail: [email protected] | Call Toll-Free : 1-855-909-3300