Tips & Tricks

For Getting The Most Out Of Your QuickBooks

  • Press Ctrl + F to instantly use the Find feature to locate any transaction.
  • Use the View menu to add any open Report as an Icon on your Icon Bar. Frequently used reports are quickly accessed with just the click of a mouse.
  • Instead of typing in the date use “T” for today, “H” for the last day of the month and “R” for the last day of the year.
  • By pressing the F2 key on your keyboard you can find out important information about your software, such as your License & Product Numbers, data file size and the location of your data file.
  • By pressing Ctr + Y in any transaction you can the exactly how the transaction is effecting the books, the behind the scenes accounting.
  • By pressing any calculator function key, such as +, -, or *, while in any numerical cell you can bring up a mini- calculator.

A few other QuickBooks shortcuts:

  • Ctrl + W – Opens the Write Check window
  • Ctrl + M – Memorizes a transaction
  • Ctrl + Del - Deletes a line within a transaction
  • Ctrl + Ins – Inserts a line within a transaction
  • F1 - Opens the Help Menu
  • Esc - closes the current window

 

 

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