Small habits, real time savings.
Most QuickBooks users only ever touch a fraction of what the software can do. A handful of shortcuts and good habits — the kind that take a few minutes to learn — can save real hours over the course of a year.
Shortcuts
A list of key combinations for QuickBooks make common tasks quicker — from opening a new transaction window to jumping straight to a report — instead of clicking through several menus every time.
Efficiency tips
Small changes to how you enter data, memorize transactions, and organize your menus add up to noticeably faster days at the keyboard.
Accuracy tips
A number of habits help increase the accuracy of your QuickBooks experience — from how you name vendors and customers consistently, to how you reconcile on a set schedule instead of catching up all at once.
Setup and customization
Password protection, controlling who can see or edit what, and sharing files with your accountant safely are all worth setting up properly rather than leaving to chance.
QuickBooks Online
QuickBooks Online is a cloud-based financial management platform that helps businesses manage their finances from anywhere — with its own set of tips and shortcuts that are a little different from the desktop version.
The software rewards a few good habits with a lot of saved time.