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Useful Tips for Every QuickBooks User
The document provides essential tips for QuickBooks users to enhance their accounting efficiency, highlighting its user-friendly features and global popularity among over 29 million companies. Key points include customizing the icon bar, using keyboard shortcuts, leveraging the built-in calculator, utilizing right-click options for common tasks, and setting program preferences for a more tailored user experience. It also emphasizes the importance of accounting in business success and suggests hiring experts if needed.
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Useful Tips for Every QuickBooks User
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- 2. INTRODUCTION QuickBooksisuser-friendlyaccountingsoftwarethathasmultiplefeatures.Its mainaimistostreamlinetheaccountingprocess.Morethan29millioncompanies (fromaccountantstoaccountingfirmsandsmallbusinesses)areusingQuickBooks acrosstheglobe,therebymakingitoneofthemost-prefferedaccountingsystems. If you're alsoa QuickBooks user, here are the 5 things you need to know in order to fully utilize it:
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- 4. USE KEYBOARD SHORTCUTS In today'shectic lifestyle no one wants to put their hands-off the keyboard to use the mouse because it slows down their processing time. So for this, there are a few QuickBooks shortcuts, which can help you save time and efforts. Take a look at some of the shortcuts : Ctrl-I Create invoice Ctrl-A Open the Chart of Accounts Ctrl-F Find transaction Ctrl-M Memorize transaction or report Ctrl-N New invoice, bill, check, or list item in context Ctrl-Q Quick Report on transaction or list item Ctrl-T Open memorized transaction list Ctrl-W Write new check Ctrl-E Edit transaction selected in the register Ctrl-D Delete the current transaction or list item Ctrl-J Open Customer Center 2
- 5. USE THE QUICK MATH CALCULATOR Youcan use in-built QuickBooks calculator- QuickMath, to compute data 1. In QuickBooks, click on the numeric area where you want to calculate 2. Press the equal key and type the figures you would like to compute in the opened mini-tape. 3. Proceed with entering numbers and press the appropriate symbol to complete your calculations. a) Simply click "C" once to clear the previous entry. b) Press "C" twice to clear the entire tape. 4. Make use of "Enter" or "Tab" key to enter the calculated outcome or press "Esc" key to end. 3
- 6. RIGHT-CLICK TO PERFORM COMMONTASKS EASILY QuickBooks has provided a lot of right-click menu options to give common commands for a specific transaction. Even though if you are searching for the particular toolbar icons, you can try these shortcuts. For example: Customizing the columns, modifying or deleting the account, or having a Quick Report. 4
- 7. SET YOUR PROGRAM PREFERENCES Totake advantage of this, Thefirststepistolog-inwithadminprivilegesinQuickBooksandthenclickon"Edit"button followedby"Preferences". Thereafter,youwillfindseveralcategorieslistedonthedisplayscreen.Pickyourpreferred categorypreferenceorelseyoucanadjustpreferencesforallusersbypickingthe 'CompanyPreference'Tab. Aftercompletingthesetofpreferences,justclickthe"OK"buttontoverifyandsave. QuickBooks offers many helpful pre-programmed options. It's possible that one can save his/her time by adjusting it as per the requirements. To make this more user convenient & functional, QuickBooks has already designed a preferences section. . 5
- 8. WE ALL KNOWTHAT ACCOUNTING IS IMPORTANT FOR BUSINESS SUCCESS. IF YOU ARE NOT ABLE TO HANDLE THE ACCOUNTING OF YOUR BUSINESS ON YOUR OWN, THEN HIRE ACCOUNTING EXPERTS.
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