Posts by Scott Meister, CPA
Cut Text in QuickBooks® Online Keyboard Shortcut
Just thought I’d share one of the many keyboard shortcuts available in QuickBooks® Online, Ctrl + X. This shortcut cuts the selected text in QuickBooks ® (and many other programs). The next time you need to cut selected text in QuickBooks® Online, try using the keyboard shortcut Ctrl + X.
Read MoreHow to Set the Default Payment Terms for a Customer in QuickBooks Desktop
It’s the end of the month and you want to get customer invoices out as quickly as possible so you get paid fast! If you’ve created invoices with QuickBooks® Desktop you know that, by default, QuickBooks® sets the customer payment terms to NO payment terms. This means that the invoice is due upon receipt. This…
Read MorePaste Text in QuickBooks® Online Keyboard Shortcut
Once you have text copied to the clipboard, you can easily paste it using the keyboard shortcut Ctrl + V in QuickBooks® Online. This keyboard shortcut works in other programs as well, but the next time you need to paste text that’s been copied in QuickBooks® Online, try using the keyboard shortcut Ctrl + V.
Read MoreCopy Text in QuickBooks® Online Keyboard Shortcut
Just thought I’d share a favorite shortcut I use daily. It’s one of the many keyboard shortcuts available in QuickBooks® Online, Ctrl + C. This shortcut works in other programs as well, but the next time you need to copy text in QuickBooks® Online, try using the keyboard shortcut Ctrl + C.
Read MoreHow to Set a Vendor Record to be Eligible for a 1099 in QuickBooks Desktop
By default, QuickBooks sets each Vendor record to “Not eligible to receive a 1099.” So, if you have Vendors that may need to receive a 1099, you’ll have to set each Vendor record accordingly. To set a Vendor to be eligible to receive a 1099, while in the Vendor Center double click on the Vendor…
Read MoreSave and Send Invoice QuickBooks® Online Keyboard Shortcut
Sending invoices is extremely easy in QuickBooks® Online. Use the keyboard shortcut Ctrl + Alt + M (Ctrl + Option + M for Mac users) and your invoice will be sent to your customer.
Read MoreSave and Close Transaction QuickBooks® Online Keyboard Shortcut
QuickBooks® Online allows you to Save and Close a current transaction by clicking the button, OR you can simply use the keyboard shortcut Ctrl + Alt + D (Ctrl + Option + D for Mac users). The next time you want to quickly Save and Close a Transaction in QuickBooks® Online, try using the keyboard…
Read MoreHow to Set the Default Payment Terms for a Vendor in QuickBooks Desktop
Setting the default payment terms for a vendor comes in handy when you’re inputting bills. Once set, the payment terms will automatically populate on the bill when the vendor name is selected from the Vendor dropdown on the Enter Bills screen. To set the default payment terms for a vendor, while in the Vendor Center…
Read MoreSave and Create New Transaction QuickBooks® Online Keyboard Shortcut
QuickBooks® Online allows you to Save a current transaction and create a new transaction by clicking the button, OR you can simply use the keyboard shortcut Ctrl + Alt + S (Ctrl + Option + S for Mac users). The next time you want to quickly Save and Create a New Transaction in QuickBooks® Online,…
Read MoreCancel out of a Transaction QuickBooks® Online Keyboard Shortcut
Instead of clicking the Cancel button on a transaction screen in QuickBooks® Online, you can simply use the keyboard shortcut Ctrl + Alt + C (Ctrl + Option + C for Mac users). You’ll accomplish the same result a little quicker. The next time you need to Cancel out of a Transaction in QuickBooks® Online,…
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