Posts by Scott Meister, CPA
QuickBooks® Check Printing – How to Align Pre-Printed Checks in QuickBooks Desktop
Updated January 6, 2021 When planning to print checks in QuickBooks® Desktop, there are a few things you’ll want to know like… Where to Order Business Checks Searching online to find a reputable source for business checks with fraud-prevention security features that will work with QuickBooks® Desktop can be overwhelming. So you’ll be happy to…
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Print Invoice QuickBooks® Online Keyboard Shortcut
Printing an invoice in QuickBooks® Online can be done quickly by using the keyboard shortcut Ctrl + Alt + P (Ctrl + Option + P for Mac users). The next time you need to Print an Invoice in QuickBooks® Online, try using the keyboard shortcut Ctrl + Alt + P (Ctrl + Option + P…
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T-Account Example
For the image below, total Debits less total Credits equal the Account Balance. So, in the example in the image, total Debits of 2,675 less total Credits of 275 equal 2,400. This is a Debit amount since, in this example, Debits are greater than Credits.
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Move to the Previous Field in QuickBooks® Online Keyboard Shortcut
While the cursor is in a field on a QuickBooks® Online screen, you can quickly move to the previous field by simply clicking the Shift + Tab key on your keyboard. The next time you need to move to the previous field in QuickBooks® Online, try using the keyboard shortcut Shift + Tab.
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What T-Accounts do
All Debits and Credits are tracked in an Account’s T-Account. When tracked properly, it’s easy to figure out the balance of an account.
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How to Create a Sales Receipt in QuickBooks Desktop
If you’ve ever received a payment at the time of a sale (instead of invoicing the customer), you’ll want to create a sales receipt. In QuickBooks this is a fairly simple process.From the menu bar click Customer (1) and click Enter Sales Receipt (2). Once the Sales Receipt displays, select the appropriate Customer: Job (3)…
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Move to the Next Field in QuickBooks® Online Keyboard Shortcut
While the cursor is in a field on a QuickBooks® Online screen, you can quickly move to the next field by simply clicking the Tab key on your keyboard. The next time you need to move to the next field in QuickBooks® Online, try using the keyboard shortcut Tab.
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How T-Accounts help
Each Account has it’s own T-Account. This allows proper transaction tracking of Debits and Credits.
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Exit Screen in QuickBooks® Online Keyboard Shortcut
While on any transaction screen in QuickBooks® Online you can quickly exit that screen by simply using the keyboard shortcut Ctrl + Alt + X (Ctrl + Option + X for Mac users). The next time you need to exit a transaction screen in QuickBooks® Online, try using the keyboard shortcut Ctrl + Alt +…
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Anatomy of a T-Account
A T-Account visually represents the impact transactions have on a particular account. As seen in the image, the white “T” allows space for an Account Name (at the top), Debit Side (Left), and Credit Side (Right). It’s a simple visual that helps when trying to understand the balance of an account.
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