Scott Meister, CPA | QB Scott

While the cursor is in the date field on a transaction or report, you can quickly access the last day of the year by simply clicking the R key on your keyboard. The next time you need to access the last day of the year in QuickBooks® Online, try using the keyboard shortcut R.

I use this QuickBooks® Desktop keyboard shortcut frequently while I’m adding items in a bank feed. Use the Space Bar to select or deselect a checkbox. It’s a simple keyboard shortcut for QuickBooks® Desktop, but try using the keyboard shortcut Space Bar.

Credits are the opposite of Debits. Credit increase Liabilities, Equity Accounts, and Revenue Accounts. They also decrease Assets and Expense Accounts.

QuickBooks® has a neat feature called Favorites Menu that lets you personalize the way QuickBooks® Desktop works for you. I don’t see a lot of people using it and I think that’s because it’s not very obvious that this feature even exists. So, I thought I’d create a short tutorial and share it here. What…

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While the cursor is in the date field on a transaction or report, you can quickly access the first day of the year by simply clicking the Y key on your keyboard. The next time you need to access the first day of the year in QuickBooks® Online, try using the keyboard shortcut Y.

Learning about Debits (abbreviated DR) and Credits (abbreviated CR) can be confusing. However, if you keep in mind that Debits increase Asset and Expense accounts and decrease Liabilities, Equity Accounts, and Revenue Accounts, you’ll be half way there to understanding Debits and Credits.

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Similar to QuickBooks® Desktop, QuickBooks® Online has Keyboard shortcuts available. To see a list of some of the keyboard shortcuts, use the keyboard shortcut Ctrl + Alt/Option + ?.

To open a dropdown list, without using your mouse in QuickBooks® Desktop, use the keyboard shortcut Alt + Down Arrow. This allows you to quickly open the dropdown list to make your selection. Try using the keyboard shortcut Alt + Down Arrow the next time you need to access a dropdown list in QuickBooks® Desktop.

Expenses are what a company has incurred or used up and are shown on a Profit and Loss Report. Expenses can include Rent, Payroll, Utilities, and Supplies.

There’s a neat feature in QuickBooks that allows you to create a copy of a previous check. This comes in handy if you have a check with a lot of check detail and you need to use the same detail (or similar detail) on a new check. As you can see in the screenshot below,…

Posts by Scott Meister, CPA

Last Day of Year Date QuickBooks® Online Keyboard Shortcut

Select Checkbox QuickBooks® Desktop Keyboard Shortcut

Credits (CR)

Using the Favorites Menu in QuickBooks Desktop

First Day of Year Date QuickBooks® Online Keyboard Shortcut

Debits (DR)

Keyboard Shortcut List QuickBooks® Online Keyboard Shortcut

Examples of Expenses