Posts by Scott Meister, CPA
Basic Accounting Formula collaborative post
A couple of weeks ago I posted about the Basic Accounting Formula here and James Ong, Host from the QB Community, contacted me about collaborating on a post for the QB Community. In case you didn’t know, the QB (QuickBooks) Community is a great online resource where you can learn about QuickBooks, Accounting, and Small Business. The…
Read MoreTransaction History QuickBooks® Desktop Keyboard Shortcut
Just thought I’d share one of the many keyboard shortcuts available in QuickBooks® Desktop, Ctrl +H. The next time you need to access the transaction history, try using the keyboard shortcut Ctrl + H.
Read MoreJanuary 2018 Update
It’s hard to believe that January is over! Like most accountants, I was extremely busy and there’s more work ahead. Since it’s tax season, I’ve been getting a lot of requests to help folks with getting their QuickBooks® files ready for taxes. This typically involves bank and credit card reconciliations, account analysis, and financial statement…
Read MoreTransaction Journal QuickBooks® Desktop Keyboard Shortcut
Sometimes it’s nice to see all the activity associated with a transaction. You can search through the menus to find the transaction journal, or you can simply use the keyboard shortcut Ctrl + Y in QuickBooks®. The next time you need to see a transaction journal in QuickBooks® Desktop, try using the keyboard shortcut Ctrl…
Read MoreCut Text in QuickBooks® Desktop Keyboard Shortcut
Just thought I’d share one of the many keyboard shortcuts available in QuickBooks® Desktop, 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® Desktop, try using the keyboard shortcut Ctrl + X.
Read MorePaste Text in QuickBooks® Desktop Keyboard Shortcut
Once you have text copied to the clipboard, you can easily paste it using the keyboard shortcut Ctrl + V in QuickBooks®. This keyboard shortcut works in other programs as well, but the next time you need to paste text that’s been copied in QuickBooks® Desktop, try using the keyboard shortcut Ctrl + V.
Read MoreCreate Invoice Screen QuickBooks® Online Keyboard Shortcut
Here’s a keyboard shortcut I use often that’s available in QuickBooks® Online, Ctrl + Alt + I (Ctrl + Option + I for Mac users). The next time you need to create an invoice in QuickBooks® Online, try using the keyboard shortcut Ctrl + Alt + I (Ctrl + Option + I for Mac users) to…
Read MoreCopy Text in QuickBooks® Desktop Keyboard Shortcut
Just thought I’d share a favorite shortcut I use daily. It’s one of the many keyboard shortcuts available in QuickBooks® Desktop, Ctrl + C. This shortcut works in other programs as well, but the next time you need to copy text in QuickBooks® Desktop, try using the keyboard shortcut Ctrl + C.
Read MoreDecember 2017 Update
Just wanted to share some news about what happened in December and plans for 2018. I spent most of my time in December catching up on work since I was in Puerto Rico for most of October and November. I was happy to be home, but I had a lot of work to catch up…
Read MorePrint in QuickBooks® Desktop Keyboard Shortcut
Just thought I’d share one of the many keyboard shortcuts available in QuickBooks® Desktop, Ctrl + P. The next time you need to print something in QuickBooks® Desktop, try using the keyboard shortcut Ctrl + P.
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