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Cancel out of a Transaction QuickBooks® Online Keyboard Shortcut

By Scott Meister, CPA | Jul 4, 2018

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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June 2018 Update

By Scott Meister, CPA | Jul 2, 2018

Just wanted to share some news about what happened in June and plans for July. At the end of June my new video training course 7 Ways to Improve your QuickBooks® Workflow was completed and published!  It’s nearly an hour in length and covers seven changes/techniques to improve your workflow in QuickBooks® Online Essentials or QuickBooks® Online…

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QuickBooks® Check Printing – How to Align Pre-Printed Checks in QuickBooks Desktop

By Scott Meister, CPA | Jun 28, 2018

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

By Scott Meister, CPA | Jun 27, 2018

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

By Scott Meister, CPA | Jun 22, 2018

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

By Scott Meister, CPA | Jun 20, 2018

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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How to Create a Sales Receipt in QuickBooks Desktop

By Scott Meister, CPA | Jun 14, 2018

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

By Scott Meister, CPA | Jun 13, 2018

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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Two Simple Time-Savers for QuickBooks® Desktop Software
Improve your efficiency and use QuickBooks® like a pro with these two simple time-savers. These time-savers work with QuickBooks® Pro, Premier, and Enterprise.