How to Set the Default Payment Terms for a Customer in QuickBooks Desktop
Setting the default payment terms for a customer comes in handy when you're creating invoices. Once set, the payment terms will automatically populate on the invoice when the customer name is selected from the Customer:Job dropdown on the Create Invoices screen....
read more
Paste 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,...
read more
July 2018 Update
Here's what happened in July and some plans for August. In July, nearly 100 students enrolled in my new video training course 7 Ways to Improve your QuickBooks® Workflow! This is a great course if you're new to QuickBooks® Online or want to learn some time-saving...
read more
Copy 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...
read more
How 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...
read more
Save 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 more
Save 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®...
read more
How 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...
read more
Save 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...
read more
Cancel 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...
read more
