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.

Last Day of Year Date QuickBooks® Online Keyboard Shortcut

By Scott Meister, CPA | Apr 11, 2018

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.

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Select Checkbox QuickBooks® Desktop Keyboard Shortcut

By Scott Meister, CPA | Apr 9, 2018

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.

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Credits (CR)

By Scott Meister, CPA | Apr 6, 2018

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

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Using the Favorites Menu in QuickBooks Desktop

By Scott Meister, CPA | Apr 5, 2018

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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First Day of Year Date QuickBooks® Online Keyboard Shortcut

By Scott Meister, CPA | Apr 4, 2018

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.

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March 2018 Update

By Scott Meister, CPA | Apr 2, 2018

It’s already April, which means it’s the tail-end of tax season. There was a bunch of activity in March; from assisting clients with getting their QuickBooks files in order for tax preparation to finishing some exciting projects. Here’s what’s coming up: More video training tutorials: I think I found an assistant to help me with…

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Debits (DR)

By Scott Meister, CPA | Mar 30, 2018

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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Keyboard Shortcut List QuickBooks® Online Keyboard Shortcut

By Scott Meister, CPA | Mar 28, 2018

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 + ?.

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Open Dropdown List QuickBooks® Desktop Keyboard Shortcut

By Scott Meister, CPA | Mar 26, 2018

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.

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