QuickBooks® Desktop
How to Make QuickBooks® More User-Friendly Book
Just thought I’d share a little info about my book, How to Make QuickBooks® More User-Friendly: Simple changes to streamline your workflow in QuickBooks® Desktop. It’s available in eBook, Paperback, and Kindle format. See the description and video about the book below. Streamline your workflow in QuickBooks® with some simple, one-time changes. Follow along as…
Read MoreHelp Menu QuickBooks® Desktop Keyboard Shortcut
Sometimes you might have questions about something in QuickBooks® Desktop. If this happens try using the keyboard shortcut F1 to access the Help Menu. There are all sorts of resources available in the Help Menu for you to explore.
Read MoreOrganize your Icon Bar in QuickBooks Desktop
In many instances organization is the key to success…especially when it comes to accounting. With better organization usually comes greater efficiency. QuickBooks is a great software and it allows for great customization which can allow for better organization. One of the features I particularly like is the ability to organize the Icon Bar. The Before…
Read MoreProduction Information QuickBooks® Desktop Keyboard Shortcut
If you’ve ever needed to know the product number or license number for QuickBooks® Desktop, use the keyboard shortcut F2. This comes in handy as sometimes your software information is buried in an email or filed away somewhere. So, the next time you need to access this info use the keyboard shortcut F2.
Read MoreSelect Checkbox QuickBooks® Desktop Keyboard Shortcut
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.
Read MoreUsing the Favorites Menu in QuickBooks Desktop
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…
Read MoreMarch 2018 Update
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…
Read MoreOpen Dropdown List QuickBooks® Desktop Keyboard Shortcut
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.
Read MoreHow to Make QuickBooks® More User-Friendly eBook – Available Now!
Just thought I’d post a quick message about my new eBook: How to Make QuickBooks® More User-Friendly, Simple changes to streamline your workflow in QuickBooks® Desktop. This eBook was derived from my video training course with the same title. It is approximately 50 pages with nearly 60 screen captures with step-by-step instructions. I cover the…
Read MoreCreate a Copy of a Check in QuickBooks Desktop
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,…
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