QuickBooks-Desktop-Tip (28)

Shortcuts can greatly improve efficiency. To find shortcuts simply browse the menus in QuickBooks and look to theright of the menu option. If a shortcut is available it will display. See/click on the screenshot below for a couple examples (highlighted in yellow). Hope this helps!Scott More information like this can be found in my courses here.…

Read More
QuickBooks-Desktop-Tip (27)

Sometimes you may be looking for outstanding invoices for a customer and maybe you don’t want to generate an Open Invoice Report as it will list ALL customers. What’s a good solution?…Create an Open Balance Report for just one customer. A very simple and quick way to do this is to access the customer center,…

Read More
QuickBooks-Desktop-Tip (24)

Ever have to do a bunch of math and THEN input the results into QuickBooks? It’s not very efficient and can lead to additional errors. Well, QuickBooks has you covered…they make it easy to do basic math functions (addition, subtraction, multiplication, & division) within certain fields. This can greatly increase your productivity, especially if you…

Read More
QuickBooks-Desktop-Tip (22)

Do you find yourself frequently changing report settings from the QuickBooks default settings? If so, you can save some time by having the Modify Report Screen come up prior to generating the report. This will save time as the report will only be generated once, instead of twice. To do this, click on Edit (1)…

Read More
QuickBooks-Desktop-Tip (20)

Do you ever have a need to modify the default header of a report in QuickBooks? If so, QuickBooks has you covered with the Customize Report options! From any report, click the Customize Report button (1), click on the Header/Footer tab (2), make changes to the Header section (3), and click the OK button (4).Your…

Read More
QuickBooks-Desktop-Tip (19)

Have you ever wanted to attach a scanned/emailed bill to a vendor record? If so, QuickBooks has you covered with their attach feature! To attach a file, access the Vendor Center, double‑click on the Attach field (1) for the vendor needing the attachment, drag/drop the file into the Attachments window (2), and click the Done…

Read More