Posts Tagged ‘QuickBooks’
How to Create a Sales Receipt in QuickBooks Desktop
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
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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Exit Screen in QuickBooks® Online Keyboard Shortcut
While on any transaction screen in QuickBooks® Online you can quickly exit that screen by simply using the keyboard shortcut Ctrl + Alt + X (Ctrl + Option + X for Mac users). The next time you need to exit a transaction screen in QuickBooks® Online, try using the keyboard shortcut Ctrl + Alt +…
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May 2018 Update
Just wanted to share some news about what happened in May and plans for the future. Video recording started on my newest course: 7 Ways to Improve your QuickBooks® Online Workflow. This course is all about saving time and being more efficient in QuickBooks® Online. It should be released near the end of June/early part of…
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How to Create a Custom Field in QuickBooks Desktop
Custom fields can be very useful and thankfully QuickBooks allows you to create your own. In the example I created for this tutorial, I thought it’d be a good idea to create a custom field called “Contract Numbers” for Customers and Jobs. This could be very useful when running reports as you can add the…
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Previous Day QuickBooks® Online Keyboard Shortcut
While the cursor is in the date field on a transaction or report, you can quickly access the previous day by simply clicking the – key on your keyboard. The next time you need to access the previous day in QuickBooks® Online, try using the keyboard shortcut –.
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Next Day QuickBooks® Online Keyboard Shortcut
While the cursor is in the date field on a transaction or report, you can quickly access the next day by simply clicking the + key on your keyboard. The next time you need to access the next day in QuickBooks® Online, try using the keyboard shortcut +.
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An Easy Way to Get Answers to Your QuickBooks Desktop Questions
If you’ve ever had a question while using QuickBooks you can easily ask the question and get an answer quickly with their Help function right in QuickBooks. This is very convenient and really helpful.To do this, from the menu bar click Help (1) and click QuickBooks Help (2). Once the Have a Question? window displays, type…
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Current Day/Today Date QuickBooks® Online Keyboard Shortcut
While the cursor is in the date field on a transaction or report, you can quickly access the current day (Today) by simply clicking the T key on your keyboard. The next time you need to access the current day (Today) in QuickBooks® Online, try using the keyboard shortcut T.
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Last Day of Week Date QuickBooks® Online Keyboard Shortcut
While the cursor is in the date field on a transaction or report, you can quickly access the last day of the week by simply clicking the K key on your keyboard. The next time you need to access the last day of the week in QuickBooks® Online, try using the keyboard shortcut K.
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