As a small or medium-sized business owner, time is money. The more time you spend on bookkeeping, the less time you have to focus on growing your business. QuickBooks is an excellent bookkeeping software that can save you time, but did you know there are several shortcuts you can use to make it even more efficient? In this blog post, we’ll share 10 QuickBooks shortcuts that can help you save time and make bookkeeping a breeze.
Create a New Invoice Quickly
If you need to create a new invoice quickly, use the keyboard shortcut “Ctrl + I.” This shortcut will bring up the “Create Invoices” window, where you can quickly enter all the necessary information.
Search for Transactions Quickly
If you need to find a specific transaction quickly, use the “Ctrl + F” shortcut. This shortcut will bring up the search box, where you can search for transactions by date, amount, or other criteria.
Copy and Paste Transactions
If you need to copy and paste transactions, use the “Ctrl + Alt + Y” shortcut. This shortcut will bring up the “Transaction History” window, where you can select the transactions you want to copy and paste.
Customize Columns on Reports
If you need to customize the columns on reports, use the “Ctrl + Alt + R” shortcut. This shortcut will bring up the “Customize Report” window, where you can add or remove columns as needed.
Memorize Reports
If you need to run the same report regularly, use the “Ctrl + M” shortcut to memorize the report. This shortcut will bring up the “Memorize Report” window, where you can save the report with a name and description.
Use Keyboard Shortcuts in Forms
If you’re entering data into a form, use the “Tab” key to move to the next field and the “Shift + Tab” keys to move to the previous field. You can also use the “Ctrl + D” shortcut to delete a line in a form.
Navigate Between Windows
If you have multiple windows open in QuickBooks, use the “Ctrl + Alt + Tab” shortcut to switch between them quickly.
Edit Transactions Quickly
If you need to edit a transaction quickly, use the “Ctrl + E” shortcut. This shortcut will bring up the “Edit Transaction” window, where you can make changes as needed.
Add a New Item
If you need to add a new item quickly, use the “Ctrl + N” shortcut. This shortcut will bring up the “New Item” window, where you can enter all the necessary information.
Save Time with Autofill
If you’re entering data into a form, use the “Ctrl + Alt + F” shortcut to autofill the fields with data from previous transactions. This shortcut can save you a lot of time when entering similar transactions.
In conclusion, QuickBooks is a powerful bookkeeping software that can save you time and streamline your bookkeeping processes. By using these 10 shortcuts, you can save even more time and make bookkeeping a breeze. Whether you need to create a new invoice quickly, search for transactions, customize columns on reports, or navigate between windows, these shortcuts can help you get the job done quickly.
