QuickBooks Keyboard Shortcuts
Working with dates: If you want to change a few days, use the plus (+) or minus (-) key to move forward or backward. To change months you can go back to the first day of the month by using the letter “M” and the last day of the month using the letter “H”. You can go to the first day of the year by using the letter “Y” and the end of the year by using the letter “R”. If you want to use today’s date, press the letter “T”.
Calculations: If you are in an amount field on a check or another transaction, just press the number keys followed by a mathematical symbol (+, -, /, *) you will pull up a calculator. You can continue to enter numbers and math functions until you are done. Press the “Enter” key to enter the amount into the number field. “Tab” will erase your entry.
Working with check numbers: You can add something other than a check number in the check number field. If you are doing an on-line transaction, you might consider using “Debit”, or “On-line”. If you put the on-line confirmation number in the memo field, it makes it easier to track the transaction. Keep it consistent so all these transactions are grouped together.
Savings transactions: If you are working in a transaction, tabbing from field to field, you eventually will want to save the transaction. Hold down the CTRL key while pressing the “Enter” key. Try this combination to save your transaction.
Customizing the icon bar: Customize the icon bar at the top of the screen to show the functions you use most often. Right click on the icon bar and click “Customize”.
Is it Time to Upgrade or Set Up a New File?
When should you upgrade to a newer version of QuickBooks? Every other year you should purchase the latest version of QuickBooks. 2010 should be released in the fall of 2009. If you are using 2008 or earlier, you should consider upgrading.
While in QuickBooks, press “F2”. This will bring up the Product Information window for your QuickBooks file. Ideally, the file size should not exceed 200,000k or you could begin experiencing problems. At that point we recommend planning to begin a new file which entails transferring over your balances, etc. Ideally, you would plan to start a new file so it would be ready for the beginning of your company’s year. If you have the old information in QuickBooks 2008, then you could begin the new file in QuickBooks 2010 after you purchase the newest version. This would enable you to have both the old and the new files available at the same time, for ease of reviewing prior transactions.
Because QuickBooks is used by 80% of all small to medium businesses, we provide new company set ups to get you started down the right path. Please contact our office for a quote.
Looking for the latest version of QuickBooks? Simply check our website and receive a discount for your effort.