QuickBooks™ Tips and Tricks

• You can use your *, +, - and / keys to bring up a calculator in most numeric fields in QB


• Ctrl - Enter saves quickly


• Ctrl - D deletes quickly


• From the Windows drop-down menu at the top of the screen, choose Close All to make all windows close automatically


• Press the F2 key to see your file size, QB version, and # of customers and vendors built into QB


• Click on the History button on any transaction to see other transactions linked to it (e.g. on an invoice, click History and it will show you the customer's payments)


• Press the T in any date field and it changes the date to today, press A on any date field while modifying a report and it defaults to all dates ever used in QB


• While reconciling, click at the top of any column to sort the bank reconciliation screen in any way you want to see it


• Alt - F4 closes Quickbooks immediately


• To add an new item to a list quickly, right-mouse click on a similar item and choose Duplicate and then just change what is different


• More fun tips to come!

Please call me for a no-charge telephone consultation to discuss your QuickBooks questions.