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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.

Adams Consulting Inc. - QuickBooks Consulting - QuickBooks consultant, guru and expert - quickbooks, trainer, help, training, support, bookkeeper - MA - Boston - Cambridge - Worcester - Springfield - QuickBooks Consulting Services - for business and industry throughout Massachusetts. Remote QuickBooks Consulting services are available for clients throughout the USA
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