Tips to enter data quickly

Take advantage of QuickFill to easily enter names, invoice items, accounts, or other types of list data.

• Type just the first two or three letters of a name in the appropriate field on the form to get the rest of the name filled in for you. Then press Tab to jump to the next field.
•  If you have your preferences set to use account numbers in your Chart of Accounts, just type the first two numbers and QuickFill completes the number with its associated account name. 

Quickly Closing All Open QuickBooks Windows

 To close all open QuickBooks Windows quickly, click on Window on the menu bar, and then Close All.

 

Improving performance in multi-user mode

 To improve QuickBooks performance in multi-user mode, consider these tips:

· store company files on the fastest or most powerful computer, preferably a dedicated server.

· Run reports during off hours.

· Refresh reports only when you're ready to use or print them.

· Avoid keeping unnecessary QuickBooks windows or other applications open.

 

Using the History Button

The History button shows you all the transactions related to the one you are currently viewing.

For example, view any invoice that you know is paid then click on the History button. Then you'll see the payment details on your screen instantly.

 

Turning Features Off and On

Can't find it but know your version of Quickbooks has it?

 

Go to Edit {Top Tool Bar}

Select Preferences

Select the features you want turned on.

Click Ok

 

Merging Vendors

Set a vendor up 2x with name slightly different? Use wrong name? Need to put all information under One Vendor?

 

Go to Vendor Center

Click Vendors Tab

Right click vendor name {the one you do not want to show anymore}

Click Edit Vendor {name will be highlighted}

Type over to make name match exactly as other vendor name that is correct

Click OK

Click Yes to confirm merge.

 

Note: You can not merge a vendor name with a name from a different list, such as merging a vendor with a customer. You can follow the same steps for merging a customer file that has been duplicated, or an item.

 

***Be advised you must be in single user mode and have administrator privileges***

 

Keys that help you save lots of time when working with dates

(Just type the key shown in the date field.)

T = today's date

M = First day of the month you are working in

H = Last day of the month you are working in

Y = First day of the year

R = Last day of the year

+ = Move the date forward by one day

= Move the date backward by one day

 

Q & A

 

How can I make reconciliation with my bank statement?

If you enter sales summaries in QuickBooks instead of individual sales, doing a separate "Make Deposit" for each payment method, such as cash/checks, MasterCard, etc., will make reconciliation with your bank statement easier.

 

If I use the Enter Bills option, can I use the Write Checks option to pay them?

QuickBooks has two options for handling your payments. One option is to Enter Bills for vendors and then pay those bills. The other is to Write Checks. It is important to note that if you Enter Bills you must use the Pay Bills option. If you use Write Checks, those bills will still show as due and you will end up double counting the expense by entering it once as a bill and then again as a check.

Acorn Business Advisors is all about helping you work fast, better and more efficiently than ever. We are passionate about teaching you how to better use your tools on your path to success. Below you will find a list of QuickBooks Tips that we update once a month - so check back with us regularly for new tips!

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