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quickbook tips

Intuit QuickBooks Desktop and QuickBooks Online are some of the most popular accounting software for medium and small businesses. In 2019 Intuit had over 3.6 million active users, making them the most popular business accounting software in the world. QuickBooks allows business owners to access every financial metric of their business, provide direct access to a CPA, and even perform business functions like printing checks, reconciling accounts, creating invoices, creating journal entries, and processing credit card payments. 

While QuickBooks Online (QBO) and QuickBooks Desktop are robust, they’re not always the most user-friendly, especially for new small business owners. To help you save time and future frustration, we’ve compiled the most helpful QuickBooks tips and tricks to make bookkeeping easier for you and your bookkeeper.  

 

1. Take The Free Tutorials 

 

QuickBooks Online offers a vast number of written and video tutorials. Take the time to watch and read as many of them as you can. Direct documentation from QuickBooks can solve many business owner’s basic questions and problems.

 

2. Turn Off Spell Check

 

QuickBooks Online and QuickBooks Desktop have a default spell check feature that, while in theory is helpful, in practice, can be very annoying. Product names, company/client names, and even your own company name can be flagged as misspelled. You can turn this feature off under Preferences>Speller and then uncheck the box that says “Always Check Spelling.” 

 

3. Check Printing and Signing 

 

Business owners can save a few dollars by printing their own checks directly from QuickBooks. Under the “Banking” tab, you’ll find an option for “Write Checks.” This will allow you to print your own checks directly from the home or office. You can print these checks pre-signed as well by uploading your signature to QuickBooks. 

 

4. Connect All Your Accounts 

 

QuickBooks can sync to all your business bank accounts and credit cards. Having all your accounts linked in a single space allows for quick reconciling of invoices, payments, bank statements, and transfers.  

 

5. Make Use of Right Click Shortcuts 

 

Rather than having to scroll up to the toolbar, QuickBooks has a useful right-click feature while you’re within a section. Right-clicking on items within the screen will allow you to quickly perform the most common commands for each task in the menu item. 

 

6. Learn The Keyboard Shortcuts 

 

QuickBooks has several keyboard shortcuts for Windows and Mac that can make quick work of common actions. 

Ctrl+A will display the Chart of Accounts window 

Ctrl+D will deletes items from your list 

Ctrl+I will open the window for create invoice 

Ctrl+J will open the Customer Center 

Ctrl+M will memorize transaction or report 

Ctrl+W will open the Write Checks window 

You can find a full list of shortcuts from Intuit here. 

 

7. Leverage the QuickBooks ProAdvisor Program

 

If you’re a small business owner new to QuickBooks, the Intuit ProAdvisor program is a great way to get short and long-term assistance with bookkeeping. This program will connect you with local CPA and bookkeeping experts who specialize in QuickBooks and can help you with everything from basic usage to taxes, corporate structure, and more. 

 

Ready to learn more about QuickBooks and gain better clarity on your business’s financial metrics? QuickBooks classes from ONLC can help you become a QuickBooks expert.   

 

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