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QuickBooks Tips

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  • 15 Sep 2014 2:36 PM | Brandon Durkes (Administrator)

    When making a journal entry you can memorize the transaction by using CTRL + M.  You will then be prompted to create a transaction name, add it to a reminder list or automate the transaction on a regular frequency.  You can also specify the frequency of the recurring transaction.  A great journal entry to try this with would be a recurring monthly accrual with the same amount for the entire year.  Give CTRL + M a try and let us know what you think,

  • 11 Sep 2014 12:32 PM | Brandon Durkes (Administrator)
    Another one of our favorite shortcuts in QuickBooks is CTRL + P.  Within QuickBooks you can print with the shortcut CTRL + P.  The print box will appear and you can just hit enter to print or adjust your setting and click print.  Just click CTRL + P and you will be printing.

  • 09 Sep 2014 12:56 PM | Brandon Durkes (Administrator)

    Another one of our favorite shortcuts in QuickBooks is CTRL + W.  This will take you directly to the write check screen within QuickBooks.  No more navigating through QuickBooks to write a check.  Just click CTRL + W and you will be writing a check.

  • 08 Sep 2014 2:27 PM | Brandon Durkes (Administrator)

    QuickBooks has a number of keyboard shortcuts.  We are going to discuss Simply Solutions favorite shortcuts this month.  One of our favorite shortcuts is CTRL + F.  This shortcut will allow you to search for 10 different types of transactions.  You can also filter your search with parameters such as dates, amounts, customer and more.  Next time you're looking for a transaction give CTRL + F and a try.

  • 24 Feb 2014 8:24 AM | Brandon Durkes (Administrator)
    Another Common mistake we see is posting transactions to prior accounting periods.  To prevent this from happening you can set a closing date that is password protected.  To enable the closing date tool go to Company/Set Closing Date.  A new window will appear, at the bottom of this window there is a Set Date/Password box.  After you click on this box a new window will appear and you can now set your closing date and protect this date with a password.  Be sure to check back often for more helpful QuickBooks tips.
  • 21 Feb 2014 12:53 PM | Brandon Durkes (Administrator)
    One of the most common mistakes we see with small businesses is the entering of loan payments into QuickBooks.  The most common mistake is not breaking out the interest and principal portions of the payments.  Did you know that QuickBooks has a loan manager to solve this issue?  Click Banking at the top of the screen, select loan manager and click Add a Loan.  You will be prompted for the specifics of the loan.  
  • 18 Feb 2014 9:12 AM | Brandon Durkes (Administrator)
    We have discussed the QuickMath Calculator on here before.  We've had several questions about clearing mistakes.  To clear an entry press the c button once.  If you would like to clear the entire tape press the c button twice.
  • 24 Jan 2014 12:27 PM | Brandon Durkes (Administrator)
    Have you ever opened a list in QuickBooks and wanted additional or less data presented.  QuickBooks allows you to customize the columns when a list is presented.  Open any list and right click.  Select the Customize Columns and you can now have the list appear just as you would like.
  • 21 Jan 2014 3:18 PM | Brandon Durkes (Administrator)
    When closing QuickBooks make sure and close all the open windows.  QuickBooks will open all the windows the next time that were open when QuickBooks was last closed.  The fewer window to open the faster QuickBooks will open.
  • 12 Dec 2013 3:09 PM | Brandon Durkes (Administrator)
    The fastest way to get to the invoice screen in QuickBooks is CTRL I.  This will take you directly to the invoice screen.
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Topeka, KS 66614
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