QuickBooks/ Bookkeeping Tip of the Week: ARCHIVED COLLECTION

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Welcome to our archived collection of amazing tips!

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You have over 100 helpful bookkeeping reminders and often step-by-step instructions on useful tools within QuickBooks (Online and Desktop). If you are interested in more in-depth training for your staff that goes beyond these tips – please contact us: I need QuickBooks Training.

4/16/2021

Candy’s Tip

Customize Your Icon Bar in QuickBooks

Customize your icon bar in QuickBooks with frequently used bookkeeping tasks. To customize, right click on the bar. From there you can add icons and arrange them to your preference.

QuickBooks automatically provides suggested icons but you can delete the ones don’t need.

4/9/2021

Candy’s Tip

Quick Control Commands in QuickBooks Desktop

There are a few handy control commands. They can be found next to the title on the drop-down menu. Here are few common commands to try:

Ctrl+A             Displays the Chart of Accounts window

Ctrl+D             Deletes check, invoice, transaction, or item from the list

Ctrl+E             Edit transaction selected in register

Ctrl+F             Displays the Find window Ctrl+I Create invoice

Ctrl+J              Open Customer Center

Ctrl+M            Memorize transaction or report

Ctrl+N             New invoice, bill, check, or list item in context

Ctrl+T             Open memorized transaction list

Ctrl+W            Displays the Write Checks window

4/2/2021

Charlene’s Tip

Use the IRS Online Tax Calendar

It’s easy to get confused or overwhelmed with the various deadlines and due dates for different tax bills, and the penalties for missing a deadline can be painful.

Sync your calendar with the IRS’s Online Tax Calendar at https://www.tax.gov/calendar/ and get reminders to make your payments on time.

3/26/2021

Charlene’s Tip

Stay Up-to-Date with Your Finances

Don’t wait until tax season or the end of the year to get your finances in order. Avoid the pain of bounced checks, overdue invoices, or duplicate payments/transactions by checking your books on a weekly basis.

Ask your accountant to help keep an eye out for unusual activity or easy-to-miss errors to help keep your books in tip-top shape.

3/19/2021

Candy’s Tip

Right-Click Menus in QuickBooks Desktop

In a QuickBooks Desktop transactional window, you can quickly access menu items. Right click any place within the transaction window and a popup window will appear with a list of common commands related to your transaction.

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