QuickBooks/ Bookkeeping Tip of the Week


Tip of the Week

Get the Tips and Tricks that every Bookkeeper should have in their bag, courtesy of our Accounting Services staff.


Candy’s Tip

Document tracking for 1099 Vendors

Seems like it is always a mad dash to collect W-9 in January of the filing year. A tip to avoid the stress is to collect the document in real time.

Quick Tip:

Before you cut that check to a service vendor or outside service provider, request a W-9 right away from the vendor. Even if you are not sure, it is always a good practice to request one anyway. And if turns out you do not need a to file 1099 for them it’s good to have that W-9 as a record of not qualifying for filing. You can download a PDF here on the IRS website: https://www.irs.gov/

QuickBooks Tip: You can attach and store that W-9 digital document in the vendor information in QuickBooks. No separate file system needed!

QuickBooks online Tip: QBO has a feature you can invite contractors to fill out their W-9 and sign them electronically, securely inside their intuit account


Donna’s Tip

Customize Your Icon Bar in QuickBooks Desktop

You can customize your icon bar to have quick access to frequently used tasks. Here’s how:

  1. View > Add Customer Center to choose different icons > Label them however you’d like
  2. View > Customize the icon bar with one touch access to a location in QuickBooks or any reports often used


Candy’s Tip

QuickBooks Online Mini Calculator

You can use the +, -, *, / and () to do quick math in any Quantity, Rate and Amount field. Press the Tab to calculate the results.


Candy’s Tip

QuickBooks Online Keyboard Short Cuts

To view the keyboard short cuts: press the ‘ctrl/control’ (for pc) and ‘alt/option’ (for mac) at the same time with the ‘?/’ key and a pop up window below will appear.


Donna’s Tip

Customize QuickBooks to Fit Your Needs

Here’s an example of how you can customize QuickBooks to fit your needs. Customize Icon Bar to have quick access to frequently used tasks. When you open a frequently used task, for example ‘enter bills’ > open view tab and choose ‘add “enter bills” to icon bar’.

When the pop-up window opens you can choose an icon of your choice and label the task. Click ‘OK’, and it will now appear in your task or icon bar.

Add some color by going to preferences under Edit tab. Choose ‘Desktop’ view and click on ‘switch  colored icons’, ‘OK’ to close. Then colored icons show up at the bottom of the list of icons that you can choose from.

Get Tips Sent Straight To Your Inbox Every Friday

Fill in the form below.