QuickBooks Tips.

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Presentation transcript:

QuickBooks Tips

Contents Accountants Toolbox QuickBooks Online App Using Multiple Windows Client Tutorial Keyboard Commands

Accountants Toolbox Trial Balance Reclassify Transactions Voided/Deleted Transactions Write off Invoices Journal Entries Close Books Reconcile Management Reports Report Default

Trial Balance Activity Line Deleted accounts, checks, etc. Ending Debit/Credit balance of all accounts Previous Years % change of current year Adjusting Entries Mark J/E as “Adjusting” Attach Documents/Add Notes Freeze work or Archive in a ZIP folder

Batch Transaction Reclassification View Income Statement or Balance Sheet Accounts Filter by Date Cash or Accrual Vendor Change “Checked” transactions to Account and Class

Voided/Deleted Transactions Shortcut to a pre-filtered audit log Filtered to voided/deleted transactions

Batch Invoice Write off For overdue receivables Search invoices by Age To Date Balance Due Less than

Journal Entry Aside from the “+” button Clean J/E (No Pre-fill)

Close Books Shortcut to Account and Settings Check “Close the Books” and enter a closing date and either a warning or passcode to secure

Management Reports Customizeable Template P&L | Balance Sheet | Cashflows | Can add MD&A and Ending Notes / Other customized reports Expanded or Basic

Report Defaults Set Date for all reports Close books Status of reconciliation Misc. Tips

Opening Multiple Windows Viewing multiple Clients Multiple different browsers App and browser

Opening Multiple Windows Viewing Reports/Vendor Lists in other window Right click on these right hand tabs to open in new window

QuickBooks Online App Slow but Consistent Doesn’t Time out

Still want to use online? Google Tip Setting Multiple Users Ability to selectively delete cache, cookies, and history

Client Tutorial Sandbox Feature http://Qbo.intuit.com/redir/testdrive

Keyboard Commands Calculations (Only in Amount fields) Change date (Only in date fields) Next Day (+), Previous (-) Today (T) First day of week (W), Last (K) First day of month (M), Last (H) First day of year (Y), Last (R)

Thank you! Questions?