30 QuickBooks Tips in 30 Days: Day 4

Today’s QuickBooks tip may seem obvious to many people, but I see users struggle with this every day and I want to make sure to get this information out in the open.

Tip #4 of 30: Use the “Tab” key on your keyboard to navigate from field to field when entering information in QuickBooks

There is no doubt in my mind that the fastest and easiest way to move around in QuickBooks is to use the Tab key.  Any time you are filling out a form such as the “Enter Bills” or “Create Invoice” screens, tap the Tab key to move forward one field at a time.  After you use the Tab key for a  while you will develop a rhythm and know exactly how many taps of the key it takes to get to the next relevant field.  If you need to go backwards, hold down the Shift key and then press Tab.  It will move you back one field at a time.

I see so many QuickBooks users fill out the first field on a form and then grab their mouse, click in the next field and then use the backspace or delete key to remove the default date or text that is in the input box, then start typing their input.  It takes at least 3 or 4 times as long as just hitting the Tab key and start typing your input.  When you tab into a field, it automatically highlights or selects the text that is already in that field so you can either tap the delete key to instantly clear the field or start typing and it will replace whatever default value was there.  This is a huge time saver!  So if you’re not currently using the Tab key to move around with QuickBooks, you are really missing out and I highly recommend that you start using it right away.

Did you find this tip useful?  If so, please leave a comment below!  Also, I would love to hear about your favorite QuickBooks tips or tricks!

This post was written by Michael Debyah.

30 QuickBooks Tips in 30 Days: Day 3

Today’s tip deals with cleaning up duplicates on the various lists in QuickBooks.  In my experience this tends to happen most often in the vendor list for whatever reason.  But this technique applies to any list including the vendor list, customer list, item list, chart of accounts and just about every list that you can find in QuickBooks.

Tip #3 of 30: Clean up your QuickBooks lists by merging duplicate entries.  This actually quite simple.  Just edit the list item that you want to get rid of of change the name to be exactly the same as the item that you want to keep.  QuickBooks will pop up a message that says “This name is already being used.  Would you like to merge them?”.  If you click “Yes” then it will merge them together under the name that you entered and all of the historical transactions will appear under that merged name.

Did you find this tip helpful?  Please let me know in the comments section.  I would also love to hear some of your favorite tips

This post was written by Michael Debyah.

30 QuickBooks Tips in 30 Days: Day 2

Here’s a link in case you missed yesterday’s post about my new “30 QuickBooks Tips in 30 Days” blog challenge.  Yesterday’s quick tip was about working with date fields and today’s is another date-related tip:

Tip #2 of 30: When you open most reports, your cursor is automatically in the “Dates” field.  You can type the first letter of the pre-defined dates to make that selection.  For example, on QuickReports I usually want to see all the transactions.  So as soon as the report comes up on my screen I tap the “a” key on my keyboard to switch the date selection to “all”.  You can hit the “t” key to cycle through “today”, “this week”, “this week to date”, “this month”, etc., etc.  Use the “l” key to cycle through the “Last Week”, “Last Month” and other “Last….” dates.  The ‘n” key cycles through the “Next…” dates.

Feel free to comment and let me know if you found this tip to be useful.  Also, I would love to know some of your favorite QuickBooks tips.

This post was written by Michael Debyah.

30 QuickBooks Tips in 30 Days: Day 1

I am challenging myself to make one blog post every day for the next 30 days.  These will be shorter, quick little QuickBooks related tips and tricks.  They won’t be complicated, in-depth tutorials but should prove to be quite useful for most people.

So, here is my QuickBooks tip for day #1.  It has to do with working with date fields in QuickBooks.

Tip #1 of 30: When you are in a date field anywhere in QuickBooks, you can press the “t” on your keyboard to automatically insert today’s date.

That’s it!  I told you they were going to be short, quick little tips!  Be sure to come back tomorrow for tip #2.

This post was written by Michael Debyah.