Tips & Tricks

Over the years, we have come across a few tips & tricks that have helped countless people with their QuickBooks software. The following are some of our most frequently used tips.

Keyboard Shortcuts

Ctrl+A - opens the Chart of Accounts
Ctrl+F - opens the Find window
Ctrl+W - opens the Write Checks form
Ctrl+I - opens the create Invoice form
Ctrl+T - opens the Memorized Transactions List

Easy date keyboard shortcuts - these work when your cursor is in a date field
T = today
+ - moves you forward one day at a time
- - moves you backward one day at a time
M - moves you to the beginning of the month
H - moves you to the end of the month
Y - moves you to the beginning of the year
R - moves you to the end of the year

Customizing the Icon Bar

To delete an icon from the Icon Bar, choose View | Customize the Icon Bar. Then select the item you want to delete and click the Delete button. Then click the OK button to delete the icon and close the window.

To add an icon to the Icon bar, open the form or report you want to add, customize it to meet your needs, and choose View | Add xxxx to the Icon Bar. Simply choose an Icon you like and give the item a nice short label. Then click the OK button to add the icon and close the window.

 

OTHER TIPS & TRICKS

Re-Issue a Paycheck
Manually adjust annual 1099's