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Steps To Navigate QuickBooks In A Faster Way | Forum
Alex Luis
Aug 9 '23
QuickBooks is a software designed for small and
medium-sized businesses. QuickBooks offers a user-friendly interface, making it
easy to get started, and it provides comprehensive technical support to address
various concerns. QuickBooks simplifies the process of creating invoices and
receipts, ensuring that users can effortlessly locate these features.
Ways To Navigate the QuickBooks In A Faster
Way:
1) First way is the
Dashboard.
o Log Into your QuickBooks
Account and see the left-side navigation bar.
o Open the dashboard and you
can see the business information.
2) Profit & Loss.
o You can check the profit 7
loss of your business in the dashboard.
o All the bank-related
information, your sales, bank balance and consumer overdue information can be
checked.
o While adding an invoice
follow these steps:
§
Click onthe Invoicetab and click on New Invoicebutton.
§
Fill up the
client’s details. Select Create Invoicesand the client’s details
will be auto-filled.
§
Enter the price & quantityof the products and
select the tax percentage that will be included & excluded.
§
Now select the
suitable invoice option.
§
Now click on
save and your invoice is created.
4) Add with The Plus Menu.
o By using the plus menu you
can manage transactions, create estimates, mage pay bills and send invoices.
5) Use the Search Bar.
o You can find cheques and
invoices created previously with the help of a search bar.
6) Left Navigation Bar.
o In the left navigation bar
you can check your customer’s reports under the invoicing menu.
7) Reports.
o On the left side of the
dashboard, there are reports below the invoices.
8) The Gear Menu.
o Go to the gear menu and
you can see company profiles and settings.
9) Advanced Accounting Tool.
o In advanced accounting
tools, you can access useful features like Budgeting, reconciliation and audit
logs.
Outline:
Peter Groft
Aug 14 '23
Navigating QuickBooks efficiently can save you a lot of time and streamline your workflow. Here are some steps to help you navigate QuickBooks in a faster way:
Use Keyboard Shortcuts:
QuickBooks offers various keyboard shortcuts to perform common tasks quickly. For example, pressing "Ctrl + I" opens the Create Invoice window, and "Ctrl + J" opens the Customer Center.
Customize the Icon Bar:
Customize the QuickBooks icon bar with your most frequently used tasks. Right-click on the icon bar and select "Customize Icon Bar" to add or remove icons.
Favorites Menu:
Use the "Favorites" menu to save and access frequently used reports, transactions, and lists. Right-click on an item and select "Add to Favorites."
Search Bar:
Utilize the search bar in QuickBooks to quickly find transactions, reports, customers, vendors, and more.
Recent Transactions:
Access recent transactions from the Home page. Click on the "Recently" section to see a list of your recently accessed transactions.
Use Memorized Transactions:
Memorize recurring transactions like invoices, bills, or checks to save time on data entry. Go to Lists > Memorized Transaction List to manage them.
Batch Transactions:
Use batch transaction processing to perform actions on multiple transactions simultaneously, such as printing or emailing.
Custom Reports:
Create and save custom reports with your preferred settings. You can save time by reusing these reports instead of modifying the default ones.
Auto-fill Functionality:
QuickBooks can auto-fill transaction details based on previous entries. For instance, when you start typing a customer's name, it suggests matching names from your records.
Reconcile Accounts:
Regularly reconcile your bank and credit card accounts to ensure accurate records. This can help prevent errors and save time in the long run.
Use Lists Effectively:
Organize your lists (customers, vendors, items, accounts) in a logical manner and use filters to quickly locate specific items.
Batch Invoicing:
If you need to send the same invoice to multiple customers, use the Batch Invoicing feature to save time.
Quick Access Toolbar:
Customize the Quick Access Toolbar to include frequently used commands for easy access.
Utilize the Help Center:
The QuickBooks Help Center is a valuable resource. Use it to find answers to common questions and troubleshoot issues.
Regular Training:
Stay updated with new features and improvements through training resources provided by QuickBooks. Familiarity with the software can greatly enhance your navigation speed.
Regards,
Peter
