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QuickBooks Tips


When in any date field it is possible to use short cut keys:


  • t = Today
  • w = Beginning of week
  • k = End of week
  • m = Beginning of month
  • h = End of month
  • y = Beginning of year
  • r = End of year

 

When in any money value field, remember there is a built-in calculator.


Additional Setting Tips


Under preferences I recommend these settings:


  • Show lowest sub-account- This setting allows the user to more effectively use sub-accounts by hiding the name of the parent account, but can only be used if you have account numbers assigned to your accounts
  • Use required accounts- This setting forces the user to code every transaction to an account.
  • Use class tracking- This setting enables class (activity) tracking in the company file.
  • Prompt assign classes message- This setting activates a message reminding you that the Class field has not been used in a transaction, and is very important when using classes.
  • Use audit trail- This setting provides for easier back-up of transactions.