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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.
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