General Tips

1. Customize Your Dashboard

Steps:

1. Go to the Home page.
2. Click on the Dashboard.
3. Select the Customize button.
4. Choose the widgets you want to display, such as Sales, Expenses, Profit & Loss.
5. Arrange them as needed and save your changes.

2. Use Classes and Locations

Steps:

1. Go to Settings (gear icon) > All Lists.
2. Click on Classes or Locations.
3. Click New to add a class or location.
4. Enter the name and details, then save.
5. Assign classes or locations when entering transactions.

3. Automate Transactions

Steps:

1. Go to Settings (gear icon) > Recurring Transactions.
2. Click on New.
3. Select the transaction type (e.g., Expense, Invoice).
4. Fill in the transaction details and choose the frequency (daily, weekly, monthly).
5. Save the recurring transaction.

4. Link Bank Accounts

Steps:

1. Go to Banking on the left menu.
2. Click on Add Account.
3. Search for your bank or credit card company.
4. Enter your online banking credentials.
5. Follow the prompts to connect your account.

5. Set Up Payroll

Steps:

1. Go to Payroll on the left menu.
2. Click on Get Started.
3. Follow the setup wizard to enter company and employee information.
4. Choose your payroll schedule and method of payment.
5. Complete the setup and run your first payroll.

6. Use Projects

Steps:

1. Go to Projects on the left menu.
2. Click on New Project.
3. Enter the project name and details.
4. Add income and expenses to the project as they occur.
5. Monitor the project's profitability through the Projects dashboard.

7. Leverage Reports

Steps:

1. Go to Reports on the left menu.
2. Select the report you want to view (e.g., Profit & Loss, Balance Sheet).
3. Customize the report by selecting dates, filters, and display options.
4. Save the customized report for future use.
5. Regularly review reports to gain insights into your business performance.

8. Backup Data

Steps:

1. Go to Settings (gear icon) > Account and Settings.
2. Click on the Advanced tab.
3. Find the Backup section and follow the prompts to set up automatic backups.
4. Alternatively, use an external service to regularly backup your QuickBooks data.

Keyboard Shortcuts

General Shortcuts

• Ctrl + N: New transaction
• Ctrl + S: Save transaction
• Ctrl + D: Delete transaction
• Ctrl + E: Edit transaction
• Ctrl + F: Find transaction
• Ctrl + H: History of a transaction
• Ctrl + I: Create an invoice
• Ctrl + J: Open Customer Center
• Ctrl + M: Memorize transaction/report
• Ctrl + R: Use register
• Ctrl + T: Open memorized transaction list
• Ctrl + U: Use list item
• Ctrl + W: Write checks
• Ctrl + Y: Open transaction journal
• Ctrl + Del: Delete line

Navigation Shortcuts

• Ctrl + Page Up/Page Down: Move to the previous/next month
• Ctrl + Tab: Move to the next window
• Ctrl + Shift + Tab: Move to the previous window
• Ctrl + F6: Move between open QuickBooks windows
• Alt + S: Save and close
• Alt + N: New transaction

List Shortcuts

• Ctrl + L: Open the list for a field
• Ctrl + Alt + I: Open inventory item list
• Ctrl + Alt + C: Open customer list
• Ctrl + Alt + V: Open vendor list
• Ctrl + Alt + E: Open employee list

Transaction Shortcuts

• Ctrl + G: Go to the other side of a transaction
• Ctrl + Shift + F: Find transaction
• Ctrl + Shift + H: Open transaction history

Advanced Tips

1. Use Batch Invoicing

Steps:

1. Go to Sales on the left menu.
2. Click on Customers.
3. Select the customers you want to invoice.
4. Click on Batch Actions and select Create Invoices.
5. Customize the invoices as needed and save.

2. Track Mileage

Steps:

1. Go to Mileage on the left menu.
2. Click on Add Trip.
3. Enter the trip details including date, distance, and purpose.
4. Save the trip and repeat as needed.

3. Utilize Tags

Steps:

1. Go to Settings (gear icon) > Tags.
2. Click on New Tag.
3. Enter the tag name and assign it to a group if needed.
4. Use tags when entering transactions to categorize and track them.

4. Set Up Budgets

Steps:

1. Go to Settings (gear icon) > Budgeting.
2. Click on Add Budget.
3. Enter the budget details including fiscal year and interval.
4. Allocate amounts to each category.
5. Save the budget and monitor performance through budget reports.

5. Integrate with Third-Party Apps

Steps:

1. Go to Apps on the left menu.
2. Browse or search for the app you need (e.g., CRM, inventory management).
3. Click on the app and follow the prompts to install and integrate it with QuickBooks.

6. Advanced Reporting

Steps:

1. Go to Reports on the left menu.
2. Select the report you want to customize.
3. Use the Customize button to add filters, custom fields, and adjust display options.
4. Save the customized report for future use and review it regularly for detailed insights.

Keep this guide handy as you navigate QuickBooks to ensure you're making the most of its features and capabilities. Happy accounting!