- Learn the keyboard shortcuts – hold ‘ALT’ and note any underscored letters in any menu items.
- Use the tab key to move between fields, Shift + Tab to move backwards between fields.
- When doing something repetitive, count your keystrokes (eg it takes 5 Tab key strokes to get from the amount of a check to the account.)
- When entering dates you can use a “.” to separate the components – this is faster than using the “/”.
- All numeric fields provide for you to perform calculations, just enter a number and then enter an operator (+, -, /, *)
- When in a date field or a ref# or check # filed hold CTRL and press an up or down arrow to advance the date or number.
- CTRL + 1 Gives you your company file location and in QB 2010 you can copy and paste that into windows explorer for quick access to the file.
- In a drop down or date field hold ALT then press your down arrow. Then release ALT and use your arrow keys alone to navigate from there.
- Try not to have too many window open – especially in a multi-user environment that really seems to slow QB down.
- While reconciling, check off the box at the top right that says “Hide transactions after the statement’s ending date”.
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QuickBooks Tips and Tricks