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QuickBooks Tricks

My many years of hands-on experience with the various accounting programs have taught me numerous tips and tricks that turn QuickBooks into Quicker.

So today I’m going to dish up the inside scoop on my favorite QuickBooks shortcuts…for versions Enterprise, Premier, and Pro.

Normally, to close an open window in QuickBooks, you click on the X. A faster way is to hit the Escape key. The open window will close immediately.

In many instances, for documentation purposes, we need the ability to print a bill voucher to attach to vendor bills or payments.

Simply, click Print from the Bill window.

Do you ever come across a transaction in QuickBooks that shows that a bill or an invoice has been paid? Did you know that there is a quick way to find that related payment?

Simply click on the Reports tab from the top of the transaction window.

Select Transaction History. The Transaction History window will open, listing all related transactions, including the payment. Click Go To in order to look at the payment received.

Within every amount field in QuickBooks is the ability to use a built-in calculator.

Simply tap the + key on your keyboard to activate. Enter your formula and press Enter when you are done.

Again, remember, you have the power over your program, so don’t let your program disempower you.

Search online or contact the people at QuickBooks, and you just might find ways to make repetitive, monotonous data entry, if not a thing of joy, then, at least, not an act of terrorism.

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