Whether you choose to use QuickBooks for your personal finances or small business needs, this program is the most popular small business accounting software available. Intuit spent more than a decade honing its features so that QuickBooks can better accommodate all of your needs, including creating business checks and more! If you’re new to QuickBooks, here are some tips on how to become a QuickBooks pro almost instantly.
Personalize Your Preferences
The software offers a large number of different options in its preference window, which you can quickly access from the edit menu. For each preference you click on, you get pull-down tabs for personal and business solutions. You can customize your QuickBooks in a number of different ways so that you can greatly reduce the chance of errors and easily manage your money.
Speed Up Searches
The program’s search feature enables you to find items in your program or company files. A search field also appears in the top icon bar, but you can remove this by going to the preferences tab. Specify in the company tab how often the software should index your files so that searches reflect recent entries.
Additionally, you can find old messages by hopping to the general preferences window and clicking on “Bring back all one time messages” box.
Using Multiple Reports
To keep track of different vendors, customers, or inventory, you can add or edit multiple report entries under the lists menu. By displaying these reports in a spreadsheet-like grid format, you can easily see all of your inventory and customers at a glance, move or remove columns and data, and type in new entries. You can further customize QuickBooks reports or tweak them by going to preferences, reports, and checking off the prompt me to modify reports option before opening a new report. From there, when you go to select a report, you will get a window with different options before you run the actual report, which can be a huge time saver.
Navigate QuickBooks swifter by making your icon bar more relevant by adding or removing icons. The software’s product info window provides a plethora of statistics and other details you may need for tech support and other issues. You can access it by pressing F2 on your Windows PC keyboard.
Do some quick math on the pop-up calculator while creating sales orders or estimates. There are additional shortcuts that you can use, including using CTRL-F on your keyboard for the detailed find window for tracking specific files or transactions, or CTRL-R to produce the register that coincides with a transaction.
By learning how to effectively use QuickBooks, you can manage your financial accounts easily and stay organized for tax season.