Archive for the ‘QuickBooks Tips’ Category

Brand new QuickBooks forum!

Hi Everyone! I have great news! We now have a QuickBooks discussion forum which is rich in features so PLEASE direct all QuickBooks questions there, by going to this URL:

We already have a questions topic – you DO need to register, but HEY I’d love to get to know who you are anyway so please visit the forum now and post a question / comment or go to the general discussion for things that are not directly related to QuickBooks.

Also we will be slowly migrating selected content (we’ll pick the best stuff and get it better organized) from here to a new blog location so stay tuned and check back often.  The URL will be forwarded to the new location once it is ready.


10 Keyboard Shortcuts to things you frequently do in QuickBooks


Like the car above you want to be fast. Here are some ways that you can become a Ferrari among QuickBooks Users:

  1. Receive Payments (from Customers): ALT +U, Y
  2. Reconcile: ALT +B, L | Bonus: then use ALT + [down arrow] to activate the drop down and select the account.
  3. Enter Bills: ALT + O, B then to pay bills ALT + O, P
  4. Run Profit and Loss Standard: ALT + R, F, S | for a Balance Sheet ALT + R, F, B
  5. Chart of Accounts: CTRL + A
  6. Make General Journal Entries: ALT + C, J
  7. Make Deposits: ALT + B, D
  8. To edit an item in a list: ALT +E, E
  9. Enter Sales Receipt: ALT + U, S
  10. Customer Center: ALT + U, C | Vendor Center: ALT + O, V

For an hour video of more tips to help you work faster in QuickBooks download our full length video tutorial:

QuickBooks Tips and Tricks

Categories: QuickBooks Tips

10 Tips to help you work faster in QuickBooks

March 18, 2010 Leave a comment

  1. Learn the keyboard shortcuts – hold ‘ALT’ and note any underscored letters in any menu items.
  2. Use the tab key to move between fields, Shift + Tab to move backwards between fields.
  3. 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.)
  4. When entering dates you can use a “.” to separate the components – this is faster than using the “/”.
  5. All numeric fields provide for you to perform calculations, just enter a number and then enter an operator (+, -, /, *)
  6. 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.
  7. 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.
  8. 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.
  9. Try not to have too many window open – especially in a multi-user environment that really seems to slow QB down.
  10. While reconciling, check off the box at the top right that says “Hide transactions after the statement’s ending date”.

If you want a video tutorial showing you tips 10 X more powerful than these add this to your cart:
QuickBooks Tips and Tricks

Categories: QuickBooks Tips

Editing Your Forms and Printing Batches

December 8, 2009 2 comments

This question just came in via E-mail:

Good Morning Seth,

When I email customers a statement an automatic greeting appears, how do I edit this?  We use QB Pro 2010.

Also while I’m asking… you know if there is a way for me to be able to print checks w/o seeing their check register?  I am able to print one at a time but not print a “batch”. 

Here’s my answer:

You can edit forms as follows:

  • Click
    • Edit
    • Preferences
    • Send Forms (in the left margin with all of the topics, near the bottom)
    • Go to the Company Preferences Tab
      • Choose the drop-down for which “Form” you want to change the text for (one of the choices is “Statements”)

To print a batch of checks you first have to save them all with the box checked that says “To be Printed” or choose that option in the bill pay screen. Then in the “Write Checks” dialogue you click the drop down arrow immediately next to “Print” and there is an option to “Print Batch”. QuickBooks will prompt you for the first check number and increment all other checks from there.

Also while we are at it there is another option in there that is handy. Also in the ‘Preferences’ section under ‘Checking / Company Preferences’ There is an option you can check off (it is NOT checked off by default) that says “Change check date when check is printed”. This is handy when you might have added checks to the batch several days ago and you are first printing them today. QuickBooks will update the check date to today’s date when you print them.

This Blog sponsored by our Learning Center

November 19, 2009 Leave a comment

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FREE Live QuickBooks Webinar at 10am Sunday Oct 25

October 24, 2009 Leave a comment

I will be installing and reviewing QuickBooks 2010 right in front of you. It has some pretty amazing features from what I am reading, so this should be pretty exciting.

Click here and go into the ‘Live Webinars’ Meeting room:

QuickBooks For Personal Finances

July 15, 2009 Leave a comment

This is the topic of today’s web cast.

QuickBooks is great software for businesses and because it is great for businesses, it is also great for personal finances. Quicken is great, but I find that QuickBooks just does more and it does it more easily. Also when it comes to managing personal finances, it is really not any different than business finances in the most generic terms. That is to say that in both cases we are looking at income vs. expenses as well as debt and cash flow management. There are some things a business has that personal finances don’t, Great, we’ll leave those out. There isn’t anything I can think of on a personal set of books that wouldn’t exist in some form at least potentially on a business. Maybe medical expenses, but some businesses do pay medical expenses and even if they don’t they pay Health insurance. So at this level the concept is the same – they’re expenses, there are just different kinds and accordingly, different ways of categorizing them.

Watch the Web Cast Here: