QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers...

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QuickBooks Desktop for Accountants Time-Savings Shortcuts November 14 th , 2018 Hector Garcia, CPA

Transcript of QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers...

Page 1: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

QuickBooksDesktopforAccountantsTime-SavingsShortcuts

November14th,2018HectorGarcia,CPA

Page 2: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

TableofContents

• Dating Shortcuts• DataEntry Shortcuts• Keyboard Shortcuts• BatchEnterofNewVendorsformBank/CreditCardStatements• BatchEnterofTransactionsfromExcel(QuickBooks AccountantorEnterpriseeditionsonly)• BatchReclassifyTransactions(QuickBooks AccountantorEnterpriseeditionsonly)

Page 3: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

DatingShortcuts

TodayMontHYeaRWeeK;‘(Sameweekdayprevious/nextweek)[] (SameDayprevious/nextmonth)- + (plus/minusaday)

Page 4: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

NumericalDatingShortcuts

• 11/14/2018• 11/14/18• 11/14• 1114

Page 5: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

DataEntryShortcuts

• Tab• Shift-Tab• 1-LineCheckRegister

Page 6: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

KeyboardShortcuts

• Alt-KeyMenuShortcuts

ALTOB

Page 7: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

BatchAdd/EditNames

• AddNewVendorsinBatch

Page 8: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

BatchEnterTransactions

AccountantandEnterpriseOnly

• BatchEnterDeposits• BatchEnterChecks• BatchEnterCreditCardExpenses/Credits

Page 9: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

BatchReclassify

AccountantandEnterpriseOnly

• ReclassifyTransactions

Page 10: QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers Vendors Employees Banking Reports Window Help Edit Transaction QuickReport Download

MyQuickBooksDesktopAppRecommendations• TransactionProImporter• MoneyThumb 2qboConvertPro+

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Q&A

[email protected]


QuickReport - droit.univ-batna.dzdroit.univ-batna.dz/images/bib/351.pdf · QuickReport Author: karim Subject: QuickReport Management Tool Keywords: Created Date: 9/15/2016 3:28:49

QuickReport - droit.univ-batna.dzdroit.univ-batna.dz/images/bib/351.pdf · QuickReport Author: karim Subject: QuickReport Management Tool Keywords: Created Date: 9/15/2016 3:28:49

This page intentionally left blank. - QuickBooks Help, QuickBooks

This page intentionally left blank. - QuickBooks Help, QuickBooks

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