Approachable QuickBooks™ Consulting
Tips & Tricks
Keyboard Shortcuts
QuickBooks Tips and Tricks
Ctrl+A – opens the Chart of Accounts
Ctrl+F – opens the Find window
Ctrl+W – opens the Write Checks form
Ctrl+I – opens the create Invoice form
Ctrl+T – opens the Memorized Transactions List
Ctrl+Y – See the accounting behind the scenes
Easy date keyboard shortcuts - these work when your cursor is in a date field
T=today
+ - moves you forward one day at a time
- - moves you backward one day at a time
M - moves you to the beginning of the month
H - moves you to the end of the month
Y - moves you to the beginning of the year
R - moves you to the end of the year
Finding Transactions:
Edit>Find>Simple (or) >Advanced: History button – Sales Receipts, Invoices, payments, deposits, bills, bill payments, sales orders, purchase orders
Find button – on all kinds of checks, bills, invoices, sales receipts, sales orders
For Accountants:
F2 key – Closing date exception report
Reconciling:
Undo last reconciliation
Finding info on customers, items
Ctrl-L > Ctrl-E
Using this sequence from any list field for Customer Name or Item Code on Invoice or sales receipt, will allow the user to quickly see the details of the Customer or Item (or terms, payment method etc.) without leaving the window that user is in. It does not work with the Vendors List though.