Tips and Tricks to Achieve Proficiency in Quickbooks

Quickbooks accounting services are prominent accounting software that is extremely popular among small, medium, and large enterprises. It has numerous features that automate and expedite manual processes. It is a straightforward yet complex software to use if you do not have prior knowledge.And if a firm wants to get the most out of it, it must have a few tricks up its sleeve to improve its accounting experience and boost its performance.  

 

Some of these tips and tricks include: 

 

• Avail of free tutorials: 

 

As a new Quickbooks accounting services user, you might get frustrated with the not-so-easy-to-understand user interface. Therefore, your first step to learning Quickbooks begin with taking free video and written tutorials available online. It will give you basic information on how to use the different aspects of the software.  

 

• Printing and signing checks: 

 

Quickbooks accounting services has a check printing feature wherein you can directly write checks from the "Banking" tab at home or office. Also, you can pre-sign it by uploading your signature to Quickbooks. It helps save time.  

 

• Handle duplicate names: 

 

While marketing accounting services, you can merge the two accounts if you set up one vendor under two different names. Go to the customer or vendor center and change one account's character to match the other. A toolbox will appear asking to merge, and you can click 'Yes' to complete it.  

 

• Know the keyboard shortcuts: 

 

Time is of utmost significance for a business, and they try to save it wherever possible. Some Quickbooks accounting services keyboard shortcuts for Mac and Windows that can help you speed up your process are: 

 

Ctrl + A = Chart of accounts window 

Ctrl + D = Delete invoices, checks, transactions from a list 

Ctrl + H = History of transactions 

Ctrl + I = Invoice creation window 

Ctrl + J = Customer support 

Ctrl + M = Memorize transaction 

Ctrl + W = Write checks window 

 

• Do not rush the setup process:  

 

While implementing the new system, do not rush stuff by filling in half inaccurate or incomplete information. Take your time and complete information to ensure further invoice, billing, and payment processes do not suffer. Double-checking the names, addresses, and tax numbers allows the identification of discrepancies.