Best Tips For Using Quickbooks

When your business is getting off the ground, you’ll find that QuickBooks is a fantastic program to have around. This finance program allows you to do everything from balance your budget to write out the month’s checks, and if you are someone who is invested in keeping everything straight and in making sure that you will get the most accurate results when tax time rolls around, make sure that you consider some of the tips below.

Use Your Shortcuts

If you are a Windows user, you already know all about the different shortcuts that you can use to navigate your way around the screen. However, Quickbooks has its own set of shortcuts which are equally as useful. For example, pressing Ctrl-I gives you a new invoice to work with, while Ctrl-W allows you to write a new check. Ctrl-F lets you find a transaction from anywhere in the program, and Ctrl-E allows you to edit that transaction when you find it. This makes the process go much more smoothly.

Create Icons

Do you find that you are opening the same items over and over again, or have you realized that you are always using the same routine? The key to cutting out a fair amount of time and trouble is to start creating icons. If you put the icons that you need on the tool bar, you’ll find that doing daily tasks like writing checks and entering accounting information is a lot easier!

Customize Your Chart of Accounts

The Chart of Accounts is something that is produced when you first go through your QuickBooks set up, and it is created when you select what kind of business you have. The Chart of Accounts that was produced for you might be perfect, but chances are good that it has some extraneous items that you do not need. Open up your Chart of Accounts, and then use your right-click to start adding and removing things. Remember that you should always customize this program to meet your needs, rather than changing the way that you do things. There is a surprising amount of customization available once you start to look.

Consider Backups

We never like to think about it, but accidents do happen. Plenty of us find ourselves in situations where a sudden hard drive failure wipes out months or even years of work. If you want to make sure that your data is protected, take a moment to think about whether or not you can do the back up yourself. You can set up a function that will automatically allow you to back up your information to an online server. While it does cost extra, many people find that it is worth it first to have a backup and second to have it available no matter where you are or what computer you are using.

QuickBooks is a fantastic tool, but it is important to remember that it will work best if you know how to use it. Check out these tips for keeping your work coherent, cohesive and on the right track for success!

This post was provided by Ken Wong, an educator in new business services. He recommends Last Minute Training for courses such as quickbooks training.


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