Many people forget this simple but important component until they go into the software and realize that all of their prior work is gone. This helps you check that all of your transactions and bank account details are recorded, ensuring that your financial statements have a beginning and ending balance. One of the most important things you can do on the QuickBook software is constant reconciliation. Click ‘Edit’ and make your changes, and then click ‘OK’.Change the label and description and click ‘OK’.Click ‘Add’ and select the icon from the list.Click on the icon you want to remove and click ‘Delete’.Select ‘View’ and click on ‘Customize Icon Bar’.
Here’s a quick overview on how to customize your icon bar, which is incredibly simple to do: A customized icon bar helps boost your efficiency and make it quick to find the links you need. As you start using QuickBooks, you’ll become familiar with the items that you use frequently and the ones you don’t need. You can customize your icon bar and choose which links are displayed by adding, removing, or modifying the icons. You can use ready-made templates to customize invoices and spreadsheets to your liking. Once you’re familiar with the basic functions, we recommend customizing the software based on your needs. Ctrl+Delete – Deletes the selected line from a list of items or expenses.Ctrl+Insert – Inserts a line into a list of items or expenses.Ctrl+X – Moves your selection to the Clipboard.Ctrl+W – Displays the Write Checks window.Ctrl+T – Open memorized transaction list.Ctrl+Q – QuickReport on transaction or list item.Ctrl+N – New invoice, bill, check, or list item in context.Ctrl+M – Memorize transaction or report.Ctrl+E – Edit transaction selected in register.Ctrl+D – Deletes check, invoice, transaction, or item from the list.Ctrl+C – Copies your selection to the Clipboard.Ctrl+A – Displays the Chart of Accounts window.Here are some commonly used shortcuts to try (in alphabetical order): QuickBooks is here to make your life easier, and one of the convenient features that helps with this is the keyboard shortcuts. Gone are the days of meticulously writing down each and every transaction on a piece of paper and adding them up manually. Make use of QuickBooks Keyboard Shortcuts Day 5: Learn about 3rd-party app integrations and browse through compatible apps.Day 4: Start customizing and automating transactions.Learn reconciliation, printing checks, and paying bills via QuickBooks
Day 3: Learn invoicing, inputting expenses and payments, and navigating financial statements.Learn how to input customer information and employee details. Day 2: Start entering business information, set up accounts, and get organized.Go through the QuickBooks Getting Started Tutorial. Day 1: Browse through the software and familiarize yourself with the interface.Here’s an example of a learning plan that you can make for yourself: If you’re learning QuickBooks on your own, we recommend splitting days up to focus on 1-3 things at a time. Like we said above, give yourself time and don’t expect to learn it all in a day. It’s designed for beginners to get set up and familiarized with the basic software features. The QuickBooks tutorial is very practical and easy to understand. QuickBooks offers a Getting Started Tutorial that walks you through how the accounting software works, including inputting data, invoicing, paying bills, and more.
Take advantage of QuickBooks’ Getting Started Tutorials You’ll have accurate numbers and can make good financial decisions based on those numbers.
This doesn’t mean you need to learn accounting and bookkeeping extensively (that’s what your professional accountant and certified bookkeeper are for!), but knowing the rules and guidelines when reporting financial data will set you up for success.
Have a basic understanding of the accounting principlesįirst and foremost, having a basic understanding of the accounting principles is going to make learning QuickBooks a little easier. The best way to approach QuickBooks is to set aside time and gather resources related to QuickBooks for beginners to help you. The good news is that there is a light at the end of the tunnel – once you get through the initial training, QuickBooks offers a multitude of benefits and makes your accounting and bookkeeping tasks simple and clear. In fact, learning QuickBooks slowly and thoroughly is a much better approach than quickly trying to go through all of what the accounting software has to offer. Remember, you don’t need to tackle it all in one day. If you’re brand new to QuickBooks, there is a lot to cover and the learning curve can be overwhelming.