Leslie Huegerich

Intuit designed Quickbooks software, for business owners and accountants, help in managing your accounts and financial business profiles. Quickbooks ProAdvisor certification program aids in training accountants and business people with an interest in learning the software. Today, you will be learning some useful Quickbooks tips that will  help you in your career as a professional accountant and bookkeeper.

What do Quickbooks Proadvisors already know?

Most of the certified Quickbooks Pro advisors are well aware of the many useful functions and features of the software. Such as:

  1. The software displays the graphical flowchart illustrating each section of business accounting and bookkeeping data including information about company’s vendor, customers, and employees.

  2. The customer section displays the detailed information of each customer; their transaction history; new customers; and other information.

  3. The company’s snapshot provides, at a glance, a great deal of information, such as: income and expenses of the company, balance summary;, and tracking of sales/purchases by the company.

  4. QBO displays bank account and credit card details that the accountant recently added into Quickbooks

What certified Quickbooks Proadvisor need to know?

So what are some helpful tips for Quickbooks Proadvisor that they can use in their day to day work? In the next headings, you will read about some useful quickbooks software tips.

Use Keyboard Shortcuts

First things first, use the fastest way to access the features of software and that would be learning the Quickbooks keyboard shortcuts. Below is the list of keyboard shortcut for quick access in Quickbooks.

  1. CTRL E: Create transaction selected in the register

  2. CTRL F: Help find transactions

  3. CTRL I: Create invoices

  4. CTRL J: Open customer section

  5. CTRL M: Help memorizing or storing transactions

  6. CTRL N: Help in creating new invoices, bills, list items

  7. CTRL Q: Quick report on each transaction or file items

  8. CTRL T: Open transaction in the history/memory

  9. CTRL W: Write new checks

Create Preferences

In the software, you can check or edit the preferences according to your needs. Such as:

  1. You can check whether you need one window open or multi-window for your personal use.

  2. What is the company’s default annual interest rate

  3. What are the default account activities like writing bills, checks, and creating invoices

  4. Whether you need inventory or purchase orders

  5. Which reminders or notifications you need

  6. Do you need to track sales/purchase based on timeline

  7. Whether you need to use one currency of multiple curries

Right Click Menus are very useful

People should know that right click menus are very handy in the Quickbooks software. Highlight list/item and right click to perform tasks such as: editing or deleting the item; transferring funds, customizing columns; or getting a quick report whenever required.

Don’t forget to use the Quick Math Calculator

Another useful feature of the software is the Quick Math calculator that will ease your calculating task and you wouldn’t be needed to see any other tool for calculation.

Backup your Quickbooks Data

Intuit cloud technology can store data to some extent, but that would only work for small businesses or SME’s. If you are working in a large organization, storing the data files on Quickbooks servers shouldn’t be the only option; always keep a backup in your local disk in case of data loss.