Quickbooks is hands down the most versatile accounting software in the world. Whether you run a small, large or medium-sized business, Quickbooks is able to perform all of your accounting needs accurately and effectively. However, it’s enormous amount of features creates a slight learning curve for first-time users. If you’re new to Quickbooks, you may run into some hurdles initially. To help you make the most of your Quickbooks accounting software, we’ve compiled a list of some important tips and tricks for beginners. While you may already know some of these tricks, chances are there are others that will surprise you.
Increase Font Size
Is the default font size too small for you to efficiently read? Adjusting it is kind of tricky, especially if you’ve never done it before, but it should only take a minute or two to accomplish. To either increase or reduce the font size of your Quickbooks software, open up the QBW.INI file located in your Quickbooks folder. Its exact location varies depending on the particular version you are using, but you can search for it using the “find” command on your computer. Once the file is located, open it with Notepad and edit the “Font Size” to your preferred amount. Go to “File” and click “Save and Close.” Voila, Quickbooks will not display text in the appropriate size specified in this file.
If you aren’t taking advantage of shortcuts in Quickbooks, you’re missing out on one of the easiest ways to improve your accounting efficiency. There are literally dozens of keyboard command shortcuts available for Quickbooks, all of which are excellent for bypassing certain areas. For instance, you “Ctrl+I” instantly opens a new invoice window, while “Ctrl+R” opens the register menu. Familiarize yourself with all of the Quickbooks shortcuts to improve your efficiency. You read through some of our previous blog posts for more information on how to use shortcuts.
You should try to get into the habit of reconciling your Quickbooks account on a regular basis. I guess you could say this process is similar to balancing a checkbook. You’ll go through all of the transactions to ensure each and every one matches up appropriately. If there’s a transaction off, you’ll need to find out what’s causing the discrepancy. Allowing errors to dilute your Quickbooks account can lead to disastrous consequences, so make sure you are reconciling your account on a regular basis.