Congratulations on your decision to use Intuit Quickbooks for your accounting needs. There’s a reason why Quickbooks consistently ranks as the most popular accounting software: it’s easy to use, compatible across a variety of operating systems and device, versatile, and can handle just about anything you have to throw its way. As a beginner, though, using it for the first time may seem daunting. Don’t worry, because we have some essential tips and tricks to help you out.
Learn The Keyboard Shortcuts
Did you know that Quickbooks supports a variety of keyboard shortcuts? Granted, these commands can be performed manually via the in-software interface, but it’s easier and less time-consuming to use the shortcuts. Typing Ctr+w, for instance, will open the write checks menu, while Ctr+z will undo the last change you made.
You can view a complete list of keyboard shortcuts used in Quickbooks by visiting http://support.quickbooks.intuit.com/support/pages/inproducthelp/core/qb2k12/contentpackage/core/miscellaneous/info_keyboard_shortcuts_editing.html?family=pro.
Many Quickbooks users — especially newcomers to the software — procrastinate when it comes to scheduling backups. They may choose to put it off until tomorrow, and then the next day, and so on. It’s not until they are actually faced with data loss that they take action to create backups. Rather than waiting until you’ve already lost your Quickbooks data, it’s recommended that you schedule backups immediately after installing the software.
There are a number of incidents that can lead to data loss, so don’t wait until it has already happened. Schedule backups immediately.
Online Intuit Community
If you haven’t done so already, sign up for an account at the Online Intuit Community. Here you’ll find answers to pretty much any Quickbooks-related question you can think, ranging from simple tasks like how to create an invoice, to more complex tasks that converting file types and dealing with reconciliations. And if you can’t find an answer, start a new question.
Quickbooks Help Feature
Don’t underestimate the power of Quickbooks built-in help feature. After installing the software, you should notice a “Help” button on your toolbar. Clicking this button will bring up a new menu, allowing you to search for Quickbooks-related questions and topics. It’s recommended that you make your questions as specific as possible, simply because there’s a ton of information located here. Feel free to play around with the help feature to find out what all it contains.