QuickBooks 2019 makes small-business accounting fast and easy. But your day-to-day business bookkeeping will go even more smoothly if you employ a handful of QuickBooks user interface tricks, editing tricks, and keyboard shortcuts.
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QuickBooks 2019 User Interface Tricks
Here are some techniques that you can use to navigate the QuickBooks 2019 software more quickly:
- To move quickly to a specific list-box entry, press the letter. Press the s key to move to the first list entry that begins with the letter s, for example.
- To select a list-box entry shown within a dialog box and simultaneously choose a suggested command button for the active dialog box (probably the OK button), double-click the entry.
- To move the insertion point to the beginning of a field, press Home.
- To move the insertion point to the end of a field, press End.
- QuickBooks can display a list of open windows in its Open Window list. To display the Open Window list, choose View→Open Window List. To move to a listed window, just click it.
- To tell QuickBooks to use windows the same way every other program does, choose View→Multiple Windows. Alternatively, to tell QuickBooks to display just the active window, choose View→One Window.
QuickBooks 2019 Keyboard Shortcuts
Use the QuickBooks 2019 keyboard shortcuts shown in the following table to make your day-to-day small-business accounting easier and faster.
Press This PC Shortcut | QuickBooks Does This |
Alt+S | Saves a transaction |
Alt+N | Saves a transaction and goes to a new transaction |
Ctrl+A | Displays the Chart of Accounts window |
Ctrl+C | Copies your selection to the Clipboard |
Ctrl+D | Deletes check, invoice, transaction, or item from the list |
Ctrl+E | Edits transaction selected in the register |
Ctrl+F | Displays the Find window |
Ctrl+G | Goes to the other side of a transfer transaction |
Ctrl+I | Displays the Create Invoice window |
Ctrl+J | Displays the Customer:Job List window |
Ctrl+M | Memorizes a transaction |
Ctrl+N | Creates a new <fill in the blank> where <fill in the blank> is whatever is active at the time |
Ctrl+P | Almost always prints the currently active register, list, or form |
Ctrl+Q | Creates and displays a QuickReport on the selected transaction |
Ctrl+R | Displays the Register window |
Crtl+T | Displays the memorized transaction list |
Ctrl+V | Pastes the contents of the Clipboard |
Ctrl+W | Displays the Write Checks window |
Ctrl+X | Moves your selection to the Clipboard |
Ctrl+Z | Undoes your last action — usually |
Ctrl+Enter | Saves the changes |
Ctrl+Insert | Inserts a line into a list of items or expenses |
Ctrl+Delete | Deletes the selected line from a list of items or expenses |
Esc | Closes the active window |
Performing Common QuickBooks Tasks
To perform a common accounting or bookkeeping task in QuickBooks, use these commands. When QuickBooks displays the commands window, you just fill in the boxes and press Enter.
To Do This | Choose This QuickBooks Command |
Dealing with Customers | |
Invoice a customer | Customers→Create Invoices |
Record a cash sale | Customers→Enter Sales Receipts |
Issue a credit memo | Customers→Create Credit Memo/Refunds |
Record a customer payment | Customers→Receive Payments |
Handling Banking Activities | |
Pay a bill with a check | Banking→Write Checks |
Buy inventory with a check | Banking→Write Checks |
Move money between bank accounts | Banking→Transfer Funds |
Deposit money in a bank account | Banking→Make Deposits |
See a bank account’s transactions | Banking→Use Register |
Reconcile a bank account | Banking→Reconcile |
Working with Vendors | |
Prepare a purchase order | Vendors→Create Purchase Orders |
Record when items are received | Vendors→Receive Items or Vendors→Receive Items and Enter Bill |
Record an accounts payable amount | Vendors→Enter Bills or Vendors→Enter Bill for Received Items |
Managing Employees | |
Preparing employee payroll | Employees→Pay Employees |
Paying tax deposits | Employees→Payroll Taxes and Liabilities→Pay Scheduled Liabilities |
Getting Financial Information | |
Accounts | Lists→Chart of Accounts |
Customers | Customers→Customer Center |
Inventory | Lists→Item List or Vendors→Inventory Activies→Inventory Center |
Vendors | Vendors→Vendor Center |
Employees | Employees→Employee Center |
Profit and loss | Reports→Company & Financial→Profit & Loss Standard or one of the other profit & loss reports on Company & Financial submenu |
Net worth | Reports→Company & Financial→Balance Sheet Standard or one of the other balance sheet reports on the Company & Financial submenu |
Managing the QuickBooks System | |
Setting up a new company | File→New Company |
Resetting company information | Company→Company Information |
Backing up data file | File→Save Copy or Back Up |
Restoring a data file | File→Open or Restore Company |
Customizing QuickBooks | Edit→Preferences |
Adjusting accounting data | Company→Make Journal Entries |
Right-Click for Common QuickBooks 2019 Tasks
To perform a common QuickBooks 2019 task related to a window, right-click to display a shortcut menu. In a register, select and right-click a specific transaction; in a list, right-click an item; in a form, display a transaction and right-click a blank area of the form.
QuickBooks displays a shortcut menu of common commands for each particular transaction, item, or window. It often displays commands for memorizing or voiding a transaction, for example, or for creating a QuickReport on a transaction. The commands differ based on the type of transaction you select.
Released
10/30/2013 You don't need to be an accountant to know how to use QuickBooks. Learn how to manage the finances for your small business yourself with the Mac version of this powerful accounting package. Jess Stratton shows how to create a new company file and back it up on a regular basis, and then set up accounts, taxes, and inventory items. Once your accounts are established, learn how to create estimates and purchase orders, send invoices, receive payments, and print checks—all of the day-to-day tasks that keep your business running. Finally, learn to integrate with online banking, find data and run reports, and close the books with end-of-year preparations.
Quickbooks Pro 2019 5 User
Topics include:Quickbooks For Mac 2019 User Manual Pdf
- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Handling refunds
- Recording deposits
- Sharing QuickBooks with others
- Running reports
3h 50m
Duration
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- [Voiceover] My name is Jess Stratton and welcome toQuickBooks for Mac.QuickBooks is a very powerful accounting package.You don't need to be an accountant to use QuickBooksand I've actually designed this coursefor those that aren't accountants as I'll show youhow to build your company from start to finish,explaining some general accounting proceduresin the process.I'll show you how to begin by creatinga new company file and then backing it upon a regular basis.Then I'll take you through setting up your shopby adding all your financial accounts.After that, it's time to start addingproducts and inventory items.
When you're all set up, I'll show you everythingyou'll be doing in your day-to-day operationssuch as creating estimates and purchase orders,sending invoices to customers,receiving payments, and even printing checks.I'll show you all of these things and much, much more.We have a lot to cover so let's get started right now.