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LinkedIn Learning

QuickBooks Desktop: Tips and Tricks

via LinkedIn Learning

Overview

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Become more productive with these QuickBooks Desktop tips and tricks. Discover tricks for numbering transactions and invoicing, and speed up tasks such as finding info.

Ready to take your QuickBooks expertise to a new level? This course helps viewers become more productive with QuickBooks. Author Bonnie Biafore shows how to best work with QuickBooks lists, use display and search shortcuts to quickly find information, number transactions, and work with expense transactions, billable and non-billable time, invoices, and journal entries. The course wraps up with even more timesaving tips and tricks on selecting dates, recalling transactions, memorizing transactions, and more.

Syllabus

Introduction
  • Welcome
  • What you should know before watching this course
  • Using the exercise files
1. Working with QuickBooks Lists
  • Copying and pasting in the Add/Edit Multiple List Entries window
  • Creating parent items and sub-items in the Add/Edit Multiple List Entries window
  • Hiding and reactivating list entries
  • Sorting and customizing list window columns
  • Rounding prices for a price level
  • Merging accounts and other records
2. Displaying Information
  • Changing fields in a customer (or vendor) record window
  • Showing only the lowest level account in an account field
  • Simplify reconciling an account by changing the Reconcile window's display
  • Fitting more report onto the screen or page
  • Making reminders easy to see
3. Quickly Finding Information
  • Using Find and Search
  • Searching in centers and lists
4. Numbering Transactions
  • Restarting transaction numbering
  • Renumbering checks that are numbered incorrectly
  • Numbering handwritten and printed checks
5. Working with Expense Transactions
  • Sorting bills
  • Using different payment types to pay bills
  • Adding your logo and signature to printed checks
  • Automatically applying discounts and credits to bills
  • Switch to Bill Pay when writing a check
6. Invoicing
  • Using percentage-based items on invoices
  • Tracking nonbillable time
  • Tracking reimbursable expenses as income
  • Applying markups to billable expenses
  • Handling fixed-price jobs
  • Creating a progress invoice for cost overruns
  • Transfer a credit between customer jobs
  • Set up automated payment reminders
  • Send multiple transactions to a customer
7. Receiving Payments
  • Choosing how QuickBooks applies payments to invoices
  • Recording customer credit-card payments with merchant fees
8. Working with Journal Entries
  • Viewing journal entries in a register window
  • Tracking most recent year’s earnings and earlier retained earnings separately
  • Use zero-value checks to make adjustments to items
9. Working with Dates
  • Setting the default date for new transactions
  • Showing the full year in transactions
  • Select dates using date-related keyboard shortcuts
10. Other Time-Saving Tricks
  • Adding, deleting, and copying lines in transactions
  • Setting default accounts for transactions
  • Automatically recalling transaction information
  • Memorizing transactions and creating memorized transaction groups
  • Automatically placing a decimal point in numbers
  • Collapse report columns
Conclusion
  • Next steps

Taught by

Bonnie Biafore

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