There are numerous ways to make working with QuickBooks Online a more effective experience, and one of the easiest is by knowing some simple, time saving shortcuts. In a recent #QBOchat we discussed a few of the most important shortcuts to help other QBO users optimize their experience.
Common favorite QuickBooks Online keyboard shortcuts
Stacy Kildal, QuickBooks Jetsetter and recent nominee for the Most Powerful Women in Accounting, makes it super easy by providing this comprehensive list of QuickBooks Online keyboard shortcuts. A couple of the best ones:
- Alt+down allows you to open the drop-down menu to quickly select the list item of your choice.
- When working in any “date” field, simply press “T” to change the date to the current one.
Best internet browser shortcuts in QuickBooks Online
There’s a long-running debate about which browser works best with QuickBooks Online, but for many, Chrome is the fastest, simplest browser to use. However, diehard fans of Firefox need not despair; either browser allows you to create an icon bar of “favorites” for quick navigation to save valuable time while handling multiple QuickBooks Online tasks. Check out this cool video created by Michelle Long, Intuit trainer and owner of Long for Success, LLC explaining a fantastic QuickBooks Online one-click trick.
Best QuickBooks Online navigational shortcuts
Accountant users have a report search field on the top left of the screen for quick navigation. Even non-accountant users can check their recent history by clicking the clock on the main screen or any transaction screen. The “+” button allows you to create almost any transaction you need, and when in doubt, check the gear icon for hard-to-find features (e.g. budgets, reconcile, etc.).
Which apps work best as shortcuts when integrating with QuickBooks Online?
Any app that allows you to perform a task within the app that fully syncs to replace duplicate entries is a good one in my opinion. This article by Intuit promises to help you locate the perfect QuickBooks app for what you want to accomplish and do it within 15 minutes, and watching ProAdvisor Hector Garcia’s video provides details on the newest apps available for QuickBooks Online.
Other shortcuts and tricks to save time in QuickBooks Online
Copy last week’s timesheet in QuickBooks Online to save time on data entry, and check out the QuickBooks for Mac app to see why this little gem is quickly becoming a favorite for Mac users everywhere.
There you have it–the best shortcuts available for QuickBooks Online users. Keep up with everything current on QuickBooks Online by joining us for the weekly #QBOChat on Twitter, every Thursday at 3:00pm EST. We welcome all types of QuickBooks users, from small business users to accountants, developers and others. Check out our Storifyfor previous #QBOchat topics. You can also sign up for out weekly reminder emailso you never miss #QBOchat. See you on Thursday!