QuickBooks Desktop: Tips and Tricks

Introduction

• Welcome
• What you should know before watching this course
• Using the exercise files

• 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

• 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

• Using Find and Search
• Searching in centers and lists

• Restarting transaction numbering
• Renumbering checks that are numbered incorrectly
• Numbering handwritten and printed checks

• 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

• 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

• Choosing how QuickBooks applies payments to invoices
• Recording customer credit-card payments with merchant fees

• 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

• Setting the default date for new transactions
• Showing the full year in transactions
• Select dates using date-related keyboard shortcuts

• 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

• Next steps