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QuickBooks Simple Start Tips & Tricks |
History Feature:
Although not new, this useful feature is underutilized by small business bookkeepers. The history button is found in any transaction screen, such as an invoice, receipt, or payment. It brings up a window showing you all of the related transactions. A very useful application of this function occurs when you need to find out quickly if you have already paid an invoice. The History function will bring up the related payment information, assuming it was already paid, including check number and date.
Journal Feature:
If you have ever been unclear about where in the financial statements a transaction will go, the Journal function is handy. The Journal button appears in any transaction screen, such as an invoice, receipt, or payment. It brings up a window showing you the debits and credits behind the transaction. You can also access this functionality with the key sequence CTRL+Y.
QuickBooks Tip #4: Calculator Function
This is a little known but highly cool tool. It can be used in any number field that represents dollars or quantities. Highlight the number field and press the = button to bring up the calculator. Perform mathematical calculations on the tape the same way you would a regular calculator (note that it is in calculator not adding machine format). Use C to clear the entry, CC to clear the tape, and ESC to cancel the calculation. Key ENTER or TAB to total the calculation and leave the result in the highlighted field. |
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