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1. #Quickbooks online app shortcuts not working how to#
2. #Quickbooks online app shortcuts not working software#
3. #Quickbooks online app shortcuts not working professional#

#Quickbooks online app shortcuts not working professional#

Information on this web site does NOT constitute professional accounting, tax or legal advice and should not be interpreted as such. The information contained herein is designed solely to provide guidance to the reader, and is not intended to be a substitute for the reader seeking personalized professional advice based on specific factual situations. Information provided on the World Wide Web by Smith Elliott Kearns & Company, LLC is intended for reference only. We’d be happy to help you expand your use of QuickBooks Online by introducing you to new features, building on what you’re already doing on the site to improve your overall financial management. Whether you’re new to QuickBooks Online or you’ve been using it for years, there’s always more to explore. A list of Recent Expenses will drop down. Are you trying to find a transaction that you entered recently but don’t want to do a full-on search? With a transaction of the same type open, click the clock icon in the top left corner. When you create an expense, select Owner Purchase as the Payment account. Enter Owner Purchase in the Name field and then Save and Close. Select Credit Card from the drop-down list under Account Type. Click the gear icon in the upper right and select Chart of Accounts under Your Company, then click New in the upper right. Who doesn’t use credit cards for expenses sometimes? You can track these purchases in QuickBooks Online, as pictured above. Click Attachments and browse your system folders to find the file, then double click on it. To attach a receipt to an expense, for example, look in the lower left corner of the transaction.

Sometimes it’s helpful to have a copy of a source document when you enter a transaction. You can also add Custom fields and Custom transaction numbers.Īdd attachments. In the section labeled Sales form content, notice that you can add fields for Shipping, Discounts, and Deposits by clicking on their on/off switches. Click the gear icon in the upper right and select Account and settings under Your Company. Do you need more flexibility than what’s offered in your sales forms? It may be there. Some common ones include those for invoices ( Ctrl+Alt+i) and for expenses ( Ctrl+Alt+x). Hold down these three keys together to see a list: Ctrl+Alt+?. Not everyone is a fan of these, mostly because they can’t remember them. Right click on any link in QuickBooks Online, like Sales | Customers, and select Open link in new tab. Do you ever wish you could display more than one screen simultaneously so you can flip back and forth between them? You can. You can also view the Transaction journal, which displays the behind-the-scenes accounting work, and see an Audit history, which lists any actions taken on the transaction.Ĭreate new tabs. Click it, and you can Copy the transaction or Void or Delete it. Saved transactions in QuickBooks Online have a link at the bottom of the screen labeled More, as pictured above. Click the buttons below your line items, to the left.Ĭlick the More link at the bottom of a saved transaction to see what your options are.Įxplore the More menu. Click the icon to the left of the line, hold it, and guide it to the new position. Click the trash can icon to the right of the line. QuickBooks Online comes with simple editing tools, including: Have you ever been almost done with a transaction and realize you need to make some changes farther up in the list of line items? Don’t delete the transaction and start over. Here are some tips.Įdit lines in transactions. But do we really see what else it can do? Expanding your knowledge about what QuickBooks Online can do may help you shave some time off your accounting tasks and better manage the forms, transactions, and reports that you work with every day. It makes its capabilities known through an understandable system of menus and icons, labeled columns and fields, and links.

#Quickbooks online app shortcuts not working software#

We learn the features we need and rarely venture beyond those unless we find we need the software or website to do more.

#Quickbooks online app shortcuts not working how to#

We tend to fall into the same old patterns once we’ve learned how to make a computer application work for us. Here are some tips for expanding your use of QuickBooks Online. There are always more things to learn about the applications we use every day. Third Party Administration - Retirement Plans.