QuickBooks Desktop for Accountants - HECTOR GARCIA€¦ · Favorites Accountant Company Customers...

QuickBooksDesktopforAccountantsTime-SavingsShortcuts

November14th,2018HectorGarcia,CPA

TableofContents

• Dating Shortcuts• DataEntry Shortcuts• Keyboard Shortcuts• BatchEnterofNewVendorsformBank/CreditCardStatements• BatchEnterofTransactionsfromExcel(QuickBooks AccountantorEnterpriseeditionsonly)• BatchReclassifyTransactions(QuickBooks AccountantorEnterpriseeditionsonly)

DatingShortcuts

TodayMontHYeaRWeeK;‘(Sameweekdayprevious/nextweek)[] (SameDayprevious/nextmonth)- + (plus/minusaday)

NumericalDatingShortcuts

• 11/14/2018• 11/14/18• 11/14• 1114

DataEntryShortcuts

• Tab• Shift-Tab• 1-LineCheckRegister

KeyboardShortcuts

• Alt-KeyMenuShortcuts

ALTOB

BatchAdd/EditNames

• AddNewVendorsinBatch

BatchEnterTransactions

AccountantandEnterpriseOnly

• BatchEnterDeposits• BatchEnterChecks• BatchEnterCreditCardExpenses/Credits

BatchReclassify

AccountantandEnterpriseOnly

• ReclassifyTransactions

MyQuickBooksDesktopAppRecommendations• TransactionProImporter• MoneyThumb 2qboConvertPro+

Q&A

hector@garciacpa.com