Cheat Sheet

QuickBooks 2014 All-in-One For Dummies

From QuickBooks 2014 All-in-One For Dummies by Stephen L. Nelson

QuickBooks 2014 makes life easier for small-business owners, bookkeepers, and accountants everywhere. But that doesn’t mean you want to spend any more time working with QuickBooks than you have to. These handy QuickBooks keyboard shortcuts will save you time, and the list of common accounting and bookkeeping tasks shows you how to become even more efficient in QuickBooks.

Keyboard Shortcuts for QuickBooks 2014

QuickBooks 2014 provides a bunch of handy-dandy shortcuts you can use to accomplish important accounting tasks. This table identifies some of the best and most useful QuickBooks shortcuts.

Shortcut Key or Key Combination Result
+ Adds 1 to the value shown in the selected number or date file
Subtracts 1 from the value shown in the selected number or date field
Alt If Alt key is held down while QuickBooks starts, QuickBooks doesn't open all the desktop windows
Ctrl If Ctrl key is held down while QuickBooks starts, QuickBooks doesn't open a company file
Ctrl+A Displays the Chart of Accounts window
Ctrl+C Copies your selection to the Clipboard
Ctrl+E Edits the selected transaction
Ctrl+F Displays the Find window
Ctrl+G Goes to the other side of a transfer transaction
Ctrl+I Displays the Create Invoice window
Ctrl+J Displays the Customer Center window
Ctrl+M Memorizes a transaction
Ctrl+N Creates a new <form> where form is whatever is active at the time
Ctrl+P Almost always prints the currently active register, list, or form
Ctrl+Q Creates and displays a QuickReport on the selected transaction
Ctrl+R Displays the Register window
Crtl+T Displays the memorized transaction list
Ctrl+V Pastes the contents of the Clipboard
Ctrl+W Displays the Write Checks window
Ctrl+X Moves your selection to the Clipboard
Ctrl+Z Undoes your last action — usually
Ctrl+Del Deletes the selected line from a list of items or expenses
Ctrl+Ins Inserts a line into a list of items or expenses
Esc Closes the current window

How to Perform Common QuickBooks 2014 Tasks

To perform a common financial record-keeping task in QuickBooks, use these commands. When QuickBooks displays the commands window, you just fill in the boxes and press Enter.

To Do This Choose This QuickBooks Command
Dealing with Customers
Invoice a customer Customers→Create Invoices
Provide a customer an estimate Customers→Create Estimates
Record a sales order Customers→Create Sales Order
Record a cash sale Customers→Enter Sales Receipts
Issue a credit memo Customers→Create Credit Memo/Refunds
Record a customer payment Customers→Receive Payments
Conducting Banking Activities
Pay a bill with a check Banking→Write Checks
Buy inventory with a check Banking→Write Checks
Move money between bank accounts Banking→Transfer Funds
Deposit money in a bank account Banking→Make Deposits
See a bank account’s transactions Banking→Use Register
Reconcile a bank account Banking→Reconcile
Working with Vendors
Prepare a purchase order Vendors→Create Purchase Orders
Record when items are received Vendors→Receive Items or Vendors→Receive Items and Enter Bill
Record an accounts payable amount Vendors→Enter Bills or Vendors→Enter Bill for Received Items
Managing Employees
Prepare employee payroll Employees→Pay Employees→Scheduled Payroll (or Unscheduled Payroll)
Pay tax deposits Employees→Payroll Taxes and Liabilities→Pay Scheduled Liabilities
Getting Financial Information
Accounts Lists→Chart of Accounts
Customers Customers→Customer Center
Inventory Lists→Item List
Vendors Vendors→Vendor Center
Employees Employees→Employee Center
Profit and loss Reports→Company & Financial→Profit & Loss Standard (or one of the other profit and loss reports on the Company & Financial submenu)
Net worth Reports→Company & Financial→Balance Sheet Standard (or one of the other balance sheet reports on the Company & Financial submenu)
Managing the QuickBooks System
Set up a new company File→New Company
Reset company information Company→My Company
Back up a data file File→Back Up Company
Restore a data file File→Open or Restore Company
Customize QuickBooks Edit→Preferences
Adjust accounting data Company→Make General Journal Entries
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