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Cheat Sheet

QuickBooks QBi For Dummies

QuickBooks allows you to spend less time on bookkeeping and more time on your business. By using shortcuts you’ll move through your accounting even faster and more easily.

QuickBooks Everyday Shortcuts

QuickBooks features many keyboard shortcuts that allow you to open, close, save and work with documents in a flash. The following shortcuts make working with QuickBooks even faster and easier:

QuickBooks Key or Keystroke Combination Shortcut Result
Ctrl-A Opens your Chart of Accounts
Ctrl-F Finds transactions, by amount, date, memo or name
Ctrl-G Goes to register of transfer account
Ctrl-H Displays history of any accounts receivable or payable transaction
Ctrl-I Goes to Create Invoice window
Ctrl-J Opens the Customer Centre
Ctrl-L Opens the relevant list for current drop-down menu
Ctrl-M Memorises current transaction or report
Ctrl-N Creates a new transaction in whatever window is active at the time
Ctrl-P Prints whatever form or register you have open at the time
Ctrl-Q Produces a QuickReport for a transaction or item
Ctrl-R Displays the account register
Ctrl-T Opens memorised transaction list
Ctrl-U Uses a list item (try Ctrl-L and Ctrl-U together for a winning team)
Ctrl-W Goes to Write Cheques
Ctrl-Y Opens transaction journal for that transaction
Ctrl-F4 Closes active window
F1 Opens help for active window

QuickBooks Date Changes

Want to enter or change a date in a QuickBooks entry? Entering and editing the date in QuickBooks is quick and easy when you use these very handy QuickBooks keyboard shortcuts.

QuickBooks Key or Keystroke Combination Shortcut Result
+ Next day
Previous day
T Today
W First day of the Week
K Last day of the weeK
M First day of the Month
H Last day of the montH
Y First day of the Year
R Last day of the yeaR
Alt-↓ Date calendar

QuickBooks Keyboard Combination Trade Secrets

The following table of QuickBooks keyboard shortcuts shows you how to quickly and easily access useful information and commands, as well as closing and opening QuickBooks:

QuickBooks Key or Keystroke Combination Shortcut Result
Ctrl (while opening) Starts QuickBooks without a company file
Alt (while opening) Closes windows which were open last time you closed the file
F2 Displays very nerdy info about your current QuickBooks version
Right-click Shows a list of nifty commands related to wherever you are

Moving Around in QuickBooks with Keyboard Shortcuts

Every QuickBooks command includes an underlined letter. To execute a command in QuickBooks, press the Alt key followed by the relevant letter. Here are some examples:

QuickBooks Key or Keystroke Combination Shortcut Result
Alt B, I Goes to the Banking menu, followed by Import Bank Statement
Alt C, T Goes to the Company menu, followed by the To Do List

Combine your Alt key with a few other keyboard tricks to fly around QuickBooks at a rate of knots:

QuickBooks Key or Keystroke Combination Shortcut Result
Tab Next field
Shift-Tab Previous field
Home Beginning of current field
End End of current field
Ctrl-Page Up     First item on list or previous month in register
Ctrl-Page Down Last item on list or next month in register

Fast Editing with QuickBooks Keystrokes

When you’re working with QuickBooks you’ll want to edit your files. One of the great features of QuickBooks is these keyboard shortcuts, which will help you fly through your bookkeeping.

QuickBooks Key or Keystroke Combination Shortcut Result
+ Increases cheque or invoice number by one
Decreases cheque or invoice number by one
Ctrl-C Copies your selection to the Clipboard
Ctrl-D Deletes current transaction or item (if allowed)
Ctrl-E Opens transaction selected in register, ready for editing
Ctrl-V Pastes whatever is currently sitting in your Clipboard
Ctrl-X Moves your selection to the Clipboard
Ctrl-Z Undoes your last action (within current field only)
Ctrl-Del Deletes line from detail area
Ctrl-Ins Inserts line in detail area
Ctrl-Enter Records the current transaction
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