{"appState":{"pageLoadApiCallsStatus":true},"authorState":{"author":{"headers":{"timestamp":"2023-10-31T12:49:28+00:00"},"authorId":34783,"data":{"name":"Stephen L. Nelson","slug":"stephen-l-nelson","description":" Stephen L. 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Press the S key to move to the first list entry that begins with the letter s, for example.</li>\n<li>To select a list-box entry shown within a dialog box and simultaneously choose a suggested command button for the active dialog box (probably the OK button), double-click the entry.</li>\n<li>To move the insertion point to the beginning of a field, press Home.</li>\n<li>To move the insertion point to the end of a field, press End.</li>\n<li>\n<p class=\"Bullet\">QuickBooks can display a list of open windows in its Open Window list. To display the Open Window list, choose View → Open Window List. To move to a listed window, just click it.</p>\n</li>\n<li>To tell QuickBooks to use windows the same way every other program does, choose View → Multiple Windows. Alternatively, to tell QuickBooks to display just the active window, choose View→One Window.</li>\n</ul>\n"},{"title":"Keyboard shortcuts for QuickBooks 2023","thumb":null,"image":null,"content":"<p>Use the QuickBooks 2023 keyboard shortcuts shown in the following table to make your day-to-day small-business accounting easier and faster.</p>\n<table>\n<tbody>\n<tr>\n<td><strong>Press This PC Shortcut</strong></td>\n<td><strong>QuickBooks Does This</strong></td>\n</tr>\n<tr>\n<td>Alt+S</td>\n<td>Saves a transaction</td>\n</tr>\n<tr>\n<td>Alt+N</td>\n<td>Saves a transaction and goes to a new transaction</td>\n</tr>\n<tr>\n<td>Alt+Down</td>\n<td>Displays drop-down lists</td>\n</tr>\n<tr>\n<td>Ctrl+A</td>\n<td>Displays the Chart of Accounts window</td>\n</tr>\n<tr>\n<td>Ctrl+C</td>\n<td>Copies your selection to the Clipboard</td>\n</tr>\n<tr>\n<td>Ctrl+D</td>\n<td>Deletes check, invoice, transaction, or item from the list</td>\n</tr>\n<tr>\n<td>Ctrl+E</td>\n<td>Edits transaction selected in the register</td>\n</tr>\n<tr>\n<td>Ctrl+F</td>\n<td>Displays the Find window</td>\n</tr>\n<tr>\n<td>Ctrl+G</td>\n<td>Goes to the other side of a transfer transaction</td>\n</tr>\n<tr>\n<td>Ctrl+I</td>\n<td>Displays the Create Invoice window</td>\n</tr>\n<tr>\n<td>Ctrl+J</td>\n<td>Displays the Customer:Job List window</td>\n</tr>\n<tr>\n<td>Ctrl+M</td>\n<td>Memorizes a transaction</td>\n</tr>\n<tr>\n<td>Ctrl+N</td>\n<td>Creates a new <em><fill in the blank></em> where <em><fill in the blank></em> is whatever is active at the time</td>\n</tr>\n<tr>\n<td>Ctrl+P</td>\n<td>Almost always prints the currently active register, list, or form</td>\n</tr>\n<tr>\n<td>Ctrl+Q</td>\n<td>Creates and displays a QuickReport on the selected transaction</td>\n</tr>\n<tr>\n<td>Ctrl+R</td>\n<td>Displays the Register window</td>\n</tr>\n<tr>\n<td>Crtl+T</td>\n<td>Displays the memorized transaction list</td>\n</tr>\n<tr>\n<td>Ctrl+V</td>\n<td>Pastes the contents of the Clipboard</td>\n</tr>\n<tr>\n<td>Ctrl+W</td>\n<td>Displays the Write Checks window</td>\n</tr>\n<tr>\n<td>Ctrl+X</td>\n<td>Moves your selection to the Clipboard</td>\n</tr>\n<tr>\n<td>Ctrl+Z</td>\n<td>Undoes your last action — usually</td>\n</tr>\n<tr>\n<td>Ctrl+Enter</td>\n<td>Saves the changes</td>\n</tr>\n<tr>\n<td>Ctrl+Insert</td>\n<td>Inserts a line into a list of items or expenses</td>\n</tr>\n<tr>\n<td>Ctrl+Delete</td>\n<td>Deletes the selected line from a list of items or expenses</td>\n</tr>\n<tr>\n<td>Esc</td>\n<td>Closes the active window</td>\n</tr>\n</tbody>\n</table>\n"},{"title":"Performing common QuickBooks tasks","thumb":null,"image":null,"content":"<p>To perform a common accounting or bookkeeping task in QuickBooks, use these commands. When QuickBooks displays the commands window, you just fill in the boxes and press Enter.</p>\n<table>\n<tbody>\n<tr>\n<td><strong>To Do This</strong></td>\n<td><strong>Choose This QuickBooks Command</strong></td>\n</tr>\n<tr>\n<td><strong>Deal with customers</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Invoice a customer</td>\n<td>Customers → Create Invoices</td>\n</tr>\n<tr>\n<td>Record a cash sale</td>\n<td>Customers → Enter Sales Receipts</td>\n</tr>\n<tr>\n<td>Issue a credit memo</td>\n<td>Customers → Create Credit Memo/Refunds</td>\n</tr>\n<tr>\n<td>Record a customer payment</td>\n<td>Customers → Receive Payments</td>\n</tr>\n<tr>\n<td><strong>Handle banking activities</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Pay a bill with a check</td>\n<td>Banking → Write Checks</td>\n</tr>\n<tr>\n<td>Buy inventory with a check</td>\n<td>Banking → Write Checks</td>\n</tr>\n<tr>\n<td>Move money between bank accounts</td>\n<td>Banking → Transfer Funds</td>\n</tr>\n<tr>\n<td>Deposit money in a bank account</td>\n<td>Banking → Make Deposits</td>\n</tr>\n<tr>\n<td>See a bank account’s transactions</td>\n<td>Banking → Use Register</td>\n</tr>\n<tr>\n<td>Reconcile a bank account</td>\n<td>Banking → Reconcile</td>\n</tr>\n<tr>\n<td><strong>Work with vendors</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Prepare a purchase order</td>\n<td>Vendors → Create Purchase Orders</td>\n</tr>\n<tr>\n<td>Record when items are received</td>\n<td>Vendors → Receive Items or Vendors → Receive Items and Enter Bill</td>\n</tr>\n<tr>\n<td>Record an accounts-payable amount</td>\n<td>Vendors → Enter Bills or Vendors → Enter Bill for Received Items</td>\n</tr>\n<tr>\n<td><strong>Manage employees</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Prepare employee payroll</td>\n<td>Employees → Pay Employees</td>\n</tr>\n<tr>\n<td>Pay tax deposits</td>\n<td>Employees → Payroll Taxes and Liabilities → Pay Scheduled Liabilities</td>\n</tr>\n<tr>\n<td><strong>Get financial information</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Accounts</td>\n<td>Lists → Chart of Accounts</td>\n</tr>\n<tr>\n<td>Customers</td>\n<td>Customers → Customer Center</td>\n</tr>\n<tr>\n<td>Inventory</td>\n<td>Lists → Item List or Vendors → Inventory Activities → Inventory Center</td>\n</tr>\n<tr>\n<td>Vendors</td>\n<td>Vendors → Vendor Center</td>\n</tr>\n<tr>\n<td>Employees</td>\n<td>Employees → Employee Center</td>\n</tr>\n<tr>\n<td>Profit and loss</td>\n<td>Reports → Company & Financial → Profit & Loss Standard or one of the other profit & loss reports on Company & Financial submenu</td>\n</tr>\n<tr>\n<td>Net worth</td>\n<td>Reports → Company & Financial → Balance Sheet Standard or one of the other balance sheet reports on the Company & Financial submenu</td>\n</tr>\n<tr>\n<td><strong>Manage the QuickBooks system</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Set up a new company</td>\n<td>File → New Company</td>\n</tr>\n<tr>\n<td>Reset company information</td>\n<td>Company → Company Information</td>\n</tr>\n<tr>\n<td>Back up a data file</td>\n<td>File → Save Copy or Back Up</td>\n</tr>\n<tr>\n<td>Restore a data file</td>\n<td>File → Open or Restore Company</td>\n</tr>\n<tr>\n<td>Customize QuickBooks</td>\n<td>Edit → Preferences</td>\n</tr>\n<tr>\n<td>Adjust accounting data</td>\n<td>Company → Make Journal Entries</td>\n</tr>\n</tbody>\n</table>\n"},{"title":"Right-click for common tasks","thumb":null,"image":null,"content":"<p>To perform a common QuickBooks 2023 task related to a window, right-click to display a shortcut menu. In a register, select and right-click a specific transaction; in a list, right-click an item; in a form, display a transaction and right-click a blank area of the form.</p>\n<p>QuickBooks displays a shortcut menu of common commands for each particular transaction, item, or window. It often displays commands for memorizing or voiding a transaction, for example, or for creating a QuickReport on a transaction. 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Stephen L. Nelson

Stephen L. Nelson

Stephen L. Nelson, MBA, CPA, is the bestselling author of more than 100 books on computer and business topics, including all the previous For Dummies books on Quicken.

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QuickBooks QuickBooks 2023 All-in-One For Dummies Cheat Sheet

Cheat Sheet / Updated 11-14-2022

QuickBooks 2023 makes small-business accounting fast and easy. But your day-to-day business bookkeeping will go even more smoothly if you employ a handful of QuickBooks user interface tricks, editing tricks, and keyboard shortcuts.

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