QuickBooks 2018 For Dummies book cover

QuickBooks 2018 For Dummies

By: Stephen L. Nelson Published: 10-16-2017

QuickBooks 2018 For Dummies is here to make it easier than ever to familiarize yourself with the latest version of the software. It shows you step by step how to build the perfect budget, simplify tax return preparation, manage inventory, track job costs, generate income statements and financial reports, and every other accounting-related task that crosses your desk at work. Written by highly qualified CPA Stephen L. Nelson, this trusted bestseller shows you how to get the most out of the software that helps over six million small businesses manage their finances.

Articles From QuickBooks 2018 For Dummies

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5 results
QuickBooks 2018 For Dummies Cheat Sheet

Cheat Sheet / Updated 09-28-2017

QuickBooks 2018 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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Right-Click for Common QuickBooks 2018 Tasks

Article / Updated 09-28-2017

To perform a common QuickBooks 2018 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. 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. The commands differ based on the type of transaction you select.

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Performing Common QuickBooks Tasks

Article / Updated 09-28-2017

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. To Do This Choose This QuickBooks Command Dealing with Customers Invoice a customer Customers→Create Invoices Record a cash sale Customers→Enter Sales Receipts Issue a credit memo Customers→Create Credit Memo/Refunds Record a customer payment Customers→Receive Payments Handling 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 Preparing employee payroll Employees→Pay Employees Paying 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 or Vendors→Inventory Activies→Inventory Center Vendors Vendors→Vendor Center Employees Employees→Employee Center Profit and loss Reports→Company & Financial→Profit & Loss Standard or one of the other profit & loss reports on 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 Setting up a new company File→New Company Resetting company information Company→Company Information Backing up data file File→Save Copy or Back Up Restoring a data file File→Open or Restore Company Customizing QuickBooks Edit→Preferences Adjusting accounting data Company→Make Journal Entries

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QuickBooks 2018 Keyboard Shortcuts

Article / Updated 09-28-2017

Use the QuickBooks 2018 keyboard shortcuts shown in the following table to make your day-to-day small-business accounting easier and faster. Press This PC Shortcut QuickBooks Does This Alt+S Saves a transaction Alt+N Saves a transaction and goes to a new transaction Ctrl+A Displays the Chart of Accounts window Ctrl+C Copies your selection to the Clipboard Ctrl+D Deletes check, invoice, transaction, or item from the list Ctrl+E Edits transaction selected in the register 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:Job List window Ctrl+M Memorizes a transaction Ctrl+N Creates a new where 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+Enter Saves the changes Ctrl+Insert Inserts a line into a list of items or expenses Ctrl+Delete Deletes the selected line from a list of items or expenses Esc Closes the active window

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QuickBooks 2018 User Interface Tricks

Article / Updated 09-28-2017

Here are some techniques that you can use to navigate the QuickBooks 2018 software more quickly: To move quickly to a specific list-box entry, press the letter. Press the s key to move to the first list entry that begins with the letter s, for example. 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. To move the insertion point to the beginning of a field, press Home. To move the insertion point to the end of a field, press End. 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. 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.

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