Money Management Software Articles

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.

Cheat Sheet / Updated 11-14-2022

You can make the most of your work in QuickBooks Online (QBO) and QuickBooks Online Accountant (QBOA) using handy and time-savings shortcuts and tool buttons. Using QBO keyboard shortcuts means you can seamlessly access various windows and pages without touching a mouse. The various icons at the top of the QBO page help you quickly search for items, create new items, or display transactions.

Article / Updated 09-21-2022

When you're working with QuickBooks, you will encounter command windows. To perform a common accounting or bookkeeping task in QuickBooks, use these commands. When QuickBooks displays the command's 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

Article / Updated 08-01-2022

You can modify the rights that you assign to a user in QuickBooks Pro or Premier. To do this, choose Company → Set Up Users and Passwords → Set Up Users to display the User List dialog box (not shown). To look at the rights that a particular user has, select the user in the list and then click the View User button. When you do, QuickBooks displays the View User Access dialog box (not shown). This dialog box shows the same information as the final version of the Set Up User Access and Password dialog box, which is the dialog box that you use initially to specify what rights a user should have. Click the Leave button to close the View User Access dialog box. To change a user’s rights after reviewing them, select the user and then click the Edit User button. QuickBooks steps through the same set of dialog boxes that you use to set up the user and describe his rights. You use the Next and Back buttons to do things such as change the username or password, specify whether the user should be limited in his access, and — if necessary — to limit the user’s access to a particular activity within QuickBooks. To remove a user, you also use the User List dialog box. Simply select the user and then click the Delete User button. QuickBooks asks you to confirm your deletion. When you click the Yes button for confirmation, QuickBooks removes the user.

Cheat Sheet / Updated 05-02-2022

QuickBooks 2019 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.

Cheat Sheet / Updated 04-27-2022

Keeping track of your accounting with QuickBooks Simple Start means organizing your debits and credits, applying user interface tips, using calculating and editing tricks, working efficiently with keyboard shortcuts, and right-clicking on your mouse to perform basic tasks in QuickBooks Simple Start.

Cheat Sheet / Updated 03-02-2022

You can make the most of your work in QuickBooks Online (QBO) and QuickBooks Online Accountant (QBOL) using handy and time-savings shortcuts and tool buttons. Using QBO keyboard shortcuts means that you can seamlessly access various windows and pages without touching a mouse. The various icons at the top of the QBO page help you quickly search for items, create new items, or display transactions.

Cheat Sheet / Updated 02-17-2022

QuickBooks 2021 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.

Cheat Sheet / Updated 02-07-2022

Using the Xero cloud-based accounting system makes small business accounting fast, easy and enjoyable. This cheat sheet gives you extra tips and tricks for working with this collaborative accounting tool. Discover how to adjust settings on your computer and in Xero to make the most from working in the cloud, access Xero on the go, and find your way around the home dashboard.

Cheat Sheet / Updated 10-01-2021

QuickBooks 2022 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.