QuickBooks 2008 All-In-One For Dummies Cheat Sheet - dummies
Cheat Sheet

QuickBooks 2008 All-In-One For Dummies Cheat Sheet

QuickBooks 2008 lets you better handle your business’s accounting and bookkeeping needs. But first, you’ll want to know how to perform some common functions in QuickBooks, and some keyboard shortcuts.

QuickBooks 2008 Keyboard Shortcuts

Working your way around QuickBooks 2008 is easier with these quick keyboard shortcuts. This table shows you a variety of QuickBooks functions and their shortcut keystroke combinations:

Shortcut Key Combination Result
Ctrl+A Displays the Chart of Accounts window
Ctrl+C Copies your selection to the clipboard
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
Ctrl+Q Creates and displays a QuickReport on the selected
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+Ins Inserts a line into a list of items or expenses
Ctrl+Del Deletes the selected line from a list of items or expenses

How to Perform Common Tasks in QuickBooks 2008

This chart shows you the commands to perform common accounting and bookkeeping tasks in QuickBooks. 2008 When the commands window is displayed in QuickBooks, you just fill in the boxes and press Enter.

To Do This Choose This 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
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 Payroll Taxes and Liabilities→Pay Scheduled
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 & 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