QuickBooks 2015 All-in-One For Dummies Cheat Sheet - dummies
Cheat Sheet

QuickBooks 2015 All-in-One For Dummies Cheat Sheet

From QuickBooks 2015 All-in-One For Dummies

By Stephen L. Nelson

QuickBooks 2015 makes life easier for small business owners, bookkeepers, and accountants everywhere. But that doesn’t mean you want to spend any more time working with QuickBooks than you have to. These handy QuickBooks keyboard shortcuts will save you time, and the list of common accounting and bookkeeping tasks shows you how to become even more efficient in QuickBooks.

Quick Keyboard Shortcuts for QuickBooks 2015

QuickBooks 2015 provides a bunch of handy dandy shortcuts you can use to accomplish important accounting tasks. This table identifies some of the best and most useful QuickBooks shortcuts.

Shortcut Key or Key Combination Result
+ Adds 1 to the value shown in the selected number or date
Subtracts 1 from the value shown in the selected number or date
Alt If Ctrl key held down while QuickBooks starts, QuickBooks
doesn’t open a company file
Ctrl If Ctrl key held down while QuickBooks starts, QuickBooks
doesn’t open a company file
Ctrl+A Displays the Chart of Accounts window
Ctrl+C Copies your selection to the Clipboard
Ctrl+E Edits the selected transaction
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
Esc Closes the current window

How to Perform Common Tasks in QuickBooks 2015

To perform a common financial record-keeping 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
Provide customer estimate Customers→Create Estimates
Records sales order Customers→Create Sales Order
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→Scheduled Payroll (or
Unscheduled Payroll)
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
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
Setting up a new company File→New Company
Resetting company information Company→Company Information
Backing up data file File→Create Backup or Create Copy
Restoring a data file File→Open or Restore Company
Customizing QuickBooks Edit→Preferences
Adjusting accounting data Company→Make General Journal Entries