QuickBooks 2015 For Dummies Cheat Sheet
QuickBooks 2015 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, calculating and editing tricks, and keyboard shortcuts.
QuickBooks 2015 User Interface Tricks
To aid in maximizing efficiency when using QuickBooks 2015, here are some tips and techniques that you can use to easily navigate the QuickBooks software. Use these techniques to quickly move the insertion point or move quickly to a different cell, for example:
To move quickly to a specific list box entry, press the letter. For example, press S to move to the first list entry that begins with the letter S.
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. Or, to tell QuickBooks to just display the active window, choose View→One Window.
QuickBooks 2015 Calculation and Editing Tricks
QuickBooks 2015 makes it easy to calculate and edit numbers. If the selection cursor is in an amount field, you can use these symbol keys to make calculations, such as adding the number you just typed to the next number you type. In addition, you can make many edits to your data, such as replacing a date with today’s date, or changing the date to December 31st of the current year.
|Press This Key||This Happens|
|+||Adds the number you just typed to the next number you type|
|–||Subtracts the next number you type from the number you just
|*||Multiplies the number you just typed by the next number you
|/||Divides the number you just typed by the next number you
If the selection cursor is on a date field, you can use these tricks to edit the date:
|Press This Key||This Happen|
|+||Adds one day to the date shown|
|T||Replaces the date shown with today’s date|
|–||Subtracts one day from the date already shown|
|Y||Changes the date to January 1 of the current year|
|R||Changes the date to December 31 of the current year|
|M||Changes the date to the first day in the month — for
example, March 1 if the current month is March
|H||Changes the date to the last day in the month — for
example, March 31, if the current is March
QuickBooks 2015 Keyboard Shortcuts
Use the QuickBooks 2015 keyboard shortcuts shown in the following table to make your day-to-day small-business accounting easier and faster. You can save valuable time and energy with these handy key combinations to undo actions, display windows, and insert lines:
|Press This PC Shortcut||QuickBooks Does This|
|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 <fill in the blank> where<fill
in the blank> 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+Insert||Inserts a line into a list of items or expenses|
|Ctrl+Delete||Deletes the selected line from a list of items or expenses|