QuickBooks 2015 For Dummies Cheat Sheet - dummies
Cheat Sheet

QuickBooks 2015 For Dummies Cheat Sheet

From QuickBooks 2015 For Dummies

By Stephen L. Nelson

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
typed
* Multiplies the number you just typed by the next number you
type
/ Divides the number you just typed by the next number you
type

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
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+Insert Inserts a line into a list of items or expenses
Ctrl+Delete Deletes the selected line from a list of items or expenses