QuickBooks 2020 For Dummies Cheat Sheet
QuickBooks 2020 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.
QuickBooks 2020 User Interface Tricks
Here are some techniques that you can use to navigate the QuickBooks 2020 software more quickly:
- To move quickly to a specific list-box entry, press the letter. Press the s key to move to the first list entry that begins with the letter s, for example.
- 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. Alternatively, to tell QuickBooks to display just the active window, choose View→One Window.
QuickBooks 2020 Keyboard Shortcuts
Use the QuickBooks 2020 keyboard shortcuts shown in the following table to make your day-to-day small-business accounting easier and faster.
|Press This PC Shortcut||QuickBooks Does This|
|Alt+S||Saves a transaction|
|Alt+N||Saves a transaction and goes to a new transaction|
|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+Enter||Saves the changes|
|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|
|Esc||Closes the active window|
Performing Common QuickBooks Tasks
To perform a common accounting or bookkeeping 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|
|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|
|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|
|Inventory||Lists→Item List or Vendors→Inventory Activies→Inventory 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|
|Adjusting accounting data||Company→Make Journal Entries|
Right-Click for Common QuickBooks 2020 Tasks
To perform a common QuickBooks 2020 task related to a window, right-click to display a shortcut menu. In a register, select and right-click a specific transaction; in a list, right-click an item; in a form, display a transaction and right-click a blank area of the form.
QuickBooks displays a shortcut menu of common commands for each particular transaction, item, or window. It often displays commands for memorizing or voiding a transaction, for example, or for creating a QuickReport on a transaction. The commands differ based on the type of transaction you select.