QuickBooks Online For Dummies UK Edition Cheat Sheet - dummies
Cheat Sheet

QuickBooks Online For Dummies UK Edition Cheat Sheet

By Elaine Marmel

You can make the most of your work in QuickBooks Online (QBO) and QuickBooks Online Accountant (QBOL) using handy and time-savings shortcuts and tool buttons. Using QBO keyboard shortcuts means that you can seamlessly access various windows and pages without touching a mouse. The various icons at the top of the QBO page help you quickly search for items, create new items, or display transactions.

17 Keyboard Shortcuts for QuickBooks Online and QuickBooks Online Accountant

Keyboard shortcuts can help you save time. By using keyboard shortcuts, you can keep your hands on the keyboard when you enter information in QBO or QBOA. Mac users, substitute Option for Alt in the following tables.

To Press
Open the Cheque window Ctrl+Alt+W
Open the Expense window Ctrl+Alt+X
Open the Estimate window Ctrl+Alt+E
Open the Invoice Transaction window Ctrl+Alt+I
Open the Receive Payment window Ctrl+Alt+R
Display Help Ctrl+Alt+H
Display the Lists page Ctrl+Alt+L
Display the Customers page Ctrl+Alt+C
Display the Suppliers page Ctrl+Alt+V
Display the Chart of Accounts page Ctrl+Alt+A
Display the Search Transactions page Ctrl+Alt+F
Display keyboard shortcuts Ctrl+Alt+/

Use these keyboard shortcuts while working in a transaction window:

To Press
Save the transaction and starts a new one Ctrl+Alt+S
Save the transaction and close the transaction window Ctrl+Alt+D
Save and send the transaction Ctrl+Alt+M
Print the transaction Ctrl+Alt+P
Close the transaction window; if you’ve made changes, a message asks you to confirm that you want to close the window without saving your changes Ctrl+Alt+X or Ctrl+Alt+C

3 Handy Tool Buttons in QuickBooks Online

In QuickBooks Online (QBO), at the top of the window, tools are available to help you find your way. You can view recent transactions or search for transactions, create transactions, or perform other actions not related to transactions. Be aware that, if you’re working in QBOA and you open a QBO company, the tools vary somewhat. The tools on this cheat sheet are for a client working in a QBO company.

QuickBooks Online Create mneu

Click the plus sign (+), which then changes to an X, to open the Create menu and select a transaction to create.

QuickBooks Online advanced search

Click the magnifying glass to view a list of recent transactions and to search for transactions. To open a recent transaction, click it to open it in its transaction window. Type any identifying information or click Advanced Search to specify more detailed search criteria.

QuickBooks Online Gear menu

Click the Gear button to display the Gear menu, which helps you perform a variety of tasks in QBO other than entering transactions.