Shortcuts to Start Using Today

At Skynar Bookkeeping, we like to work on our clients’ books the most efficient way possible - that includes using shortcuts when necessary to speed up a process. We save precious seconds not having to raise our fingertips from the keyboard! There are some simple shortcuts we suggest every QuickBooks Online user memorizes, as you’ll see they’ll come in handy as you do everyday tasks in the program. Print this out, reference it when necessary, and enjoy your increased QBO efficiency! 

For shortcuts on the date:

Today → T

Beginning of the Year → Y

End of the yeaR → R

Beginning of the Month → M

End of the montH → H

Beginning of the Week → W

End of the weeK → K

To move forward or back → + or -

Some general shortcuts to use when doing your everyday bookkeeping tasks: Every combination below starts with Ctrl+Alt and is followed by…

I → Open the Invoice window

W → Open the Check window

X → Open the Expense window

R → Receive Payment

E → Open the Estimate window

L → See the Lists page

A → See Chart of Accounts page

C → See Customers page

V → See Vendors page

F → Search Transactions

H → Help

When working on transactions pages, like for invoices or expenses: Every combination below starts with Ctrl+Alt and is followed by…

D → Save Transaction & Close window

S → Save Transaction & Start a New one

M → Save Transaction & Send

X → Exit Transaction

C → Cancel 

P → Print Transaction

To see all shortcuts, use: Ctrl+Alt+/

For help on setting up, cleaning up, or keeping up with your bookkeeping, please contact Skynar Bookkeeping at info@skynarbookkeeping.com.