When it comes to your books (and just about everything else), it’s best to work smarter, not harder. Finding little tips and tricks to make your bookkeeping the slightest bit easier is like a little win each time you successfully maneuver your way through. Lucky for you, QuickBooks Online is plentiful with shortcuts that make your bookkeeping just a smidge easier each time you use one! Depending on if you’re a MAC or PC user, these shortcuts will be slightly different by only a couple keys. Don’t forget that these are specific for QBO, not QuickBooks Desktop.
Save this handy sheet of shortcuts for the next time you’re working on your books! QuickBooks Online Keyboard Shortcuts 04.17.18 (1)
To open a second window in:
To search for text in a window:
To enter dates:
To calculate amounts and rates:
To move around fields on most forms:
To choose items in drop-down lists:
If a list has sub-items:
To save forms:
From any form, press Alt + S instead of clicking Save. In Firefox and Chrome, you must use Alt + Shift + S. For Mac users it is Option + Control + S.
To respond to messages:
Hold down the Alt key. If the button names have underlined letters, you can keep the Alt key held down and type the letter to select the button you want.
To select a transaction type in an account register:
When the Ref # field is selected:
To save or edit the selected transaction:
To move between transactions within the register, selecting the date field as you go:
Adjusting print alignment:
Select the Vertical or Horizontal field, and then press “+” to raise the number or ” - ” to lower it. You must use the keys on the numeric keypad.
To move around in journal entries:
In the Journal Entry screen, press up arrow to move to the distribution line above and down arrow to move to the one below.