Right-clicking on items within the screen will allow you to quickly perform the most common commands for each task in the menu item. Rather than having to scroll up to the toolbar, QuickBooks has a useful right-click feature while you’re within a section. Having all your accounts linked in a single space allows for quick reconciling of invoices, payments, bank statements, and transfers. QuickBooks can sync to all your business bank accounts and credit cards. You can print these checks pre-signed as well by uploading your signature to QuickBooks. Under the “Banking” tab, you’ll find an option for “Write Checks.” This will allow you to print your own checks directly from the home or office. You can turn this feature off under Preferences>Speller and then uncheck the box that says “Always Check Spelling.”īusiness owners can save a few dollars by printing their own checks directly from QuickBooks. Product names, company/client names, and even your own company name can be flagged as misspelled. QuickBooks Online and QuickBooks Desktop have a default spell check feature that, while in theory is helpful, in practice, can be very annoying. Direct documentation from QuickBooks can solve many business owner’s basic questions and problems. Take the time to watch and read as many of them as you can. QuickBooks Online offers a vast number of written and video tutorials. To help you save time and future frustration, we’ve compiled the most helpful QuickBooks tips and tricks to make bookkeeping on QuickBooks easier for you and your bookkeeper. While QuickBooks Online (QBO) and QuickBooks Desktop are robust, they’re not always the most user-friendly, especially for new small business owners.
QuickBooks allows business owners to access every financial metric of their business, provide direct access to a CPA, and even perform business functions like printing checks, reconciling accounts, creating invoices, creating journal entries, and processing credit card payments. In 2019 Intuit had over 3.6 million active users, making them the most popular business accounting software in the world. Intuit QuickBooks Desktop and QuickBooks Online are some of the most popular accounting software for medium and small businesses.
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