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QuickBooks Tips & Tricks
Come back to this page often.  We'll be adding new tips from time to time. See you soon! 

Date Entry Shortcuts
Use these shortcuts in any date field to save you lots of time entering dates.

  • T   =   Today's Date
  • M  =   First Day of the Current Month
  • H  =   Last Day of the Current Month
  • Y  =   First Day of the Current Year
  • R  =   Last Day of the Current Year
  • +  =   Advance Date by One Day
  • -   =   Decrease Date by One Day

Use Any Amount Field as a Calculator
With your cursor in any amount field, bring up a calculator within the field to do quick calculations.  Try it! 

     Use:
     +    To Add
     -     To Subtract
     *     To Multiply
     /     To Divide

Reconciling Bank and Credit Card Statements
You have been taught that upon starting the bank reconciliation that the beginning balance shown in QuickBooks should be the beginning balance on your bank's statement.  If this balance isn't the same, don't dispair!  If reconciled transactions were changed after they were reconciled, the beginning balance shown in QuickBooks may be different than that shown on your bank's statement.  Go ahead and start checking off deposits, payments, checks, and charges which have cleared, and you may find the reconciliation balances perfectly.

Use QuickBooks to Manage Your Business and Personal Bookkeeping
QuickBooks creates a computer file for each company you set up. You can have one file for your business and another for your personal finances called "Personal," for example.  It's easy to set up another QuickBooks data file. Simply click File on the Menu Bar; then click New Company.  

Accessing Different QuickBooks Data Files
When you have more than one QuickBooks data file and you want to go from one to another, the best way to open one of the other files is to click File on the Menu Bar; then click Previous Company.  The last two or three QuickBooks data files, together with their locations on the computer are at the top of the list.  Simply click to select the one you want to work with.

Barbara D. Nightingale, Inc.
Phone: (239) 997-0990

Fax: (239) 997-0937

Copyright (c) 2008 Barbara D. Nightingale, Inc. and its licensors. All rights reserved.