QuickBooks Online (QBO) Keyboard Shortcuts

posted Apr 11, 4:06 pm (9 days ago), 0 comments, permalink

Look What I Found!

Even though QuickBooks Online is browser-based, it has a robust set of keyboard shortcuts so that you don't have to take your fingers off the keyboard.

Every time you use these tips and tricks to enter dates, those seconds add up and you can get that much more work done.

 

 

Keyboard Shortcuts

Keyboard shortcuts speed up your navigation and data entry in QuickBooks Online, even though you’re working in a browser.

 

Moving Around Forms

  • Press the Tab key to move from box to box
  • Press Shift+Tab to go back again
  • Press the Space Bar to check a check box field
  • Press Alt + down arrow to open a drop-down list, or the pop-up calendar icon to the right of any date field

 

Keyboard Commands

Hold down the Ctrl and Alt (or Option on a Mac) and type the ?/ key on your keyboard. A window will open up with your Company ID as well as a master list of keyboard shortcuts. Hold down Ctrl+Alt and press letters in the list below to open those windows.

 

Entering Dates

When entering dates, you don’t need 0s or the current year. Typing 2/1, Tab will resolve to 02/01/18.

Click in any Date field and tap these letters to jump to a key date without typing:

 

Today

T

 

 

 

Tomorrow, next day

+ (plus)

 

First day of the Month (1st)

M

Yesterday, previous day

- (minus)

 

Last day of the Month (28th, 30th, 31st)

H

First day of the Year (1/1)

Y

 

First day of the Week (last Sun)

W

Last day of the Year (12/31)

R

 

Last day of the Week (next Sat)

K

 

Built-in Calculators

There is no need to pull out your calculator! In every Quantity, Rate , and Amount field, you can use +, -, *, /, and () to do instant math. Press Tab to calculate the result.

 

Drop-down Lists

You don’t have to click on every drop-down arrow and scroll through long lists to find what you want.

Start typing the entry you’re looking for, and your list will instantly reduce itself to matching items. Indented items show that they are subaccounts.

Press up arrow or down arrow to move through the items in the list.

Press Tab to select the item you want and move to the next field.

If you don’t want to open the whole list, but just want to scroll through the items in the text box, press Ctrl + down arrow or Ctrl + up arrow .

 

Search for text on a page

This trick uses a feature of your browser, not QuickBooks Online. The browser’s Search, CTRL+F, searches all the content of the screen you’re looking at. Use it to find for anything on a page instantly, without wasting time scrolling around scanning for it. Use the Find field’s < > arrows to jump from instance to instance of matching text.

 

Was this tip helpful? Take a look at our QBO Knowledge Base, our ever-evolving collection of QuickBooks Online training videos.

 

 

 

Managing Corporate Credit Cards

posted Mar 28, 1:26 pm (23 days ago), 0 comments, permalink

Businesses who track their credit card expenses QuickBooks Online (QBO) have a challenge.

Corporate credit card accounts like Chase, AmEx, and Bank of America have multiple cards for each employee. In QuickBooks Online, these sub cards need to be treated as sub accounts.

Here is how to set up corporate credit card accounts in QBO, from the Chart of Accounts to the Banking Feed to Reconciling.

This video even shows how to zero out the cards every month so your Balance Sheet shows exactly what is owed!

Like this video? It's a snippet from my course Credit Cards in Business. It's also available in our QuickBooks Online Knowledge Base!

 

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QBO's Price Rules

posted Mar 22, 2:41 pm (29 days ago), 0 comments, permalink

Look what I found!

In QBO, if you charge different prices to different types of Customers, you no longer have to track who gets what pricing by using the Notes, or an external document. Instead, turn on Price Rules!

This flexible tool allows you to:

  • Charge different prices for Retail, Wholesale, Manufacturing, and Friends & Family
  • Apply discounts to various products
  • Put specific items on sale for a designated time
  • Customers can be assigned a default Price Rule.

 

 

Turn on the Price Rules in Gear > Account and Settings > Sales.
Customers can be assigned a default Price Rule. 
1. Go into the Customer Type button in the Customer Center.
2. Define your Customer Types.
3. Edit each Customer, and go to the Additional Information tab. Assign each Customer to their associated Type.
4. When you create Price Rules according to Customer Type, each Customer will default to the desired price.
To create the Price Rules, go to the Gear > All Lists > Price Rules

 

Price Rules

 

If you’re having a sale, use a Price Rule with a Start date and End date.
Assign Price Rules to Customers individually, or by Type.
Assign Prices to Products individually, by type of Product, or by Category.
Adjust the prices either by Percentage or Fixed Rate. You can increase or decrease the prices, and Round up or down.
Click Apply to see all the prices adjust at once.
To use your Price Rules, create an Invoice or Sales Receipt. The Rate field now has a dropdown arrow to choose the correct price. If you had assigned a Customer Type to the Customer, that Rate will show as the default.

 

Price Rules

 

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