Simply click the function you want, click any corresponding icon you want to represent it, name it what you want, and hit “OK.” You now have a personalized shortcut in the window. Expense Account, Purchase Account, Mandatory, Usage unit. If you have a particular function of QuickBooks that you use that is not listed on these shortcuts, you can click “Add…” and a number of additional potential shortcuts will be listed. Set Up Your Zoho Books organisation Export Data from QuickBooks Online. If you decide you won’t use a particular shortcut, you can delete it from the bar. You can move the shortcuts to whatever order you want by clicking and dragging. QBO is easy to use, cloud-based, and affordable.
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Action Keyboard shortcut Create a new check Ctrl + W Open the Customer Center Ctrl + J Open the Chart of Accounts Ctrl + A 2 more rows What is the difference between an expense and a bill A bill is money that your business owes but will pay at a later date.
When you click on this, the content of the shortcut bar becomes the canvas that you paint. Don’t forget to check out the rest of our QuickBooks Desktop Pro 101 Series to learn how to add a bank account, reconcile a bank account, enter credit card payments, enter a bill, handle merchant fees, and more. &0183 &32 Start a new task anywhere in QuickBooks. Alternately, if you right-click inside the box, you can get the “Customize Shortcuts” option to open in a popup link. The shortcuts as you see them can be personalized.Īt the bottom of the “My Shortcuts” section, there is a link called “Customize Shortcuts” that you can click on. But it’s true that beauty lies even deeper than that. Need the Customer Center? Click “Customers.” Vendor Center? Click “Vendors.” Want to see how your business is doing? Click “Snapshots.” You can already see the time savings start to add up. This shortcut bar provides one-click access to many of the functions of QuickBooks.
If you’ve minimized it, it’s the strip (still on the far left of your screen) that says, “My Shortcuts.” You can open this back up with the arrow at the top. On the far left of your screen is the shortcut menu. Here’s how to make shortcuts for your QuickBooks navigation quick, easy, and best of all, personalized.