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QuickBooks Desktop: Tips and Tricks

Offered By: LinkedIn Learning

Tags

QuickBooks Courses Productivity Courses Financial Management Courses Financial Reporting Courses Invoicing Courses QuickBooks Desktop Courses Expense Tracking Courses

Course Description

Overview

Become more proficient and save time using QuickBooks Online, the popular cloud-based bookkeeping platform.

Syllabus

Introduction
  • Tips and tricks for spending less time in QuickBooks Online
1. Working with Lists
  • Sort and customize table columns
  • Round values in a price rule
  • Merge accounts and other records
2. Displaying Information
  • Open multiple browser tabs for QuickBooks Online
  • Bookmark shortcuts for QuickBooks Online pages
  • Change fields in a customer page
3. Transaction Numbering
  • Adjust transaction numbering
  • Renumber incorrectly numbered checks
4. Expense Transactions
  • Sort bills
  • Reclassify expense transactions
5. Sales Transactions
  • Track reimbursable expenses as income
  • Apply markups to billable expenses
  • Track nonbillable time
  • Handle fixed-price jobs
  • Progress invoicing for cost overruns
6. Special Sales Transactions
  • Transfer a credit between customer jobs
  • Record merchant fees
  • Record retainers and deposits
  • Write off bad debt
7. Time-Saving Tricks
  • Select dates with keyboard shortcuts
  • Other QuickBooks Online keyboard shortcuts
  • Add, delete, and copy transaction lines
  • Automatically prefill transaction content
  • Attach documentation to transactions
  • Send emails automatically
Conclusion
  • Conclusion

Taught by

Bonnie Biafore

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