Are you tired of wasting time navigating through QuickBooks Online? Well, fret no more! In this tutorial video titled “Mastering Keyboard Shortcuts in QuickBooks Online,” Accounting Stuff provides you with a comprehensive guide on how to use keyboard shortcuts to increase efficiency and get things done faster in QuickBooks Online. The video dives into specific examples of shortcuts for various tasks such as creating new invoices, expenses, receiving payments, accessing customer and vendor listings, navigating the chart of accounts, changing dates, and calculating numbers. To make it even better, the video recommends practicing these shortcuts using the QuickBooks Online Sample company and provides additional resources for learning accounting basics. So, why waste time? Watch the video and become a QuickBooks Online master!

Become lightning fast at QuickBooks Online with the help of keyboard shortcuts by watching Accounting Stuff’s tutorial video titled “Mastering Keyboard Shortcuts in QuickBooks Online.” In this second installment of the QuickBooks Online tutorials 2019 series, you’ll learn how to save time and increase efficiency in QuickBooks Online using these valuable shortcuts. The video covers a wide range of shortcuts for various tasks such as creating new invoices, expenses, receiving payments, accessing customer and vendor listings, navigating the chart of accounts, changing dates, and even calculating numbers. By practicing these shortcuts with the QuickBooks Online Sample company, you’ll be able to streamline your workflow and become a pro in no time. Don’t miss out on this opportunity to enhance your QuickBooks Online skills and make your life easier!

Introduction

Mastering keyboard shortcuts in QuickBooks Online can greatly improve productivity and efficiency in financial management tasks. By learning and practicing these shortcuts, users can save time and navigate the software more efficiently, allowing for more focus on core accounting activities. This article will provide an overview of the benefits of keyboard shortcuts in QuickBooks Online, examples of commonly used shortcuts, and tips for practicing and mastering these shortcuts.

Benefits of Keyboard Shortcuts in QuickBooks Online

Save Time

One of the biggest advantages of using keyboard shortcuts in QuickBooks Online is the time-saving potential. When performing repetitive tasks such as creating new invoices, expenses, or receiving payments, using shortcuts can significantly reduce the time it takes to complete these actions. Instead of navigating through menus and clicking multiple times, a simple key combination can automate the process and streamline workflow.

Increase Efficiency

In addition to saving time, keyboard shortcuts can also increase efficiency in QuickBooks Online. By eliminating the need to move between the keyboard and mouse, users can perform tasks more quickly and with fewer errors. This improved efficiency can lead to enhanced productivity, allowing users to accomplish more in less time.

Examples of Keyboard Shortcuts in QuickBooks Online

Creating New Invoices

To create a new invoice in QuickBooks Online, you can use the shortcut “Ctrl + Alt + I” (PC) or “Ctrl + Option + I” (Mac). This shortcut allows you to quickly open the create new invoice form without navigating through the menus.

Creating New Expenses

To create a new expense in QuickBooks Online, you can use the shortcut “Ctrl + Alt + E” (PC) or “Ctrl + Option + E” (Mac). This shortcut allows you to quickly open the create new expense form and enter the details of the expense.

Receiving Payments

To receive a payment in QuickBooks Online, you can use the shortcut “Ctrl + Alt + R” (PC) or “Ctrl + Option + R” (Mac). This shortcut allows you to quickly open the receive payment form and record the payment from a customer.

Accessing Customer and Vendor Listings

To access the customer listing in QuickBooks Online, you can use the shortcut “Ctrl + Alt + C” (PC) or “Ctrl + Option + C” (Mac). This shortcut allows you to quickly view and manage your customer records.

To access the vendor listing in QuickBooks Online, you can use the shortcut “Ctrl + Alt + V” (PC) or “Ctrl + Option + V” (Mac). This shortcut allows you to quickly view and manage your vendor records.

Navigating the Chart of Accounts

To navigate the chart of accounts in QuickBooks Online, you can use the shortcut “Ctrl + Alt + A” (PC) or “Ctrl + Option + A” (Mac). This shortcut allows you to quickly access and navigate the different accounts in your chart of accounts.

Keyboard Shortcuts for Completing Forms

Copying Values from Above Cells

To copy values from above cells in a form in QuickBooks Online, you can use the shortcut “Ctrl + ‘” (PC) or “Ctrl + ‘” (Mac). This shortcut allows you to quickly populate a cell with the value from the cell directly above it.

Pasting Values Only

To paste values only in a form in QuickBooks Online, you can use the shortcut “Ctrl + Shift + V” (PC) or “Ctrl + Shift + V” (Mac). This shortcut allows you to paste the values from your clipboard into a cell without pasting any formatting or formulas.

Undo and Redo Actions

To undo an action in QuickBooks Online, you can use the shortcut “Ctrl + Z” (PC) or “Command + Z” (Mac). This shortcut allows you to quickly revert back to the previous state.

To redo an action in QuickBooks Online, you can use the shortcut “Ctrl + Y” (PC) or “Command + Shift + Z” (Mac). This shortcut allows you to reapply an action that was previously undone.

Save and Close Forms

To save and close a form in QuickBooks Online, you can use the shortcut “Ctrl + Alt + S” (PC) or “Ctrl + Option + S” (Mac). This shortcut allows you to quickly save your changes and close the form.

Keyboard Shortcuts for Changing Dates

Navigating to the Previous or Next Day, Week, or Month

To navigate to the previous or next day, week, or month in QuickBooks Online, you can use the shortcuts “W” (previous week), “K” (next week), “M” (start of month), “H” (end of month), “Y” (start of year), “R” (end of year), and “T” (today). These shortcuts allow you to quickly change the date in forms or reports.

Jumping to a Specific Date

To jump to a specific date in QuickBooks Online, you can use the shortcut “Ctrl + Alt + G” (PC) or “Ctrl + Option + G” (Mac). This shortcut allows you to quickly enter a specific date and navigate directly to that date.

Keyboard Shortcuts for Calculating Numbers

Adding or Subtracting a Percentage

To add or subtract a percentage in a form in QuickBooks Online, you can use the shortcuts “+%” (add percentage) or “-%” (subtract percentage). These shortcuts allow you to quickly calculate and enter a new value based on a percentage.

Multiplying or Dividing by a Percentage

To multiply or divide by a percentage in a form in QuickBooks Online, you can use the shortcuts “*” (multiply by percentage) or “/” (divide by percentage). These shortcuts allow you to quickly calculate and enter a new value based on a percentage.

Converting Amount to Currency Format

To convert an amount to currency format in QuickBooks Online, you can use the shortcut “Ctrl + Shift + 4” (PC) or “Ctrl + Shift + 4” (Mac). This shortcut allows you to quickly format a number as currency with the appropriate currency symbol and formatting.

Practicing Keyboard Shortcuts

Using the QuickBooks Online Sample Company

To practice keyboard shortcuts in QuickBooks Online, you can use the QuickBooks Online Sample company. This sample company is available for free and allows users to explore and practice different features and functions of QuickBooks Online.

Testing Shortcuts in a Demo Environment

In addition to using the QuickBooks Online Sample company, users can also practice keyboard shortcuts in a demo environment. Many QuickBooks Online tutorials and training resources have demo environments where users can navigate and interact with the software without affecting their actual data.

Additional Resources for Learning Accounting Basics

Online Tutorials

For users who are new to accounting or need a refresher, there are many online tutorials available for learning accounting basics. These tutorials cover topics such as journal entries, financial statements, and basic bookkeeping principles. Some popular websites that offer accounting tutorials include AccountingCoach, Investopedia, and QuickBooks Learn & Support.

Accounting Books and Courses

Another resource for learning accounting basics is through books and courses. There are numerous accounting books available that cover various topics in depth, from basic principles to advanced financial analysis. Additionally, many online platforms offer accounting courses for beginners, intermediate, and advanced learners.

Affiliate Links to Related Products

Keyboard Shortcut Cheat Sheet

To further assist users in mastering keyboard shortcuts in QuickBooks Online, there are keyboard shortcut cheat sheets available. These cheat sheets provide a quick reference guide to the most commonly used shortcuts and can be helpful for users who want to have a visual reminder while working in QuickBooks Online.

External Keyboards for QuickBooks Online

For users who prefer using external keyboards, there are specific keyboards available that are designed for use with QuickBooks Online. These keyboards often have shortcut keys specifically for QuickBooks Online functions, making it even easier for users to navigate and complete tasks.

Conclusion

Mastering keyboard shortcuts in QuickBooks Online can significantly improve productivity and efficiency in financial management tasks. By taking the time to learn and practice these shortcuts, users can save time and streamline their workflow. Additionally, utilizing the recommended resources and products, such as keyboard shortcut cheat sheets and external keyboards, can further enhance the QuickBooks Online experience. With these tools and knowledge, users can become adept at utilizing keyboard shortcuts and optimize their workflow in QuickBooks Online.