Press This PC Shortcut | QuickBooks Does This |
Alt+S | Saves a transaction |
Alt+N | Saves a transaction and goes to a new transaction |
Ctrl+A | Displays the Chart of Accounts window |
Ctrl+C | Copies your selection to the Clipboard |
Ctrl+D | Deletes check, invoice, transaction, or item from the list |
Ctrl+E | Edits transaction selected in the register |
Ctrl+F | Displays the Find window |
Ctrl+G | Goes to the other side of a transfer transaction |
Ctrl+I | Displays the Create Invoice window |
Ctrl+J | Displays the Customer:Job List window |
Ctrl+M | Memorizes a transaction |
Ctrl+N | Creates a new <fill in the blank> where <fill in the blank> is whatever is active at the time |
Ctrl+P | Almost always prints the currently active register, list, or form |
Ctrl+Q | Creates and displays a QuickReport on the selected transaction |
Ctrl+R | Displays the Register window |
Crtl+T | Displays the memorized transaction list |
Ctrl+V | Pastes the contents of the Clipboard |
Ctrl+W | Displays the Write Checks window |
Ctrl+X | Moves your selection to the Clipboard |
Ctrl+Z | Undoes your last action — usually |
Ctrl+Enter | Saves the changes |
Ctrl+Insert | Inserts a line into a list of items or expenses |
Ctrl+Delete | Deletes the selected line from a list of items or expenses |
Esc | Closes the active window |
To Do This | Choose This QuickBooks Command |
Dealing with Customers | |
Invoice a customer | Customers→Create Invoices |
Record a cash sale | Customers→Enter Sales Receipts |
Issue a credit memo | Customers→Create Credit Memo/Refunds |
Record a customer payment | Customers→Receive Payments |
Handling Banking Activities | |
Pay a bill with a check | Banking→Write Checks |
Buy inventory with a check | Banking→Write Checks |
Move money between bank accounts | Banking→Transfer Funds |
Deposit money in a bank account | Banking→Make Deposits |
See a bank account’s transactions | Banking→Use Register |
Reconcile a bank account | Banking→Reconcile |
Working with Vendors | |
Prepare a purchase order | Vendors→Create Purchase Orders |
Record when items are received | Vendors→Receive Items or Vendors→Receive Items and Enter Bill |
Record an accounts payable amount | Vendors→Enter Bills or Vendors→Enter Bill for Received Items |
Managing Employees | |
Preparing employee payroll | Employees→Pay Employees |
Paying tax deposits | Employees→Payroll Taxes and Liabilities→Pay Scheduled Liabilities |
Getting Financial Information | |
Accounts | Lists→Chart of Accounts |
Customers | Customers→Customer Center |
Inventory | Lists→Item List or Vendors→Inventory Activies→Inventory Center |
Vendors | Vendors→Vendor Center |
Employees | Employees→Employee Center |
Profit and loss | Reports→Company & Financial→Profit & Loss Standard or one of the other profit & loss reports on Company & Financial submenu |
Net worth | Reports→Company & Financial→Balance Sheet Standard or one of the other balance sheet reports on the Company & Financial submenu |
Managing the QuickBooks System | |
Setting up a new company | File→New Company |
Resetting company information | Company→Company Information |
Backing up data file | File→Save Copy or Back Up |
Restoring a data file | File→Open or Restore Company |
Customizing QuickBooks | Edit→Preferences |
Adjusting accounting data | Company→Make Journal Entries |