QuickBooks Online Tips and Tricks

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