Here at Prepared Accounting we know your time is valuable, so we've put together a list of five tips for saving you time in QuickBooks Online so you can get in, get out, and get back to your life.
These tips are all centered around the search bar located in the upper right hand corner of your screen.
Tip #1: Searching for a Specific Dollar Amount.
Instead of wasting time looking through a whole year's worth of entries, just navigate to the search bar and type in the amount that you're looking for. Make sure to include the dollar sign ($) and a decimal point (.) and then hit enter. (Ex. $5.00). Your search will return all entries with that dollar amount.
Tip #2: Search for a Customer
Navigate to your search bar and just start typing the name of the customer you're looking to obtain information for and QuickBooks will begin to return accounts containing that name. Just select the appropriate account and you'll get all of the details pertaining to that customer.
Tip #3: Quickly Run a Profit/Loss, Balance Sheet or Other Report
Bypass multiple clicks and menus on the left navigation bar and just type the letter "r" into the search bar. QuickBooks will automatically generate a list of reports for you to select. Alternately just type "profit" or "balance" to find the reports that you're looking for.
Tip #4: Run Account Reports
Need to see transactions within a specific account? Type the name of the account or the letter "a" to browse your chart of accounts.
Tip #5: Quickly Begin an Advanced Search
To begin an advanced search within QuickBooks, just type "advanced" into the search bar and hit enter. From here you'll be able to select specific criteria for performing your search.
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