QuickBooks 2013 – A Cheat Sheet
QuickBooks 2013 makes small-business accounting fast and easy. But your day-to-day business bookkeeping will go even smoother if you employ a handful of QuickBooks keyboard shortcuts and data-entry and interface tricks.
QuickBooks 2013 Keyboard Shortcuts
| Press This PC Shortcut | QuickBooks Does This |
|---|---|
| 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 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+Insert | Inserts a line into a list of items or expenses |
| Ctrl+Delete | Deletes the selected line from a list of items or expenses |
QuickBooks 2013 Calculation and Editing Tricks
QuickBooks 2013 makes it easy to calculate numbers. If the selection cursor is in an amount field, you can use these symbol keys to make calculations:
| Press This Key | This Happens |
|---|---|
| + | Adds the number you just typed to the next number you type |
| – | Subtracts the next number you type from the number you just typed |
| * | Multiplies the number you just typed by the next number you type |
| / | Divides the number you just typed by the next number you type |
If the selection cursor is on a date field, you can use these tricks to edit the date:
| Press This Key | This Happens |
|---|---|
| + | Adds one day to the date shown |
| T | Replaces the date shown with today’s date |
| – | Subtracts one day from the date already shown |
| Y | Changes the date to January 1 of the current year |
| R | Changes the date to December 31 of the current year |
| M | Changes the date to the first day in the month—for example, March 1 if the current month is March |
| H | Changes the date to the last day in the month—for example, March 31, if the current is March |
Right-Click for Common QuickBooks 2013 Tasks
To perform a common QuickBooks 2013 task related to a window, right-click to display a shortcut menu. In a register, select and right-click a specific transaction; in a list, right-click an item; in a form, display a transaction and right-click a blank area of the form.
When you right-click, QuickBooks displays a shortcut menu of common commands for the particular transaction, item, or window. For example, it often displays commands for memorizing or voiding the transaction or for creating a QuickReport on the transaction. The commands differ based on the type of transaction you select.
QuickBooks 2013 User Interface Tricks
To aid in maximizing efficiency, here are some handy tips and helpful techniques that you can use to more quickly navigate the QuickBooks 2013 software:
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To move quickly to a specific list box entry, press the letter. For example, press S to move to the first list entry that begins with the letter S.
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To select a list box entry shown within a dialog box and simultaneously choose a suggested command button for the active dialog box (probably the OK button), double-click the entry.
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To move the insertion point to the beginning of a field, press Home.
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To move the insertion point to the end of a field, press End.
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QuickBooks can display a list of open windows in its Open Window list. To display the Open Window list, choose View→Open Window List. To move to a listed window, just click it.
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To tell QuickBooks to use windows the same way every other program does, choose View→Multiple Windows. Or, to tell QuickBooks to just display the active window, choose View→One Window.
Source: QuickBooks 2013 For Dummies, John Wiley & Sons Inc.
