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6 Ways to Up Your QuickBooks Online Game

Being accurate in your accounting practices is paramount, but you also want to be productive so you can get back to creating those profits to account for in the first place. One of the most common general ledgers available to business owners and entrepreneurs is Quickbooks Online. These six time-saving tips will help you decrease the time you spend in QBO without sacrificing accuracy.

Since QuickBooks lives in the browser, becoming a better operator can allow you to move between sets of information faster.

Work on multiple screens, even on the road

When you’re on the road and don’t have dual monitors, it still helps to split your screens. Windows users are used to “snapping” in different windows, but now iOS users have a new friend. Using the Magnet App, you can use hotkeys (CTRL+OPT+Left Arrow/Right Arrow) to place screens where ever you need, quickly.

Work on multiple screens, even on the road when using QBO

Create a browser folder for fast access to your tabs

If you would rather switch between multiple tabs, save yourself some time by opening everything you need at once. Save each screen as a bookmark in a QuickBooks browser folder, then left click to select open all tabs.

QuickBooks Online tip: Save each screen as a bookmark in a QB browser folder, then left click to select open all tabs

Use different browsers for different companies

Similarly, if you operate between different companies, for example, different consulting companies, saving everything to a dedicated browser can save time and mental energy. To do this save a different profile to each browser (Chrome for Company A, Firefox for Company B). This is a quick way to remember what company you’re in and avoid mismatch mistakes.

Quickbooks Online tip: Use different browsers for different companies

Learn to love QuickBooks specific hotkeys

Being handy with hotkeys can save you a bit a time once you know where you spend the most time in QuickBooks. To quickly remind yourself of what those are, use crt+alt+? to pop open the menu.

Being handy with hotkeys can save you a bit a time once you know where you spend the most time in QuickBooks

Use a free sandbox to play with sample money

If you are going to make some drastic changes to the way your account is set up, QuickBooks Online has a sandbox environment for you to test things out. This makes it easier if you want to experiment with fake money, so you don’t make any mistakes with the real kind. Use this link anytime you want to play with sample numbers: http://qbo.intuit.com/redir/testdrive.

Move seamlessly between dates

The most common need is the ability to change the date range you are looking at, so we wanted to call out these hot keys specifically. The hot keys for moving forwards and backward in the timetable can be easy to remember. Type the letter at either the beginning or end of the period you want to adjust by.

QBO Hot Keys

By combining these tips you can get to the information you need quickly and become more productive anywhere you need to work on your finances.

Using QuickBooks?
With our quick and easy integration, you can map financial category data from QuickBooks into TravelBank and automatically synchronize expense data seamlessly back into QuickBooks.
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