QuickBooks is an accounting software on the market that is ideal for businesses and individuals alike. Despite the popularity of QuickBooks, its utility is often overlooked. There are lots of tricks for saving time when using this popular book.
#1 Add Attachments to Records
You can easily add attachments to records. This can make it easier to keep track of things. You can add attachments when you send out notes to vendors. You can add attachments to end of year and end of month statements. You can add attachments to just about any document, making it easier to clarify things and keep track of information.
#2 Set-Up Automatic Reports
Next, you can use QuickBooks to create automatic reports. You can set these reports to be sent out on a weekly or monthly basis, whatever makes the best sense for your business set-up. When you set-up these reports, you can have them automatically emailed to all applicable parties. That way you don't have to go back into the app in order to email them out; you can just get the emails on an automated basis.
When you get financial reports emailed to you on a regular basis, you are more likely to read them and use them. Looking over financial reports will help you improve your business and your company.
#3 Set-Up Bank Rules
You can make things as automated as possible with bank rules. With bank rules, you can set-up things so that utilities and vendors are paid on time. When you set-up bank rules, you don't have to review every transaction and payment, which can be time-consuming. For payments that are automatic, such as paying your electricity bill, you can set-up rules that will make sure that all these payments are made on time.
#4 Learn Some of the Shortcut Keys
Finally, take some time to learn some of the shortcut keys that work within QuickBooks. These shortcut keys can help you more easily navigate around the program and will allow you to save time when you are using the program.
There are lots of ways that you can save time when you use QuickBooks and other accounting programs. These are just a few things you can do. If you still have questions about how to use QuickBooks, you can contact QuickBooks online training services such as Blueback Accounting. Online training services can help you master the basics and streamline how you use the program.Share
7 May 2019
I have always dreamed of opening my own beauty salon, but never seemed to have the money to make that dream come true. I decided that it was time for me to hire an accountant to help me create a savings plan and to assist me in calculating how much money I would need to open my salon. I found out all about what it takes to start a business and a lot of great advice about what I can do to save the money I need to make it happen. If owning your own business is something you are dreaming of, my blog can help.