Tag Archive for QuickBooks quick tips

Amazing Tool Extracts Bookkeeping Data from PDF Files!

I have been searching for years for this tool. Recently I came across the website for A-PDF to EXCEL, and read that it claimed to be able to extract data from PDF files into Excel. I couldn’t believe my eyes. Then I noticed that they offer a free trial of the full version of the program. So I…

QUICKBOOKS QUICK TIP: Totally Awesome Keyboard Short-cuts

In an earlier post I described additional keyboard functionality for quickly changing dates while your cursor is in any QuickBooks date field. Now I’m going to share more shortcuts you can use to navigate quickly from one activity to another while you’re working in a QuickBooks company file. (I heard a rumor that one of…

QuickBooks QUICK TIP: LISTS (Part #1)

You may have noticed that QuickBooks uses several “Lists” to organize your financial information. Today I am going to discuss one of the most important lists in your QuickBooks file: the QUICKBOOKS “CHART OF ACCOUNTS”. All transactions entered in QuickBooks MUST use one of the accounts in your QuickBooks “CHART OF ACCOUNTS” to balance the…

QUICKBOOKS QUICK TIP: Merging Duplicates (Customer, Vendor, or Job)

When you look at your QuickBooks Lists for Vendors, Customers, &/or Jobs, do you see Duplicates? Do your lists contain too many names identifying the same entity? The following procedure will walk you through merging two vendors. All the historical transactions that contained the predecessor name will be modified to contain the survivors name. (TIP:…

QUICKBOOKS TIP: Handling Customer NSF Checks

Receiving an NSF check from one of your customers can be an unfortunate reality of doing business. How to record the NSF payment in QuickBooks: You need to take the monies out of your checking account and also put it back on the customer’s account to show that they still owe you. The best way…

QuickBooks QUICK TIP: Changing Dates on the Fly

Did you know that when your cursor is sitting in any QuickBooks “date field”, you may use the plus (+) and minus (-) signs to change the date forward or backwards? And if your keyboard has a numeric keypad on the left side, you can use either set of keys (as long as “num lock”…