News article

Using Shortcuts in QuickBooks Online

by | Aug 14, 2023 | Accounting, QuickBooks

Switching to QuickBooks Online (also known as QBO for short)  from QuickBooks Desktop software has been a challenge at times for some of our clients.  Not all commands are where they used to be.  To make things easier for our clients, we recommend taking advantage of the shortcuts feature in this application. 

So, what are shortcuts?

 Keyboard shortcuts are a combination of keys used to directly execute a command, rather than trying to find it from a menu or on a navigator.  For those using a Windows PC, the sequence begins with CTRL-ALT plus a specific key.  For those using a Mac/iOS device, the sequence begins with the CMD ⌘ key.

 After using QuickBooks Desktop for many years, clients find their biggest challenge when switching to QuickBooks Online is to enter credit card charges.  While that command was an icon on the QuickBooks navigator, in QBO you must perform three commands (under Expenses) to get to a general expense screen, and then choose the credit card option.  On the other hand, a user can get to the exact screen  needed using the shortcut key CTRL-ALT-X.

 Users may view & download the list of shortcut keys in QBO by clicking on the link: https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwitgsKlt9KAAxVmlIkEHazrAYUQFnoECCAQAQ&url=https%3A%2F%2Fintuitglobal.intuit.com%2Fdelivery%2Fcms%2Fprod%2Fsites%2Fdefault%2Faccountant.intuit.ca%2Fcloud-accounting%2Fpdf%2Fqbo-keyboard-shortcuts.pdf&usg=AOvVaw1lhJEQomIUp6IeimBAvaok&opi=89978449

See also:

 Planning for 2024: Now is the Time

Taking Care of Business

 

Do you want to know more about getting the most from your QuickBooks Online or other  applications?  We can help through training, customization or showing how to make your  applications work together.  Our team at Crosspointe Consulting Group helps firms identify their needs and provide solutions and not just software.  Call us at 877-375-2810 or write to us at [email protected]

Delivering comprehensive legal technology solutions.
With over 30 years of experience serving law firms of all sizes, Crosspointe possesses a deep understanding of the specialized law office technology niche, adapting to the evolving needs of legal practices and inviting you to explore the range of products we support for our clients.

Latest news

Business of Law: Confidentiality and Data Security

Business of Law: Confidentiality and Data Security

By Dana Riel and David MichaelFourth in a Series In our last post we talked about competence and diligence: What lawyers think it means, what clients think it means, and what it really means.  Interestingly, Model Rule 1.1 has a Comment (8) which states: To maintain...

Business of Law: Competence Clarified

Business of Law: Competence Clarified

What does it mean to be “competent to practice law”?  What do attorneys think it means?  More to the point, what do clients think it means?  Attorneys face diverse, often unrealistic expectations when it comes to intellectual, emotional, financial, and logistical...