Quick Tips for QuickBooks

Webinar: ID# 1015354
Recorded On-Demand
About This Course:
In this webinar, David Ringstrom, CPA - who is also the Tech Editor-at-Large for AccountingWEB - shares dozens of tricks that he uses to fly through QuickBooks.

David will discuss numerous subtleties regarding QuickBooks that can make you more effective, and avoid frustration. David will be teaching from QuickBooks 2015, but will provide alternate instructions for QuickBooks 2014 and earlier where appropriate.

Learning Objectives:
  • See how to back-up and restore your QuickBooks company
  • Save time with numerous keyboard shortcuts
  • Learn timesaving keyboard shortcuts
  • Learn effective tricks for importing and exporting lists and transactions, including PayPal transactions
  • Banish recurring transactions! Copy and paste transactions from Excel to QuickBooks Accountant and Enterprise 2013 and later instead
  • Instantly populate QuickBooks lists in most versions of QuickBooks by copying and pasting from Excel
  • Make minor changes within QuickBooks that can result in manual effort in Excel
  • Learn QuickBooks techniques that may help you avoid needing to analyze data in Excel
  • Create one-click access to memorized QuickBooks reports
  • Automate repetitive tasks accessing memorized windows, reports, and transactions with just a mouse click
  • Learn why in many cases you should export reports intended for spreadsheet analysis to a CSV file instead of an Excel workbook
  • Regain access to QuickBooks companies when you don't remember the password
Note: This presentation covers QuickBooks Pro, QuickBooks Premier, QuickBooks Accountant, and QuickBooks Enterprise, and not QuickBooks Online, which is Intuit’s cloud-based accounting software. The online product is very different than the desktop products discussed here.

Level: Basic
Prerequisites: None
Advance Preparation: None

About Your Speaker:

David Ringstrom, CPA, is the Tech Editor-at-Large for AccountingWEB and Going Concern. David speaks at conferences nationally and presents dozens of webinars annually on Excel and other topics. He offers Excel training and consulting services nationwide, and has written numerous articles on spreadsheets.
Quick Tips for QuickBooks
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