7 QuickBooks Tips And Tricks For A Better Experience

QuickBooks is an accounting software built to help with the daily accounting tasks of businesses of all types. The application enlists many services such as paying bills, filing taxes, creating invoices, etcetera. Produced by Intuit, the software became a household name in the market for its great features and user-friendly approach that caught the eye of every growing business. The users are already aware of how great the program is, and to enhance the experience a bit more, we have gathered a list of some QuickBooks tips and tricks in this article. These tips will help you to simplify your daily business life.

The Top 7 QuickBooks Tips & Tricks

Following are 7 of the tips and tricks enlisted for an enhanced QuickBooks experience.

1. Knowing The Basic QuickBooks Features

When you start using QuickBooks, the provision of QuickBooks Online Tutorials comes with it. This tutorial explains to the users about the basic functions of the software and the features that come with it. So, before you begin working on the application, do get a better understanding of it.

2. Building QuickBooks According To Your Needs

One of the best features of this technology is enabling the users to customize their QuickBooks application accordingly. So, instead of changing certain things from time to time, build the application yourself. You can personalize QuickBooks in correspondence to what your business needs.

[We are mentioning some points that are certainly going to help you.]

  • Layout Customization: Some people prefer the older versions of QuickBooks rather than the latest version. This is as they face problems while using the newer version. So, there is no need to get worried about it. You can get back to your older version of QuickBooks instead of the new version in just 2 steps:-
    • Click on View → Top Icon Bar.
    • Click on Edit → Preferences →Desktop View.
  • Icon Customization: In this, you have an option to include, expel, or alter the symbols as indicated by your needs. You can choose which links appear in your icon bar. So in this manner, you can choose the links which are your most loved. Or you utilize the most and accordingly support your effectiveness.

Case-1: Delete An Icon

  • View –> Customize Icon Bar.
  • Select the icon you want to remove.
  • And then, click on the Delete option.

Case-2: Add An Icon

  • View –> Customize Icon Bar.
  • Click on Add.
  • Select the desired icon from the list. 
  • After that, modify the label and description.

Case-3: Change An Icon

  • View –> Customize Icon Bar.
  • Select the icon you want to change.
  • Click on Edit to make your changes.

3. Printing Checks From QuickBooks

The users tend to waste a lot of their time and money on printing checks. So, print your checks in QuickBooks if you want to make your monthly reconciliation easier. This will boost your ability by minimizing irrelevant data entry. Also, this will keep your income updated and the monthly settlement will be much easier. To print checks on QuickBooks, you have to follow the given steps. 

  • Firstly, click on the Banking Tab.
  • Then you can see the write checks option in the banking tab.
  • Now print the checks.

Other Useful Resources:

PDF Repair Tool In QuickBooks: A Complete Guide

QuickBooks chip and magstripe card reader

Signing Up Or Canceling QuickBooks Direct Deposit

4. Quick Math Calculator

A Quick Math Calculator is a hidden calculator in QB. So, to use this feature, type the digits or the solutions you want. After that, press the relevant sign (+,-,*,/). Keep continuing to the next digits until you are done, and then press the = key to get the result.

5. The 1099 Vendors

The 1099 Vendors is another feature offered by QuickBooks. This feature helps you to defeat the time loss at the end of the year. Subsequently, this will aid you to deal with the contractors, sort the payments, and also print alignment for 1099 forms

6. Using ProAdvisor

The best tip for businesses beginning with QuickBooks is to take help from an Intuit Certified QuickBooks ProAdvisor. ProAdvisor is a segment of the QuickBooks Intuit Package and interfaces you with a nearby accountant (contingent upon where you live). This can help you to solve the problem you’re facing with the software. They guide you on issues like tax necessities, balancing costs, and business structure. 

7. Security

Security is the most important factor for anything that consists of sensitive information. So, everything should be secured, and for that, you can put a strong password or a passkey. By doing this, you can do your work and save your records patiently without any fear and headaches.

QuickBooks also helps you in online banking so a hacker can hack your account and get all the sensitive details that can make you suffer in the future. So, you should change your password after a couple of months.

For changing your password in QuickBooks, simply click on YOUR ACCOUNT TAB, and then CHANGE PASSWORD.

Final Note

QuickBooks is widely popular among businesses for accounting purposes. Therefore, users need to know these QuickBooks tips and tricks. This piece of information will not only simplify the whole process but will also bear effective results.

We hope this article will help you work with QuickBooks efficiently and securely. If you have any related queries, you can write to us. Our team of experts can help you learn QuickBooks fast and take care of your related issues also.

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