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Tips, Insights, & Techniques for QuickBooks (2000/Level1)

This video from BuildYourNumbers.com provides a virtual ‘basket-full’ of insider tips for QuickBooks users!  These basic through advanced insights will make you a smarter and faster QuickBooks user in no time!

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Preview of the “Smarter, Better, Faster in QuickBooks” Video

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Tips, Hints, Insights, and Techniques for QuickBooks (2000/Level1)

Approximately 111 minutes:

Highlights From the Video

  1. Faster company startups
  2. Open a second company file
  3. Monitoring file sizes
  4. ‘Protecting’ accounting time
  5. Home screen navigation
  6. Menu navigation
  7. Icon bar assistance
  8. Pop-ups – how they can help or hinder
  9. Exploring
  10. Modifying the size of your QuickBooks fonts on your screen
  11. Using the Open Windows List
  12. One vs Multiple windows?
  13. Window layouts
  14. Customer & Vendor transactions and history panes
  15. Column widths in transactions
  16. Customizing columns in Lists
  17. Sorting columns
  18. Using color in QuickBooks to avoid errors
  19. Dropdowns and auto-matching
  20. ‘Clipped text’ dropdowns
  21. Using unique names
  22. The auto-recall feature
  23. Printing screens
  24. View of Lists vs. Sorting Lists
  25. The problem with your mouse
  26. Keyboard shortcuts
  27. Moving through registers, lists, and reports as quickly as possible
  28. Quickly finding elements in lists
  29. Faster ways to enter transactions
  30. Finding transactions – now
  31. Simple vs. Advanced ‘Find’ feature
  32. Appendix:  Comprehensive QuickBooks Shortcut Lists (2)
  33. Appendix:  Comprehensive Windows Shortcut List

Tips, Hints, Insights, and Techniques for QuickBooks (2000/Level1)

Diane Gilson: Hi, this is Diane Gilson. Welcome to today’s session on ‘Smarter, Better, Faster in QuickBooks’.

We all want to be smarter, better, and faster but especially, if you’re in this course, it’s in QuickBooks that you’re looking to add those qualities to what you are doing on a day-to-day basis. And we have today a bushel-basket-full of tips, hints, insights, and techniques, so we’re going to just bombard you with a whole lot of things that you can do to make your life in QuickBooks smarter, better, and faster!

So, our theme today is ‘Sharing in the harvest’.  Of course ‘the harvest’ is all the many years that I have spent working in QuickBooks and finding faster, better ways to get around.  Of course, I haven’t done all that on my own.  I’ve learned it from everyone: all sorts of conferences, other pro-advisers, online access, and working with my clients, so I’m going to try to share a lot of these things with you.

  • So some of the tricks of the trade:  We are going to start out, briefly, talking about your files and your focus.  Those are just some general oversights before we jump into a lot of the more detailed pieces.
  • We’re going to talk about navigating with ease.
  • What you see, some of the different ways you can view information.
  • And faster, easier data entry.

So let’s jump into the hand-outs, that’s a good place to start.  And let’s start with the file and focus. So first of all, one of the things that you can do in QuickBooks now – effective in 2011 versions and above – is there’s a preference to keep your QuickBooks running in the background for faster start-ups. So in order to get that to work, you’re going to go into your QuickBooks file, and into your preferences (Edit/Preferences), and you’re going to go to the general tab right here, and click on ‘keep QuickBooks running for quick start-ups’.  That would be right here.  You just click that on, and then say ‘OK’, and that’s going to keep that running in the background. Now you want to remember that this is going to be running RAM in the background. If you’ve got memory issues… this might not be the thing to do if you’ve got RAM memory issues on your computer.  But if you don’t, this is a really great way to make it so that, as you’re in and out of your QuickBooks files throughout the day, if you close it and then come back and open it, it will really reduce the start-up time.

So the next thing is, there’s the option to open a second company file. Now, this is limited. It’s only available in the QuickBooks Accountant’s Edition or in Enterprise.   So if you’re in Enterprise you’ll see up here, at the very top where it says “open a second company,” and if we wanted to do that it would actually pull up another QuickBooks session and you could open up a second company at the same time. So this is really great if you want to copy and paste things between different companies or you need to look at two different files at the same time to see what’s going on – so that was a real nice advancement.

Now we’ve had a lot of classes prior to this and we’re going to be having more classes after this.  So some of the things we’re going to cover today may be things that you already know – but hopefully, you’re going to get ideas for a lot of other new things – so there may be a little bit of repeat as we go through.  But at least we’ve got all of these ideas gathered in one place, so if you find that there’s one thing that you already know, great, just move on to the next thing and hopefully, you’ll come up with at least a dozen or more great ideas to help you get around in the system more quickly.

So the next thing we want to talk about is keeping an eye on your [QuickBooks] file size because larger files do take longer to run, and files that are bigger than 60 megabytes in [QuickBooks] Pro and Premier will ultimately begin to slow down as you start running reports. Now if it doesn’t do that for you, that’s absolutely wonderful, but don’t be surprised if you see that happening.  So I’m going to just go up right now and I’m going to check.  We’re going to look at our file size.  Here you’ll see it’s 39,308 which means you’re about 39 megabytes (this is our sample file).  It’s not approaching that 60-70 megabyte area, so we shouldn’t have any problems with speed in this particular file. But, if you start getting really large files, things are going to slow down a bit on you.

Let’s see, if you can, you want to work in single-user mode. And of course, I’m sure you all know how to flip over into single-user mode.  So if you’re working alone in the file, no point in leaving it in multi-user mode.  Things will work a little faster.  If your file starts getting too large…