QuickBooks Online For Dummies UK Edition Cheat Sheet

QuickBooks 2024 All-in-One For Dummies

You can make the most of your work in QuickBooks Online (QBO) and QuickBooks Online Accountant (QBOL) using handy and time-savings shortcuts and tool buttons. Using QBO keyboard shortcuts means that you can seamlessly access various windows and pages without touching a mouse. The various icons at the top of the QBO page help you quickly search for items, create new items, or display transactions.

17 keyboard shortcuts for QuickBooks Online and QuickBooks Online Accountant

Keyboard shortcuts can help you save time. By using keyboard shortcuts, you can keep your hands on the keyboard when you enter information in QBO or QBOA. Mac users, substitute Option for Alt in the following tables.

To	Press
Open the Check window	Ctrl+Alt+W
Open the Expense window	Ctrl+Alt+X
Open the Estimate window	Ctrl+Alt+E
Open the Invoice Transaction window	Ctrl+Alt+I
Open the Receive Payment window	Ctrl+Alt+R
Display Help	Ctrl+Alt+H
Display the Lists page	Ctrl+Alt+L
Display the Customers page	Ctrl+Alt+C
Display the Suppliers page	Ctrl+Alt+V
Display the Chart of Accounts page	Ctrl+Alt+A
Display the Search Transactions page	Ctrl+Alt+F
Display keyboard shortcuts	Ctrl+Alt+/

Use these keyboard shortcuts while working in a transaction window:

To	Press
Save the transaction and starts a new one	Ctrl+Alt+S
Save the transaction and close the transaction window	Ctrl+Alt+D
Save and send the transaction	Ctrl+Alt+M
Print the transaction	Ctrl+Alt+P
Close the transaction window; if you’ve made changes, a message asks you to confirm that you want to close the window without saving your changes	Ctrl+Alt+X or Ctrl+Alt+C

3 handy tool buttons in QuickBooks Online

In QuickBooks Online (QBO), at the top of the window, tools are available to help you find your way. You can view recent transactions or search for transactions, create transactions, or perform other actions not related to transactions. Be aware that, if you’re working in QBOA and you open a QBO company, the tools vary somewhat. The tools on this cheat sheet are for a client working in a QBO company.

Click the plus sign (+), which then changes to an X, to open the Create menu and select a transaction to create.

Click the magnifying glass to view a list of recent transactions and to search for transactions. To open a recent transaction, click it to open it in its transaction window. Type any identifying information or click Advanced Search to specify more detailed search criteria.

Click the Gear button to display the Gear menu, which helps you perform a variety of tasks in QBO other than entering transactions.

About This Article

About the book author:

Elaine Marmel is president of Marmel Enterprises,LLC, an organization that specializes in technical writing and software training. Elaine has an MBA from Cornell University and has worked on projects to build financial management systems for New York City and Washington, D.C. This prior experience provided the foundation for Marcel Enterprises, LLC, to help small businesses implement computerized accounting systems.