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Tip #1 Changing dates
To change the date press T for today, H for Month, R for Year, use the +, -, to increase or decrease the day in the date field.
Tip #2 Pop-up Calculator
A calculator will pop up when you are on an amount cell by hitting a calculator function key (-+/*) hitting enter puts the result in that field.
Tip #3 Reports – compare this year to last year
Run a report, hit the "Modify Report" button, choose "Previous Year" box and OK.
Tip #4 Have too many windows open?
Close them all at once by clicking the Window drop down menu, Close All and QuickBooks will instantly close all open windows (and ask you to save any transactions in process).
Tip #5 Track income by referral source
Set Up Customer Type
- Add new customer - or Edit existing customer
- Choose "Additional Info" tab
- Choose "Type"
- Select a preset type, or
- Enter a new one like "BNI", then "Quick Add"
- Choose "OK"
Run Report
From the menu at the very top of the screen...
- Choose "Lists"
- Choose "Customer & Vendor Profile Lists"
- Choose "Customer Type List"
- Highlight the type you're looking for
At the bottom of the screen...
- Choose "Reports", then "Quick Report"
- Report will show Fiscal Year to Date, change dates at the top, then "refresh"
- If you use QuickBooks to track job costing, the above report gives you sales minus expenses. To avoid this, choose "Modify", then check "sales price" on the drop down list. "OK", then "refresh"
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