Ask the Accountant…
Question: There are lots on ins and outs in software, and the percentage that any user knows about is likely very small. I was working with a distributor, and he pointed out a shortcut with which I was not familiar. I have shared it below.
Answer: In QuickBooks Desktop (Pro, Premier, or Enterprise), you can highlight any field on a form such as sales order, purchase order, and invoice. When you highlight a field such as “Customer,” “Vendor,” or “Item” and click “Ctrl L,” QB will take you directly to that entry in the list. For instance, if you highlight an Item in a Purchase Order, and click “Ctrl-L,” you will be taken to that item in the Item list. It’s a quick way to maneuver. Many thanks to Benjamin Neuman of Think Click Media LLC!
Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor of 23 years. She advises ad specialty distributors about using QuickBooks Premier & Enterprise, and SAGE Online to save time, eliminate errors, and correctly account for your business. Her specialty is converting distributors from ProfitMaker, SmartBooks, OrderMaster, AIA, and other accounting systems.
[email protected] www.AccountingSupportLLC.com
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