thinkQuickBooks

helping right brain professionals navigate the left brain world of accounting

Archive for the month “May, 2012”

Get creative with a splash of QuickBooks account color!

Do you have more than one bank or credit card account? Have you ever entered a transaction in one of those accounts just to realize you posted it to the wrong account? Here’s one way to reduce the chances of that happening. Change the account color to distinguish your accounts! Here’s how to do it:

From the chart of accounts, double click on the register you want to change. Then select EDIT > CHANGE ACCOUNT COLOR…

You can select a color or customize your own. I find the basic colors to be too dark, so click on DEFINE CUSTOM COLORS. Then pick a color “chiclet” that you like, and drag the arrow upwards to lighten the color. If it’s a color you want to use more than once, add it to the pack by selecting ADD TO CUSTOM COLORS. Click okay, and the color of the register will change!

What’s great is that you can change colors for essentially all of your balance sheet accounts. It’s a great feature that’s fun to play around with.

Interesting for Canadian users…CHANGE ACCOUNT COLOUR uses the British spelling, but when you open the preference box, it appears all five times spelled COLOR. Hmmm…oversight or programming necessity?

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QuickBooks keyboard shortcuts you didn’t know about!

I love having ways to stay on the keyboard so I’m not continually going back and forth to the mouse. Which saves time! So instead of clicking on the little calendar icon, try out some of these keyboard shortcuts when you’re entering dates.

t  ~ Today
y ~ beginning of the calendar Year
r ~ the end of the calendar yeaR
m ~ beginning of the Month
h ~ the end of the montH
w ~ beginning of the Week
k ~ end of the weeK
+ ~ increase date by one day
  ~ decrease date by one day

Park your mouse in the date field, and play around a bit. For example, if you keep tapping “h” you’ll advance the month. Repeatedly tapping “y” reverses the year. And so on.

One more thing when manually entering dates that’s awesome. QuickBooks isn’t fussy about the slash or a whole bunch of extra digits. Let’s say you’re entering July 7, 2012, or 07/07/2012. You can enter 7.7 or 7/7 or even 7-7. QuickBooks knows it’s the current year. You don’t need to write out the whole date, and you don’t need the zeros. So save yourself some keystrokes!

Stay tuned…more keyboard shortcuts to come in upcoming blogs. And as always, your questions and comments are welcome!

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