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Some suggestions for little known and often
asked questions on how to use some of the QuickBooks®
features
Backspace
Pressing the Tab key moves your cursor from one field to the
next. What do you do if you want to move the cursor back one
or two fields without taking your hands off the keyboard?
Press the Shift key and the Tab key together to move the cursor
back to the previous fields.
Find
How can I find a particular invoice number without scrolling
backwards through all the invoices?
On the menu bar at the top of your screen is the Edit
button. In the drop down menu you will find a button called
Find. In newer versions of QuickBooks®, you have an
option called Advanced Find. Choose that button and then
choose "Number" on the left menu of that screen.
Then type in the number of the invoice you wish to find.
(You can use the Find feature to find almost anything.)
Invoice Notes
How do I write a note on an invoice without using an item
from the drop down menu?
Put your cursor anywhere in the Description area of the
invoice and type whatever you need to note on that invoice.
It will not affect anything else on the invoice.
Reminders
How can I tell when my quarterly business liability insurance
payment is due, or any other consistent payments, without
constantly referencing our "Bills" file?
Many clients want to know in advance (at least 10 days)
when a large payment is due. One way to let QuickBooks®
remind you is by memorizing the bill. After entering the
bill, go to the menu bar at the top of the screen and
press Edit. In the drop down menu press Memorize Bill.
Another screen will pop up asking how often you want to
be reminded (weekly, monthly, quarterly, etc.) and the
next date you want to be reminded.
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