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Quickbooks Training Tips For Better Learning

By Elsa English


When it comes to automating the processes in businesses, then having QuickBooks is definitely of great help to you. This is what you will have to use to automate your accounting processes and other processes that are crucial to the business. Since it is essential to your business, you better get the right personnel involved with QuickBooks training.

If you are about to be trained in the use of the said software, then you better take into consideration some points that will make life easier for you. It should not be a difficult task for you to get trained at this when you know of these points. Here are those points that you better take into account when it comes to this software program.

First, it is a must for you to know what the shortcuts are for the key board. This is a Windows-based application so you can definitely use numerous shortcuts. You simply have to learn them. Some of the shortcuts are similar with the shortcuts for other applications. There are others you need to learn for the first time though.

The icon bar is another part of the software program that you have to pay close attention to. You better aim to personalize the program's icon bar. When you do that, you can actually navigate your way easier around the said software app. You get quick access for entering transactions, opening files, and accessing reports.

Exporting files should be an excellent idea too. Even though you have the power to customize your reports for this software application, you cannot achieve the same level of flexibility as other programs these days. If you want to access the flexibility offered by other programs for your reports, then you better export your files.

When you already have data in the said software program, always make sure that you have back up for it. Your business data is a very important part of your business. If you do not back up your data, you will end up with losses in case the data is lost permanently from your software program. You have to get the back up plan that is suitable for your business.

Consider customizing your chart of accounts. During the initial set up with the set up wizard, you will be generated a chart of accounts based on what type of business you actually enter. It will include the charts for accounts like liabilities, assets, revenues, and expenses. Instead of getting it generated automatically, you better customize it to suit your business.

If you want quick access, then you should consider right clicking. This is because the right click function of your mouse allows you to get quick access to a variety of menus. Any point in the said software program, when right clicked, will actually allow you to gain quick access to whatever it is that you are trying to go to.

Calculations are possible in this software application. If this is the case, then better make use of the QuickMatch Calculator in the fields. It is better for you to use this so that you can avoid having to manually do the calculations. Just be sure that these functions are right to avoid miscalculations.




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