This post is part of an ongoing series we will be running in the upcoming weeks and months on tips and tricks to make it easier for small business owners to understand and use QuickBooks as efficiently as possible.
Need to see a report quickly? Memorize it in QuickBooks for one click convenience. Choose the Memorize button on the top of your report, name it, then save it. Or, if you prefer Keyboard Shortcuts, Ctrl+M in most screens will prompt the Memorize Transaction option.
Have more questions about using QuickBooks? Want to get hands-on training to and really start to learn your way around it? Take a look at our QuickBooks training program and see if we can help you!