Managing a small business involves juggling a million tasks. Don’t let bookkeeping slow you down! QuickBooks Online is packed with clever tricks, shortcuts, and automations that will keep your finances tidy and accurate. Add in a Toronto bookkeeper and you’ve got everything you need for stress-free financials.
- Quick Create Menu Shortcuts
- Memorized Custom Reports
- Upload Documents to Transactions
- Smart Transaction Matching
- Payment Links for Clients
- Batch Editing
- Customize Fields on Forms
- Keyboard Shortcuts
1) Quick Create Menu Shortcuts
Quick Create is your helpful QuickBooks Online friend. Don’t be shy when it comes to using the “+New” button! It unlocks a mini command center, allowing you to jump straight to key areas without navigating menus. Use it to cut down on clicks as you work your way through invoices, bills, and expenses.
2) Memorized Custom Reports
Why waste time recreating the same reports, week after week? QuickBooks Online allows you to customize a report once and save it for later. Better yet, you can schedule it to run automatically and land in your inbox, giving you the latest insights without lifting a finger.
3) Upload Documents to Transactions
QuickBooks Online makes it super simple to attach documents directly to a given transaction. This tool is a favorite of our Toronto bookkeeper team; we use it to instantly access relevant details should a query arise.
4) Smart Transaction Matching
Reconciliation can feel like a puzzle. Luckily, it’s one that QuickBooks Online loves to solve. The smart matching feature automatically pairs your bank transactions with QuickBooks entries, saving you valuable time and reducing the chance of costly mistakes.
5) Payment Links for Clients
User-friendly payment links for clients speed up your cash flow. Instead of creating a complete invoice, you can generate and send a payment link via email, text, or even WhatsApp. When clients click the links and pay instantly, these transactions will automatically appear in your books.
6) Batch Editing
Say goodbye to repetitive clicking. If you need to update multiple entries at once, QuickBooks Online lets you edit transactions in batches. This time-saving editing function is perfect for standardizing entries or correcting troublesome errors.
7) Customize Fields on Forms
Why limit yourself to the usual templates for invoices, sales forms, and estimates? If you need to track extra info in your records, a few mouse clicks are all it takes to add custom fields.
8) Keyboard Shortcuts
Along with the Quick Create menu, keyboard shortcuts empower you to zip around QuickBooks Online. Here are some of our favorites:
- Ctrl + Alt + I – create a new invoice
- Ctrl + Alt + X – create a new expense
- Ctrl + Alt + E – open the Estimates page
- Ctrl + Alt + R – create a new Receive Payment transaction
- Ctrl + Alt + C – open your customer list
- Ctrl + Alt + L – open the Lists menu
At AIS Solutions, we believe that the right bookkeeping tech makes life easier. Mastering a few of these QuickBooks Online tricks can save you time, lower your stress, and keep your business running smoothly. Have fun clicking around and making this software work for you!
Welcome to AIS Solutions. We’re a Canadian bookkeeping and cloud accounting firm with expertise in virtual bookkeeping, bookkeeping for ecommerce, SaaS companies, landscapers, and contractors.
We help business owners make good financial decisions by providing accurate real-time numbers.
We also specialize in QuickBooks training and helping Toronto businesses convert their accounting to QuickBooks Online..
- If you enjoyed this article, you might also like ‘10 QuickBooks Online Bookkeeping Features Toronto Entrepreneurs Love’.
- If you’re a business owner interested in learning more about our bookkeeping services, we’d love to chat with you. Head over here to arrange a time for us to meet.
- If you’re interested in QuickBooks training, head over here.
- If you need help converting your current accounting system to QuickBooks Online learn more here.
