Tuesday, July 1, 2014

Quickbooks Training Advice To Use The Program Better

By Elsa English


You should consider getting an automated system for use in your business. This is so that the business processes you need to go through will become automated as well. Your business processes will become faster if you go ahead with using automated systems. If this is the case, then you better go through proper QuickBooks training to get an easier time with your business reporting.

The said training is a suitable activity for the personnel in your business who are actually using QuickBooks. It is possible for you to learn how to use this software program easier if you get trained. You can take advantage of this tips then. Here are the best tips that will allow you to learn how to use this software program easier.

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.

It will definitely help you a lot if you can personalize your icon bar. By doing that, you can definitely perform a variety of tasks with ease. It will allow you to have a quick access to tasks like opening files, accessing reports, and entering transactions. You just have to change a few default icons in the icon bar for this.

Another thing you need to do is to export files into excel. You can actually customize the reports in this software program. However, the flexibility that excel offers to the users is not inherent in this software application. You better learn how to export the files so that you will have an easier time with it in the future.

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.

For the program, you better pay close attention to your chart of accounts. Normally, the chart of accounts are composed of expenses, assets, liabilities, and revenues. The program will be generating this automatically. However, it is better for you to customize the said chart of accounts according to the needs of your business.

Quick access is possible with this option. You just have to do a right click at any point of your program. With that, you will be able to access various menus. With just that, you can definitely get quick access to various menus. It will be easier for you to go ahead with your reporting if you know how to take advantage of the quick access.

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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