Tips To Improve Your Quickbooks Experience
Quickbooks is the world’s most popular business accounting software, and for good reason: it’s versatile, inexpensive, easy to use, and it comes with TONS of helpful features to make accounting a breeze. Whether your business is small, medium or large, Quickbooks can handle your accounting needs. There are several different versions of the software, some of which are designed for small businesses while others are designed for larger ones. Here we’re going to take a look at some simple tips to improve your Quickbooks experience.
Tip #1 – Increase Font Size
One of the most common questions Quickbooks users have is how to increase the font size. Depending on your current setup, you may find it difficult to read the small text and numbers in your Quickbooks account. Unfortunately, you can search in every setting available without locating the font size adjustment. This is especially frustrating when you are trying to perform business accounting work and are unable to read the text on your account. So, how do can you increase the font size so it’s easier to read? Instead of looking in your Quickbooks account, you actually need to adjust your operating system settings. Assuming you are using Windows 7 or 8, right click on the desktop and choose personalize. From here, choose display and adjust the text size from small to large.
Tip #2 – Use Shortcuts
Familiarizing yourself with the various shortcuts will make your accounting work ten times easier in Quickbooks. All of the shortcuts work in conjunction with the CTRL key. For instance, CTRL-I automatically creates an invoice; CTRL-F is a transaction finder. If you haven’t done so already, memorize and learn all of the shortcuts available in Quickbooks.
Tip #3 – Cloud Backups
Losing all of your Quickbooks data due to a hard drive crash or system failure could spell disaster for a business. Thankfully, Quickbooks users can back their data up on cloud servers to prevent this from happening. Instead of simply backing your data up on a disk or CD, you should take advantage of the cloud feature. Setting it up is quick and easy thanks to the company’s built-in Wizard program. Just follow the given instructions and it will walk you through backing up your account on the cloud. The 10 minutes or so it takes to complete the cloud setup could save you countless hours of work in the event of a system crash.