General tips for daily use
QuickBooks Online offers various features that can help simplify bookkeeping, and some of these are hidden. Let's take a look at a few quick tips that can be used daily when using QuickBooks:
- Merging accounts
- Date shortcuts
- The calculator function
- The advanced search
- Duplicating the tab of your browser
- Other shortcuts
Merging accounts
Occasionally, two different list names may be created and both contain records. However, where two currently exist, there should only be one. Where the list name is used, this refers to any of the following:
- Customers
- Suppliers
- Chart of account categories
- Products/services
- Classes and locations
Let's say that, within our supplier list, two suppliers have been created with slightly different names, the first being Intuit and the other being Intuit QuickBooks.
This sort of duplication is common and can lead to entries being made against both suppliers...