Monday 30 June 2014

Quickbooks Training Tips To Make Business Reporting Easier

By Elsa English


It is important for a business to have automated systems. This is because it will make the processes easier to follow through and faster to complete if the business has automated systems. Moreover, it will cut down on the costs you need to pay when you actually get an automated system. When you opt for an automated system, then you better get QuickBooks training.

This kind of training is meant to teach personnel how to use the software application named QuickBooks. If you are planning to get trained in this kind of software application, then you better know some tips that will permit you to learn about it faster. Here are some of those tips that you actually want to take note of.

First, you better learn how to use the shortcuts for the keyboard. Just like any Windows-based applications, you can definitely use keyboard shortcuts with this software application. Some of the keyboard shortcuts might be familiar to you but there are others that you need to thoroughly learn about to have an easier time with the application.

You should also pay attention to your icon bar. It is highly recommended for a person to find ways on how you can personalize the icon bar. This is so that you can proceed into doing various tasks without having to navigate your way around. You can easily access tasks such as opening files, entering transactions, and even accessing reports by customizing the icon bar.

Exporting files should be an excellent idea too. Even though you have the power to customize your reports for this software application, you cannot achieve the same level of flexibility as other programs these days. If you want to access the flexibility offered by other programs for your reports, then you better export your files.

During the course of your use of the said software application, you will definitely end up earning a bunch of important data. These data should have a proper back up plan. The back up plan is for the case when the software application crashes and the data is lost. You can retrieve the data with the back up plan you have.

You will have a chart of accounts you can use for your program. Usually, you will be creating this automatically, as determined during your initial set up with your setup wizard. However, it is better for you to customize them. This is so that you can properly reflect your accounts on expenses, revenues, assets, and liabilities in a chart.

In the case when you want quick access to various tasks around the software application, then right clicking is the answer. If you just right click at any point in the said software application, you will end up gaining quick access to a variety of menus. You can make your use of the said software application easier.

If you have some calculations, you better use the QuickMath Calculator inside the fields. This should allow you to enter values without having to manually calculate it. Of course, make sure that the functions you enter there are actually correct to avoid miscalculations.




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