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QuickBooks Desktop Shortcuts and Efficiency Tips and Tricks for Accountants
Computer Software and Applications

QUICKBOOKS DESKTOP SHORTCUTS AND EFFICIENCY TIPS AND TRICKS FOR ACCOUNTANTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 19, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Bookkeeper
Course Description

In this session, you will learn the most important keyboard shortcuts for QuickBooks such as dating shortcuts, inline calculators, navigating through fields within a transaction (TAB/ SHIFT+TAB). You will understand the process of importing vendors/payees from an Excel file into QuickBooks to speed up the data entry process especially when downloading transactions via bank feeds. You will also learn how to quickly enter data via a bank register through a combination of keyboard shortcuts.  Finally, you will learn the Windows menu-based shortcuts that help you navigate the software as a whole.

Learning Objectives:


  • Identify time-saving QuickBooks keyboard shortcuts

  • Recognize a simple process for data entry in QuickBooks

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.

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