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QuickBooks Desktop Shortcuts and Efficiency Tips and Tricks for Accountants

QUICKBOOKS DESKTOP SHORTCUTS AND EFFICIENCY TIPS AND TRICKS FOR ACCOUNTANTS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 30, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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, FL, for his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in several accounting & financial departments of past fortune 500 companies: Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training, and 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, FL training center almost every weekend. Hector is married with three children, lives in Weston, FL. Hector is fluent in Spanish and English.

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