1. Personalize Desktop View
Under the Edit tab, scroll down to Preferences & choose Desktop View.
Make Navigation easier when you click Multiple Windows box.
Next scroll down to the Color Scheme, find the one
that fits your personality.
Sure, you're still working in QuickBooksTM but now you're snazzier.
Move down the list to General. There are lots of choices here but the number one time-saver is "Pressing Enter moves between fields".
We are all used to using the Enter key it's a no-brainer to activate in QB's.
3. Customize the Icon Bar.
QuickBooksTM sets up a general Icon Bar during installation so customizing it gives you the control for the way you work.
Add the Calculator, Delete Estimates, Edit the layout...move the content around anyway you want....you're in charge and that's a good thing.
As we get busier and busier, having up to date lists gets critical. Open the To Do List when you open QuickBooksTM for a glance at what's important today.
Add a reminder, mark as done, or print out the list to keep on your desk...that's smart.
To keep on top of everyday transactions use Reminders. You'll never lose track of Bills to Pay or Invoices to send, and more importantly, those that are overdue.
Just another way to work smarter.
+1 Bonus:
IntuitTM adds extra value every year to help entrepreneurs use QuickBooks to grow their businesses. Now you can create newsletters, invitations or special notifications using your customer contact list in QuickBooksTM.
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