Every second counts – especially when working in QuickBooks.

For users of QuickBooks Online, mastering keyboard shortcuts can significantly boost efficiency, saving time and streamlining your workflow. Here are a listof keyboard shortcuts that will help you navigate QuickBooks Online like a pro.

  1. General Navigation:
    • Ctrl + Alt + ?: Display keyboard shortcuts.
    • Ctrl + Alt + B: Open the create a new transaction window.
    • Ctrl + Alt + I: Create a new invoice.
    • Ctrl + Alt + E: Create a new estimate.
  2. Editing Transactions:
    • Ctrl + E: Edit a transaction selected in the register.
    • Ctrl + D: Delete a transaction selected in the register.
  3. Global Shortcuts:
    • Ctrl + Alt + C: Open the customer center.
    • Ctrl + Alt + V: Open the vendor center.
    • Ctrl + Alt + A: Open the chart of accounts.
  4. Date Shortcuts:
    • T: Today.
    • W: This week.
    • M: This month.
    • H: This fiscal half-year.
    • Y: This fiscal year.
  5. Navigation in Lists:
    • Ctrl + Alt + L: Open the list that is currently displayed on the register (e.g., Chart of Accounts, Customer List).
  6. Reports and Graphs:
    • Ctrl + Alt + P: Print the current page or transaction.
    • Ctrl + Alt + R: Memorize a report.
    • Ctrl + Alt + S: Save a report.
    • Ctrl + Alt + M: Email a report.
  7. Search and Find:
    • Ctrl + F: Open the find window.
    • Ctrl + G: Go to transaction.
    • Ctrl + H: Replace.
    • Ctrl + Y: Open a transaction to see details.
  8. Miscellaneous Shortcuts:
    • Ctrl + Alt + Y: Access the YTD (Year-to-Date) totals on the report.
    • Ctrl + Alt + K: Access your account page.
    • Ctrl + Alt + N: Access your notifications.
    • Ctrl + Alt + Q: Quick create (create new transactions quickly).

Remember, mastering these shortcuts may take some time, but the investment will pay off in increased productivity and a more streamlined experience with QuickBooks Online.

Chart of Accounts for Real Estate Agents

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