Check Out Business Owners’ Top QuickBooks Tips, Tricks, and Integrations

QuickBooks Online is one of the most popular accounting software tools for business owners in every industry and from every corner of the world. Since QuickBooks is so comprehensive, it’s hard for first-time users to know where to start—so we asked seasoned business owners and QuickBooks users for their best piece of QuickBooks advice.

“We have a lot of entries saved in our Item List. This can make looking for something specific very tedious, especially if you’re unsure of what its exact name is. When creating a transaction, you can hit CTRL+L to quickly search through your list using keywords instead of a specific name. Once you find the item you’re looking for, select it and hit CTRL+U to automatically add it to the current transaction. You can keep doing this until you have all the items you need, saving you plenty of time.”

-Jake Smith, owner and managing director at Absolute Reg LTD

“QuickBooks’ software is incredibly easy to use and I highly recommend it for small business owners who need a foolproof bookkeeping solution. The first time-saving secret Quickbooks wants you to use is their PDF organizer and converter. The software makes it easy to upload and keep up to date with all your important financial data. Next, take advantage of their email automation software. No matter your schedule, you can send reports from your Quickbooks account to any number of recipients any time of the day. Lastly, I have saved hours just by learning Quickbooks’ keyboard shortcuts—the easiest one being Ctrl + Alt + S = Save.”

-Bill Mann, privacy expert at Restore Privacy

“One of my most-used Quickbooks shortcuts is Ctrl+Q to open the quick view summary for each transaction. If I want to dive a little deeper into a particular transaction, using this shortcut allows me to see details at a glance instead of having to switch tabs and interrupt the flow of what I'm doing.”

-Carter Seuthe, CEO at Credit Summit Student Loan Refinancing

“Do you record depreciation or amortization expenses each month in amounts that rarely differ? If so, you can leverage recurring transactions in QuickBooks and set a pre-determined cadence that these
journal entries will automatically post. Or, if you are invoicing several customers for similar or even identical items, you can set up an unscheduled recurring transaction, which will allow you to use the same invoice template when creating an invoice for each customer.

Recurring transactions are just one time-saving customization that QuickBooks has to offer. If you generate a financial package for your business and don’t love the basic reports that QuickBooks offers, you can save copies of your customizations. Doing so will allow you to easily access these customized reports every month, allowing you to run the report you need quickly.”

-Stephanie Ng, owner at I Pass the CPA Exam

QuickBooks is an incredibly user-friendly software pick—but like all bookkeeping software, it requires you to have a basic knowledge of accounting. Learn more about how to set up accounting for your business with our guides below.