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Dec
29

QuickBooks Keyboard Shortcuts

QuickBooks Keyboard Shortcuts

QuickBooks Keyboard Shortcuts

CTRL + A – Displays the Chart of Accounts window
CTRL + C – Copies your selected text
CTRL + D – Deletes your current list item or transaction. Please note, this CANNOT be reversed, so think long and hard before using this shortcut.
CTRL + E – Edit an item in a register or on an items list
CTRL + F – Brings up the Find feature
F3 – Opens the Search feature (can be used in place of the Find feature mentioned above. This shortcut works with QuickBooks 2011 and later versions)
CTRL + G – If you’re looking at a funds transfer in the register, this will open the register for the other side of the funds transfer.
CTRL + H – Opens the transaction History. Very useful if you’re looking at an invoice and want to see the customer’s payment history for this invoice.
CTRL + I – Opens the Create Invoice window
CTRL + J – Opens the Customer Center
CTRL + L – Opens a list. This works well if you’re entering a transaction and your cursor is in a field with a drop down list.
CTRL + U – Selects an item from the the drop down list your just opened using CTRL + L and adds this list item to your transaction.
CTRL + M – Opens the Memorized Transactions window
CTRL + N – Creates a new transaction or list item
CTRL + P – Print
CTRL + Q – Opens the Quick Report for the selected transaction
CTRL + R – Displays the Register window
CTRL + T – Displays the Memorized Transaction List, so you can create a new transaction from the memorized transactions
CTRL + V – Pastes copied text
CTRL + X – Cuts your highlighted text and stores it on your clipboard to paste elsewhere
CTRL + Z – Undo – usually undoes your last action
CTRL + Delete – Deletes the selected line in a transaction
CTRL + Enter – Saves your current transaction. FYI – this selects the “best” save option from the buttons at the bottom of your screen – “Save & Close”, “Save & New”, “Clear”, Etc. Pressing “Enter” without the CTRL will cause QuickBooks to select the botton that is highlighted, and not necessarily the “best” save option.
CTRL + Insert – Inserts a line into a transaction
ESC – Closes current window
F1 – Opens the Help Window

QuickBooks Amount Field Keyboard Shortcuts

If the cursor is in an amount field, you can use these shortcuts to make calculations in QuickBooks
+ – Adds numbers together
- – Subtracts numbers from each other
* – Multiplies numbers together
/ – Divides the numbers

QuickBooks Date Field Keyboard Shortcuts

If the cursor is in a date field, you can use these shortcuts to change the transaction date in QuickBooks
+ – Adds one day to the date shown
- – Subracts one day from the date shown
T – Replaces the date shown with Today’s date
Y – Changes the date to the first day in the Year
R – Changes the date to the last day of the yeaR
M – Changes the date to the first day in the Month
H – Changes the date to the last day in the montH
W – Changes the date to the first day in the Week
K – Changes the date to the last day in the weeK
[ – Changes the date to the same day in the previous week
] – Changes the date to the same day in the upcoming week
; – Changes the date to the same date, but for last month
– (apostrophe) Changes the date to the same date, but for next month
Alt + Down Arrow – Opens the calendar so you can easily select the date

Starting QuickBooks Keyboard Shortcuts

CTRL – Starts QuickBooks without opening a company file.
ALT – Starts QuickBooks without opening the windows you previously left open last time you shut down QuickBooks.
ALT + F4 – Closes QuickBooks

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Michelle Edwards, CPA - QuickBooks Consultant Written by Michelle Edwards, CPA
Certified QuickBooks ProAdvisor

Michelle Edwards, CPA is the owner of Trailhead Accounting Solutions CPA, LLC, an Erie, CO based CPA firm focused on providing small and mid-sized businesses with day-to-day accounting, bookkeeping, and Virtual CFO solutions. Michelle is a CFO turned consultant who loves working with small businesses and entrepreneurs. When she’s not crunching numbers, she can be found hiking, remote camping, gardening, home brewing, quilting, and hanging out with her family.


4 comments

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  1. DeeDee says:

    Thank you for this information, it is very helpful. Question for you, is there a way (within the body of text of an invoice and or proposal) to high light or bold specific words? I cannot figure out how to do this and it would be very helpful. Thank you, in advance, for your help.

    1. Michelle Edwards, CPA says:

      Hi DeeDee,

      Thanks for the kind words. Unfortunately, QuickBooks does not offer the function to bold individual invoice lines or specific words. It would be a great tool, I personally would use it all the time.

      I read somewhere that you can export the invoice to Word and reformat there. However, it adds another step to the process.

  2. Daniel Coleson says:

    Is there a keyboard shortcut for Re-Calculating on a bill?

    1. Michelle Edwards, CPA says:

      Hi Daniel,

      Sorry, I don’t know of a QuickBooks short cut that would do that. I love the idea, it would be very helpful!

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