Beginner Tips for QuickBooks

An Asian Accountant Making a Marketing Proposal w/ Numbers Pulled from QuickBooks

Nowadays lots of small businesses resort to QuickBooks as their source for managing bookkeeping and finances. QuickBooks is the go to software for your accounting needs, no matter how big your business is. In fact, it can help those are solo freelancers to big corporations who need a little more organization. QuickBooks isn’t the easiest software to use though, so in order for you to become a master of its works, here are 5 tips that are sure to help you get through QuickBooks without breaking a sweat.

Follow Up on QuickBooks Training


If you are offered QuickBooks training, take it on! Here at Lucia CPA, we offer educational classes on the software that will help you master the program. Training allows you to play around with the features of the software without messing up any of your numbers. Knowing the software’s ins and outs will boost your confidence and knowledge as a user.

Back Up Your Data


Technology may be an instrument towards our success nowadays, but it can also be our demise. When it comes to your QuickBooks data, you should be sure to back all of it on a private cloud so you can be sure you have all your data in case of an accident that would cause permanent data loss. You spend a lot of time gathering that data, don’t lose it in an instant for simply not taking the time to make a backup.

Customize Your Interface


Take full control of what QuickBooks gives you by making it your own. You can restrict access to your QuickBooks so that you control what others see if they have the privilege to view the account. Besides that, you can make use of the Icon Bar. The Icon bar makes accessing what you use the most quick and easy, while also getting rid of the tools that you don’t need as often and are only a distraction.

Turn off Spellcheck


Autocorrect is definitely a blessing and a curse to many people. Not only does it make texting awkward at times, but imagine spelling a client or company’s name wrong in your books, then sending them an invoice with it being totally incorrect. The spellcheck in QuickBooks is more of a nuisance than a helpful tool, so disable it if you don’t completely trust it.

Pay Online with QuickBooks


One of the greatest features that QuickBooks has to offer is the ability to pay invoices online in a few simple clicks. You can also pay bills through Bill.com as QuickBooks has now made that possible. Paying your bills off was really simple when it got moved onto the digital platform, but using QuickBooks allows you to see where your money goes and automatically updates your Chart of Accounts you keep personally.

QuickBooks may seem very intimidating at first, but once you have mastered the basics and start playing with smaller functions, you’ll never be able to part with QuickBooks as your number one accounting software. For more information about QuickBooks, contact us here at Lucia CPA today.

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