How many times have you felt frustrated while trying to get to your QuickBooks files on the go? In order to keep you organized and headache-free while using QuickBooks on the go, we’ve compiled a list of tips to keep you organized whether you’re in the office or across the world.
1 | Stop searching through transactions by clicking “previous or next” or viewing transactions individually to find what you are looking for. Save time by using the built-in Find Feature. To open the Find Feature use the keyboard command CTRL+F and it will open the search window. You can customize your search to find what you are looking for quickly and easily.
2 | Frustrated and need assistance with just about anything related to using QuickBooks? Intuit QuickBooks Support has a vast knowledge base of answers to most questions. Visit the Intuit QuickBooks knowledge base site at: http://support.quickbooks.intuit.com/ and enter your question, keyword or error code to get answers fast.
3 | Want to customize the message that customers or vendor’s receive when you email them forms from QuickBooks? No problem! Here’s how:
- First, open your file in QuickBooks
- Select the Edit>Preferences Menu item
- Click on Send Forms>Company Preferences
- Choose the type of form (Examples: Invoice, Estimate, Statement)
- Click the drop-down menu to change the salutation (Dear or To) and the format (, and so on) of the customer’s name.
- Edit the default message as needed (Click anywhere in the text and enter your changes)
- Click OK
4 | Integrating Applications in the Cloud
There are thousands of different add-ons available to extend the functionality of your QuickBooks application, whether you need Quickbooks for small business or accounting. Unfortunately there is no set standard for how the applications are built and how they integrate with QuickBooks. Some are “cloud-friendly” and will integrate seamlessly with your QuickBooks in the cloud, while others are just not able to be used with a hosted solution or require costly custom setups and configurations.
Here at Swizznet, we are QuickBooks cloud integration experts and can help you determine which applications will easily integrate, which may require a custom server setup and which add-on’s just aren’t able to be used in the cloud. By understanding your needs and helping you to choose the right application we can save you money, time, and headaches. The last thing you want to do is buy an application only to find it’s going to cost significantly more to use with QuickBooks in the cloud (or it won’t work at all) and be stuck with that application.