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QuickBooks Desktop Data Entry Efficiency Tips
Computer Software and Applications

QUICKBOOKS DESKTOP DATA ENTRY EFFICIENCY TIPS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 16, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelIntermediate
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Bookkeeper
Course Description

In this course, you will learn the ultimate QuickBooks Desktop tips and tricks to speed up your data entry process using Bank Feeds (downloaded bank transactions) or the Register (manual data entry). You will also learn the most common keyboard shortcuts for fast and efficient data entry! 

Specific features that will be covered:


  • Check Register (one-line entry mode with keyboard shortcuts)

  • Add/Edit Multiple List Entries (for entering new vendors)

  • Bank Feeds (batch categorize)

  • Batch Enter Transactions (Accountant/Enterprise edition only)

  • Batch Reclassify Transactions (Accountant/Enterprise edition only)

  • Other Data Entry Tips


Learning Objectives:


  • Summarize the top tips and tricks to speed up data entry in QuickBooks Desktop

  • Recall specific keyboard shortcuts for improved efficiency

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.

About Our Sponsor

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CoralTree makes innovative and user-friendly collaboration products that are designed to help teams work together more efficiently. We focus on bringing enterprise-grade technologies to the business world. Whether you are a small startup with big dreams or an established business, our goal is to help you thrive.

Our customers include accountants, bookkeepers, CPA's, tax professionals and a wide variety of small business owners. Our product suite includes customized tools for every market segment we serve. We take pride in making user-friendly products that bring a human touch to cloud collaboration.