Are you considering switching to QuickBooks Online? If so, you may be wondering exactly what’s in store for you if you convert to this new accounting software. QuickBooks Online boasts a very intuitive and easy to use interface. It also has all the same great features you’re used to from any other QuickBooks software you may be familiar with, but repackaged and repurposed in a meaningful way. While the new software can take some getting used to, here are a couple hacks that will help you along the way to make the most of your software. 

  1. Automation, automation, oh my! Did you know you can automate not just your invoicing but also your reports? Have reports automatically sent to you at various checkpoints through the month that you set so that you can more efficiently run your operation without having to lift a finger. 
  2. QuickBooks Online Cheat Sheet: Here are a few keyboard shortcuts you won’t want to go without:
  3. Split Screen Capabilities: Did you know you can use split screen capabilities to compare any elements on one screen with another, all within QuickBooks Online? Well, you can! 
  4. Find” and Voila! You can use the intuitive find feature to save lots of time in locating invoices or other documents you need. You can easily search within QuickBooks Online to find anything that you need within your system, at any time, in just seconds. 
  5. Cash Receipt Journal: You can easily track the amount of money you have earned within any period of time with the simple, intuitive cash receipt journal. QuickBooks Online has made it simple to locate and use this feature within the software program. 

We are experts in QuickBooks Online, and we would be happy to answer any questions you may have about the software program. Each and every day we help people convert their data to QuickBooks Online from other software programs, and we have exclusive access to Intuit and are able to provide you with accurate, up to date, and detailed information on their system. So if you have any questions at all, please don’t hesitate to contact us anytime!