46 Shortcuts for Quickbooks Online

Jump to: General Pages, Transaction Pages, Enter Dates, Calculate Amounts and Rates, Navigate Form Fields and Manage Drop-down Lists, Selecting Transactions in Account Registers, Reference Number Fields (Ref # Fields)

1. General Pages

Command+Option+?

Show Keyboard Reference

I

Invoice

W

Checks (Think of it as write checks)

E

Estimate

X

Expense

R

Receive Payment

C

Customrs

V

Vendors

A

Chart of Accounts

L

Lists

H

Help

F

Find / Search Transactions

H

Help

2. Transaction Pages

X

Exit Transaction View

C

Cancel

S

Save and New

M

Save and Send (Think of it as send as message)

3. Enter Dates

+/-

Next Day / Previous Day

T

Today

W

First day of the Week

K

Last day of the Week

M

First day of the Month

H

Last day of the month

Y

First day of the Year

R

Last day of the year

Option+Arrow Down

Open the pop-up calendar icon to the right of a date field.

4. Calculate Amounts and Rates

+/-

Add / Substract

*/[/]

Multiply / Divide

()

Group

Tab

Calculate the Result

5. Navigate Form Fields and Manage Drop-down Lists

Tab/Shift+Tab

Go forward / go backwards

Space

Check a checkbox

Option+Arrow Down

Open a drop-down list, and open list of sub items if present

Arrow Up/Arrow Down

Move through drop-down list

Tab

Select item and move to next field

Command+Arrow Down/Command+Arrow Up

Scroll through list without opening it

Option+Shift+S

Save Forms (Option+S for IE)

6. Selecting Transactions in Account Registers

Shift+Tab

Select the transaction type field in a new transaction row

Option+Arrow Down

Open the list

Arrow Up/Arrow Down

Move through the list

AZ

Typing first letter of transaction selects it; repeat letters for multiples with the same start letter.

Tab

Select transaction and move to next field

7. Reference Number Fields (Ref # Fields)

+/-

Increase / Decrease Ref Number

T

Enters To Print in the Ref # field for check, bill payment, or paycheck

Option+Shift+S

Save transaction (Option+S in IE)

Option+E

Edit saved transaction

Created by max on 12/2/2015. Last updated by bernd on 6/23/2017

 

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