17 Keyboard Shortcuts for QuickBooks Online and QuickBooks Online Accountant Keyboard shortcuts can help you save time. By using keyboard shortcuts, you can keep your hands on the keyboard when you enter information in QBO or QBOA. Mac users, substitute Option for Alt in the following tables. 3 Handy Tool Buttons in QuickBooks Online In QuickBooks Online (QBO), at the top of the window, tools are available to help you find your way. You can view recent transactions or search for transactions, create transactions, or perform other actions not related to transactions. Be aware that, if you’re working in QBOA and you open a QBO company, the tools vary somewhat.

The tools on this cheat sheet are for a client working in a QBO company. Click the plus sign (+), which then changes to an X, to open the Create menu and select a transaction to create. Click the magnifying glass to view a list of recent transactions and to search for transactions. To open a recent transaction, click it to open it in its transaction window. Type any identifying information or click Advanced Search to specify more detailed search criteria.

Click the Gear button to display the Gear menu, which helps you perform a variety of tasks in QBO other than entering transactions. Steps to Preparing a Budget in QuickBooks Online QuickBooks Online (QBO) supports preparing budgets, which help you monitor, track, and compare expected income and expenses with actual income and expenses.

The QBO App has a favorites area so you can create one-click options to increase productivity. Just like QBO, they will keep on adding enhancements to the QBO App as time goes on. You can have multiple windows open in the QBO App and the data will refresh in the other windows.

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When you prepare a budget, you typically prepare it for a fiscal year, and you can opt to supply budget amounts or use historical amounts from QBO. You also can opt to subdivide your budget based on customer, location, or class. QBO uses pop-up windows to help you prepare budgets. If you have your browser set to block pop-ups, you should make an exception for QBO. How to check fiscal year settings in QuickBooks Online Before you start to prepare your budget, you can double-check your fiscal year settings by following the first five steps: • Click the Gear button at the top of the QBO window. • From the drop-down menu that appears, click Account and Settings in the Your Company column. • Click Advanced on the left side of the dialog box to display the settings in the Accounting section.

• In the Accounting section, double-check that the first month of your fiscal year is correct. If necessary, you can change the first month of the fiscal year by clicking it.

• Click Done, which appears in the lower right corner of the screen but isn’t shown in the figure. How to create a budget in QuickBooks Online To prepare a budget in QuickBooks Online, you can build the budget from scratch or you can have QBO establish the budget using actual data from the current year or the prior year. In the steps that follow, you create the budget from scratch.

Creating a budget involves using a very short wizard. • Click the Gear button at the top of the QBO window. • From the drop-down menu that appears, click Budgeting in the Tools column. • Click Add Budget on the Budgets page that appears. The New Budget wizard starts. • Supply a name for the budget you want to prepare, along with the fiscal year it covers, the interval for the budget, and whether to pre-fill the budget with data and to subdivide the budget. You can pre-fill the budget with actual data from the current year or last year, and you can subdivide a budget by customer if you so choose.