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For speedy results call me today at (714) 884-3921

Working at your office in Cypress or from my office securely over the Internet, I am available on a weekly, monthly, quarterly, or as needed basis for a wide range of services:

  • Installation and Set-Up of QuickBooks®
  • QuickBooks® Training and Support
  • Financial Statement Preparation & Analysis
  • Create and Save Reports That Make Sense
  • Accounts Payable Help
  • Accounts Receivable Help
  • Payroll
  • Bank Reconciliations
  • Work With CPA or Accountant for Tax Return
  • Cash Flow Analysis
  • Budgets
  • Workers’ Compensation Reports
  • W-2 and 1099 Forms
  • Special “Cleanup” Project

Serving These Locations:

Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel,  Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange,  Placentia,  Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach,  Stanton, Tustin, Trabuco, Villa Park, Westminster, Yorba Linda

Category: Cypress  Leave a Comment

For speedy results call me today at (714) 884-3921

Working at your office in Costa Mesa or from my office securely over the Internet, I am available on a weekly, monthly, quarterly, or as needed basis for a wide range of services:

  • Installation and Set-Up of QuickBooks®
  • QuickBooks® Training and Support
  • Financial Statement Preparation & Analysis
  • Create and Save Reports That Make Sense
  • Accounts Payable Help
  • Accounts Receivable Help
  • Payroll
  • Bank Reconciliations
  • Work With CPA or Accountant for Tax Return
  • Cash Flow Analysis
  • Budgets
  • Workers’ Compensation Reports
  • W-2 and 1099 Forms
  • Special “Cleanup” Project

Serving These Locations:

Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel,  Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange,  Placentia,  Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach,  Stanton, Tustin, Trabuco, Villa Park, Westminster, Yorba Linda

For speedy results call me today at (714) 884-3921

Working at your office in Buena Park or from my office securely over the Internet, I am available on a weekly, monthly, quarterly, or as needed basis for a wide range of services:

  • Installation and Set-Up of QuickBooks®
  • QuickBooks® Training and Support
  • Financial Statement Preparation & Analysis
  • Create and Save Reports That Make Sense
  • Accounts Payable Help
  • Accounts Receivable Help
  • Payroll
  • Bank Reconciliations
  • Work With CPA or Accountant for Tax Return
  • Cash Flow Analysis
  • Budgets
  • Workers’ Compensation Reports
  • W-2 and 1099 Forms
  • Special “Cleanup” Project

Serving These Locations:

Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel,  Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange,  Placentia,  Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach,  Stanton, Tustin, Trabuco, Villa Park, Westminster, Yorba Linda

For speedy results call me today at (714) 884-3921

Working at your office in Brea or from my office securely over the Internet, I am available on a weekly, monthly, quarterly, or as needed basis for a wide range of services:

  • Installation and Set-Up of QuickBooks®
  • QuickBooks® Training and Support
  • Financial Statement Preparation & Analysis
  • Create and Save Reports That Make Sense
  • Accounts Payable Help
  • Accounts Receivable Help
  • Payroll
  • Bank Reconciliations
  • Work With CPA or Accountant for Tax Return
  • Cash Flow Analysis
  • Budgets
  • Workers’ Compensation Reports
  • W-2 and 1099 Forms
  • Special “Cleanup” Project

Serving These Locations:

Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel,  Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange,  Placentia,  Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach,  Stanton, Tustin, Trabuco, Villa Park, Westminster, Yorba Linda

Category: Brea  Leave a Comment

For speedy results call me today at (714) 884-3921

Working at your office in Aliso Viejo or from my office securely over the Internet, I am available on a weekly, monthly, quarterly, or as needed basis for a wide range of services:

  • Installation and Set-Up of QuickBooks®
  • QuickBooks® Training and Support
  • Financial Statement Preparation & Analysis
  • Create and Save Reports That Make Sense
  • Accounts Payable Help
  • Accounts Receivable Help
  • Payroll
  • Bank Reconciliations
  • Work With CPA or Accountant for Tax Return
  • Cash Flow Analysis
  • Budgets
  • Workers’ Compensation Reports
  • W-2 and 1099 Forms
  • Special “Cleanup” Project

Serving These Locations:

Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel,  Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange,  Placentia,  Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach,  Stanton, Tustin, Trabuco, Villa Park, Westminster, Yorba Linda

For speedy results call me today at (714) 884-3921

Working at your office in Anaheim or from my office securely over the Internet, I am available on a weekly, monthly, quarterly, or as needed basis for a wide range of services:

  • Installation and Set-Up of QuickBooks®
  • QuickBooks® Training and Support
  • Financial Statement Preparation & Analysis
  • Create and Save Reports That Make Sense
  • Accounts Payable Help
  • Accounts Receivable Help
  • Payroll
  • Bank Reconciliations
  • Work With CPA or Accountant for Tax Return
  • Cash Flow Analysis
  • Budgets
  • Workers’ Compensation Reports
  • W-2 and 1099 Forms
  • Special “Cleanup” Project

Serving These Locations:

Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel,  Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange,  Placentia,  Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach,  Stanton, Tustin, Trabuco, Villa Park, Westminster, Yorba Linda

Category: Anaheim  Leave a Comment

Typwriter

Although I never graduated to the level of being a blindingly fast typist, I have managed to use certain of the QuickBooks®   Keyboard shortcuts to greatly enhance my data entry speed.

Here are the QuickBooks® keyboard shortcuts used to navigate various windows withing QuickBooks. My data entry speed and accuracy improve alot when I can keep my fingers on the keyboard, instead of interrupting my flow by reaching for the mouse. Try these out, I think you’ll find them helpful!

Next field

Tab

Previous field

Shift + Tab

Beginning of current field

Home

End of current field

End

Line below in detail area or on report

Down arrow

Line above in detail area or on report

Up arrow

Down one screen

Page Down

Up one screen

Page Up

Next word in field

Ctrl + Right arrow

Previous word in field

Ctrl + Left arrow

First item on list or previous month in register

Ctrl + Page Up

Last item on list or next month in register

Ctrl + Page Down

Close active window

Esc or Ctrl + F4

Having been around personal computers since the very beginning, using keyboard “shortcuts’ has become almost 2nd nature for me. Even highly experienced PC users are sometimes pleasantly surprised to see just how well QuickBooks utilizes general Windows shortcuts.

Using keyboard shortcuts can vastly improve your data entry speed. Here is a list of shortcuts I’ve found useful.

General Keyboard Shortcuts

To start QuickBooks without a company file

Ctrl (while opening)

To suppress the desktop windows (at Open Company window)

Alt (while opening)

Display product information about your QuickBooks version

F2

Close active window

Esc or Ctrl + F4

Record (when black border is around OK, Save and Close, Save and New, or Record)

Enter

Record (always)

Ctrl + Enter

Where did this bill com from??!!!!!

Where did this bill com from??!!!

One of the best kept secrets I utilize and which doesn’t necessarily apply only to QuickBooks®, is this:

DON’T DO THINGS TWICE!

DON’T DO THINGS TWICE!!!!!!

Ok, so I said that twice……

Just checking to see if you’d catch it. :)

But seriously one of the biggest productivity wasters in business, as in life, is doing the same action more than once when it’s not needed.

Here’s a good example – hand writing checks, then data entering them again in QuickBooks®. Solution: write all checks through QuickBooks® and stop hand writing checks!

Another example; the checking accounts haven’t been reconciled for a while, so you’re not sure what your true cash balances are and you end up going online to check your balance on an all too frequent basis. Solution: get your reconciliations up to date NOW and only write checks through QuickBooks®. (see above tip)

Truthfully, hand writing checks, when you are setup to print them through QuickBooks®, is a symptom of a larger underlying problem.

Like inadequate cash flow, poor financial planning or just plain administrative disorganization.

So, why advertise these symptoms with hand written checks? Be competent, be professional and generate your checks using QuickBooks®!