Wednesday, February 20, 2013

QuickBooks: Opening Windows and Lists Shortcuts

From any point in QuickBooks you can quickly open a variety of windows and lists with just a keystroke.

Opens the write check window to write a new check
Open a Quick Report for a list item when you have selected the item in the list
Open a transaction journal for a transaction, if you are viewing the transaction
Open the customer center
Open the Chart of Accounts
Open the create invoice window to create a new invoice
Open a list – if the cursor is in a field that has a dropdown list, such as selecting the item in an invoice detail line, this will open the list associated with that dropdown
Use the list item if you have just used ctrl-L to open the list from a transaction. This is a very useful feature that many people aren’t familiar with.
Most transactions have a register associated with them. This opens the register for the transaction you are looking at
This is an odd one I’m still figuring out. If you are in a register for an account, entering ctrl-G will take you to the register for the “transfer” account associated with the line you have selected
Opens the find window for the list or transaction type you are working with. This is the old-style Find, not the new Search feature (F3)
Opens the Help window
Displays the Product Information window, which has a large amount of information that can be very helpful when diagnosing problems in QuickBooks
Starting with the 2011 version, this opens the newer Search feature (as opposed to the Find feature).

If you have the Product Information window open (by pressing F2), pressing F3 here will open the tech help window. This provides a wide range of system and diagnostic information, as well as being a quick way to view (and possibly edit, if you are careful) a number of support and technical files that relate to QuickBooks operations.
This opens the QuickBooks Technical Support Helper window
This does the same as F2, opening the Product Information window
Close the current window
Close the current window (same as Esc)
Move to the next open window and make it active. NOTE that for some reason SOME windows don’t allow this, such as the Accountant Center (thank you Mary Longacre for pointing that out)
Same as Ctrl-F6, moves to the next open window
Open the Transaction history – if you have a transaction like an invoice, which has payments applied to it, the transaction history can be very useful

No comments: