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The 5 Best QuickBooks Online Tips and Tricks

Topics: Finance, Management, Accounts Receivable

Over the past few years, Intuit has been continually working to refine their QuickBooks software in order to become—as the company name might imply—a little bit more intuitive.

QuickBooks is primarily designed for small and medium-sized businesses who are hoping to create a more accurate and efficient system for managing their accounts.


QuickBooks can be used for a wide variety of different functions including managing accounts payable, accepting accounts receivable, and also handling your employee payroll in a variety of different ways.

However, despite the many improvements that have been made over the years, many users still find themselves looking for ways to make the use of QuickBooks more accessible.

Many small businesses turn to outsourced accounting firms to handle their day to day accounting, and Quickbooks is commonly used to make the process more organized and for owners to easily access financial information.

Fortunately, there are many tips and tricks for using QuickBooks that—though they are often overlooked by even the most seasoned users—can make your life as a business owner a little bit easier.

In this article, we will briefly discuss five of the most overlooked ways of improving the QuickBooks user experience and how these methods can improve your business.


Use Google Chrome as Your Primary Browser

Though the recommended operating system for QuickBooks Online is Microsoft Windows, if you live in the United States, you will also be able to run QuickBooks Online via macOS.

However, no matter what operating system you may currently be using, QuickBooks Online will operate much more effectively if you use Google Chrome as your primary browser.

The system is certainly compatible with Microsoft Edge, Safari, and various other browsers, but its performance (in terms of loading time, stability, etc.) has been measurably better with Chrome.

Furthermore, you may also want to consider installing the QuickBooks Online desktop app. This app is free to install and is claimed to increase speed by an impressive 46%. 



Setup an Automated Emailing System

In the older editions of QuickBooks, there were far fewer automation features, meaning that a greater number of tasks needed to be done by hand.

However, the newest edition of QuickBooks Online (2018) is highly automated and can save users a considerable amount of time. There are many different communications that can be set up to be sent out automatically including invoices, sales reports, various financial statements, and others.

You will also have the option to choose whether these are sent on a daily, weekly, monthly, or even yearly basis. This feature is especially valuable for business with larger communications needs.


Use Attachments Directly on a Vendor’s Detail Page

By using attachments directly at the bottom of your “Vendor Information” page, it becomes significantly easier for you to have all of the information you need in a single location.

This will save a considerable amount of time whenever you need to issue monthly, quarterly, or annual reports.

Quickbooks attachmentsSource

These attachments may include anything ranging from credit card statements, bank statements, or any other statements that may be connected to a specific vendor. Giving your accountant access to this information can also expedite their bookkeeping process as well.


Keep Track of Your Work Using Duplicate Tabs and Bookmarks

If you are working on building a balance sheet, income statement, or any other valuable piece of financial information, then you likely may want to view multiple copies of this information at once.

By simply right-clicking on whatever tab you have QuickBooks open in, you will have the option to duplicate the information and then make adjustments as necessary.

Additionally, QuickBooks Online has a special bookmarking feature that makes it much easier to return to a specific area of your books.

For example, if you were working on the accounts receivable portion of your books and want to return to it later, creating a bookmark will return you directly to that location, rather than broadly returning you to your books in general.


Directly Manage Employee Timesheets

One of the most popular features of QuickBooks Online is the TSheets integration feature.

From a single location, you can quickly review and approve multiple employee time sheets at once and also mark any incorrect timesheets as needed.

For organizations who have a need to view a large number of timesheets on a bi-weekly basis, it certainly helps to have access to all of this information in a single location.


By taking the time to learn the ins and outs of QuickBooks Online, your business will be able to operate with a significantly greater degree of efficiency and precision.

These are just a few of the many ways QuickBooks Online can help improve your general accounting practices. By actively implementing these simple tips and tricks, you will find your business in a much better position to achieve long-term financial stability.


The best Quickbooks Online Tips:

  1. Use Google Chrome as Your Primary Browser
  2. Setup an Automated Emailing System
  3. Use Attachments Directly on a Vendor’s Detail Page
  4. Keep Track of Your Work Using Duplicate Tabs and Bookmarks
  5. Directly Manage Employee Timesheets

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