07/16/2026
โจ A few of my favorite QuickBooks Online time-saving tips!
QuickBooks Online has dozens of features that many business owners never discover. Here are a few simple tricks that can make your bookkeeping a little easier.
๐ก Keyboard shortcuts
Press Ctrl + Alt + ? (Windows) or โ + Option + ? (Mac) to see a list of available keyboard shortcuts.
๐ก Customize your menus
Pin your most-used actions so your navigation works the way you work.
๐ก Hover for more details
In Bank Transactions, hover over transaction details to quickly see additional information without opening the transaction.
๐ก Bookmark your favorite reports
If you run the same reports every month, save them in your browser bookmarks for one-click access.
๐ก Use Recurring Transactions
If you enter the same bills, invoices, or journal entries each month, automate them and save yourself time.
๐ก Customize your Dashboard
Adjust the dashboard widgets to focus on the information that's most important to your business.
๐ก Search instead of hunting
The ๐ search bar at the top of QuickBooks can find customers, vendors, invoices, checks, reports, and transactions in seconds.
๐ก Attach receipts to transactions
Keep invoices and receipts connected to the transaction so they're always easy to find.
Small improvements add up over time. Which QuickBooks feature has saved you the most time? ๐