QB Tips: Workflow, Reminders, Calculation, Best Practice

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https://quickbooks.intuit.com/learn-support/getting-started-with-quickbooks/bookkeeping-workflow-tips/ta-p/170210

Above link has a good tips from QB official site for a few topics as following

  1. How to Use Shortcuts: QuickMath, Keyboard Shortcuts, & More | QuickBooks Online Tutorial 2018
  2. Basic arithmetic calculations in sales form data and quantity fields
  3. Tips & Tricks: Online Banking | QuickBooks Online Tutorial 2018
  4. How to Set Up Reminders: Recording Transactions
  5. Bookkeeping Best Practices: Tips & Tricks | QuickBooks Online Tutorial 2018

A sample of work flow check list on a regular basis:

  • Daily
    • Enter all money-in and money-out transactions (invoices, expenses, etc)
    • Send estimates and other sales forms to clients
    • Enter any new assets and liabilities such as loans (as needed)
    • Check incoming bank transactions
  • Weekly
    • Keep an eye on unpaid invoices and unpaid bills (A/R and A/P) in the Sales and Vendor Tabs
    • Add and edit vendor and customer profiles (as needed)
    • Add and edit Product and Service items (as needed)
    • Keep an eye on your Bank Feed