5 Time-Saving Tips for QuickBooks Users

Accounting software like QuickBooks is a great way to eliminate hours of time on accounting and financial tasks.

If you're running a small business, it's probably safe to say you don't have lots of extra time on your hands. With the time you do have, you more than likely want to focus on the big, inspirational, long-term goals that will grow your company.

QuickBooks has over 2 million customers who use the software to manage bills, run financial reports, invoice and accept payments, and track expenses and income. As a QuickBooks Certified ProAdvisor accounting firm, Revo Taxpayer Advocacy works with plenty of business owners who use QuickBooks to organize every dollar and cent that flows in and out of their business.

Get connected with a Certified ProAdvisor

QuickBooks is easy to use, but how can you make sure you're maximizing its service? With your QuickBooks membership, you can connect to local QuickBooks Certified ProAdvisors, like the team at Revo Taxpayer Advocacy, who have been trained and certified in advanced QuickBooks functionality. ProAdvisors can ensure you're keeping track of everything in the right spot, answer questions you may have, and ensure you're using every feature to your business' advantage.

Link your email

Integrating your QuickBooks account with the rest of your work makes it simpler to find the information you need to accurately manage your business by the numbers. Once linked, QuickBooks can automatically send invoices, reports, and other transactions through Outlook or your other webmail service. This eliminates the extra steps of saving files, attaching documents, and copying and pasting invoice information.

Utilize the "Memorized Transactions" tool

Most businesses have certain activities that are completed on a regular basis. QuickBooks created a way to memorize these types of frequent transactions and complete them on your behalf, or simply remind you to complete them. The memorized transactions tool is a huge time-saver for small businesses and ensures you never miss a bill or send a late invoice.

Print checks

All income and expenses should be recorded in your QuickBooks account. QuickBooks included a check writing and printing tool to make this easier. If you're still writing checks by hand and manually recording them, you can instead fill out and print checks directly from your account. You can also print multiple checks at one time to save even more time.

Customize the icon bar

Searching for what you need can be a frustrating use of your time. Cut down on needless searching by customizing the quick links available on your icon bar. QuickBooks lets you pick the shortcuts you want to see and decide the order they appear. Whether you want to view account balances or current sales numbers, your icon bar can be tailored to your specific goals.

Accounting software is a great tool for small business, but is always limited by how much you understand it. If you have questions about QuickBooks, Revo Taxpayer Advocacy is here to help. Our accounting professionals can sit down one-on-one to answer questions and show you valuable ways to increase productivity and feel confident working in QuickBooks.