Accounting software like Quickbooks™ Pro helps people perform a wide range of financial procedures. While this software is designed to be user-friendly, certain hints and tips can make using it even easier. In Pagosa Springs, CO, Wilson, Rea, Beckel & Associates CPA's LLC provides clients with skilled accounting services, while also offering guidance on a number of topics. Their Quickbooks Pro advisors recommend the following if you’re considering using this popular software.
3 Accounting Tips From Pagosa Springs’ Top Quickbook Pro Advisors
1. Setup Program Preferences
Setting up program preferences to your specifications can make short work of many financial processes, and in Quickbooks Pro, you can easily adjust preferences depending on what type of work you’d like to perform. For instance, you can specify default financial accounts for paying bills, which will spare you the bother of re-entering information every time. You can also set up reminders for certain events, including things like monthly expenses, along with many other preferences (such as options for tracking time or performing payroll processes).
2. Make Use of Free Support
You can also utilize Quickbooks’ free assistance if you run into an issue with the software. Along with help for glitches and bugs, support techs can also provide insight into how to perform certain tasks. The user forums are a good place to start, as it’s possible that your issue may have already been solved by someone else. You can also talk with a support technician directly about your specific issue.
3. Know the Keyboard Shortcuts
Keyboard shortcuts are an easy and convenient way to expedite processes no matter what software you’re using. With Quickbooks, there are a number of shortcuts that can greatly cut back on time spent on financial procedures. You can easily open the customer center by pressing Ctrl-J, while Ctrl-E allows you to edit a selected transaction. This website provides a complete listing of Quickbooks shortcuts, which can help you get started.
When in search of reliable financial services in Pagosa Springs, Wilson, Rea, Beckel & Associates CPA's LLC offers the benefit of more than 16 years of experience. Visit their website today for a complete listing of services. You can also call (970) 731-1040 to find out how you can work with a local Quickbook Pro advisor.