QBO Quick Tips - "Jump-to-Date" Keys in Date Fields

Anonymous · ‎01-17-2018

Some workflow shortcuts are about saving time. Others are about improving organizational habits. Simple solutions can greatly reduce the number of steps needed to complete an action and ultimately, achieve our goals. Learn these QuickBooks tricks and you'll be blazing through your workflow!

When your cursor is in a "date" field...

[Plus Key] - Next day
[Minus Key] - Previous day
[T] - Today
[W] - First day of the Week
[K] - Last day of the Week
[M] - First day of the Month
[H] - Last day of the Month
[Y] - First day of the Year
[R] - Last day of the Year
Press Alt+down arrow to open the pop-up calendar icon to the right of a date field.

Now it's your turn

How do you organize your calendars and track your work in QuickBooks?

Sangeethmathew · ‎01-18-2018

Hi,

Those were really usefull tips. I can add one of my own to that.

While entering Qty or Rate you can calculate inside the field itself using numeric pad-

Type 5+7 and press Tab will leave a result of 12

Type 4*5 and press Tab will leave a result of 20

JenPM · ‎01-24-2018

Thanks for this!

I knew the plus and minus but had no idea about the other ones. Love learning new tricks!

Anonymous · ‎04-05-2018

@JenPM, I am curious, did you ever incorporate these QBO Quick Tips into your workflow?

JenPM · ‎04-05-2018

Hello James,

I still use the + and - keys and I started using the 1st day of the month and the last day of the month ones!

I tend to do alot of historical data entry so I know the date of the transaction of course but not the day of the week. Unless I had a calendar open while I'm tyiping, its just quicker to use the + & - signs :)

The end of the month one I use alot though! Saves me alot of time! Thanks!

Anonymous · ‎04-06-2018

@JenPM,

That's awesome! Learning new tricks in software is the best, it's like you're learning it again for the first time. I remember when I learned Adobe Photoshop hotkeys about a year after I bought the program, my workflow was instantly 10x faster!

I tend to use +i for opening forms and the datafield calculation function.

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QBO Quick Tips - "Jump-to-Date" Keys in Date Fields