Simple Ways to Use QuickBooks at Its Best

With years of efforts Intuit has without failing produced a new and updated version of QuickBooks for its millions of users. QuickBooks seems to be turned up as one of the most important tools for every kind of organization, new or old, small or big that has to deal with financial transactions on daily basis. Still, the irony is most of the users are unaware of the tit bits of using QuickBooks efficiently.


Here are a few steps using following which the users may enjoy the optimum benefits of QuickBooks software:
      1- Choose your preferred desktop with preferred screen view 

  • At the time you first fire up a new copy of QuickBooks there appears the default flow chart
  • Go to the Preferences
  • Opt for another start-up screen from Desktop View; you can pick any of your popular Company Snapshot of your preference as the Desktop view
  • Prefer and click the Save current desktop radio button

    2- Speed up your searches 

  • With the help of search feature you can find items in your company file as well as the program’s help files.
  • Under Preferences Search, you can easily opt for the option you want to use as search like you can choose from Company file search and Help File Search.
  • You can also choose the option you want search files from on the basis of time period, for example: if you want to make complete your search from the last 30 days entry, you can choose the option and the search results would appear from the entries indexed during the last 30 days.
  • You can also choose the option that every time a file is indexed it must appear in search suggestions while searching for any file and so on. So, before you make your search make sure that you click on the update now button.

    3- Turn Off or Turn on your reminders as per your requirement 

  • Check on “do-not-show-this-message-again” box in the message if you do not want to receive the reminder again
  • In case you wish to receive the reminders time and again you can click on “Bring back all one time messages” and the messages will appear everytime you work on your QuickBooks

    4- Add or update multiple list entries

  • Go to the List menu
  • Choose from options that appear under “Add/Edit Multiple entries”

    5- Tweak your report before it runs 

  • If you want to tweak your reports without waiting for the report to open:
  • Go to Preferences and then click on Reports
  • Check off “Prompt me”
  • Other options you can opt for optimizing the usage of QuickBooks are as following:
  • QuickBooks allows you to set some required Excel options before exporting the data by simple clicking on the Advanced button.
  • Opt for find shortcuts and menu customizations options to gear up your work.
  • Set your favorites

Previous Article on QuickBooks Online –

Other options you can opt for optimizing the usage of QuickBooks are as following:

  •  QuickBooks allows you to set some required Excel options before exporting the data by simple clicking on the Advanced button.
  •  Opt for find shortcuts and menu customizations options to gear up your work.

Set your favorites

  • Click on the heart icon below any report in the report center—standard, memorized, or contributed
  • You can also run favorite reports command for getting all reports to update with your single click.
  • Customize the icon bar as per your choice in place of using it as it is at the time of installation
  • In this way there are number of steps you can follow to ease and gear your work while using QuickBooks.

In case you need any QuickBooks help or QuickBooks Consultation, you can contact our QuickBooks experts via qboffers Your satisfaction is our ultimate achievement. Read More at QuickBooks Visit here.


Why Choose Quickbooks Online for small businesses?

For improved cash flow management, automated accounting tasks, more profits and free time, any business is recommended to opt for QuickBooks by experts.

Though, hiring a good accountant used to be once sufficient to put the financial information at one place on periodical basis and concentrate on the core business to do well in the market.  Pairing QuickBooks with a write-up service is no doubt still a very good option for the small businesses till date.


Though, QuickBooks software has been advanced quite enough by understanding the needs of its users, there is a need of hiring a good accountant for proper and accurate examination and timely evaluation of the transactions and other data. But it is a great option only if you have enough time to spend on hiring and set up.

For smarter move you can opt for outsourcing your accounting services and save the time you would have otherwise spent. It will also allow you to work on QuickBooks as a management tool at your end to keep check on the activities performed by the hired service provider and record the company profitability.

If one decides to opt for QuickBooks for his business, the next dilemma arises when he has to pain his nerves while deciding which one to choose from the huge range of equally efficient QuickBooks software. This is where, the QuickBooks consulting services can help and decide what fits your business best.

Now, if you do not want to outsource your QuickBooks and need to access your company profile on go, you really need to stress your brain as the desktop version of QuickBooks cannot let you do the same. Quickbooks Online  is what comes in picture as the best possible solution for your mobile business needs. Just like any other cloud hosting services, Quickbooks Online gives you the complete freedom of accessing, actuating and working on your company profile anytime, anywhere across the globe. In short it will eliminate the limitations of accessing your QuickBooks in a static position.

Opting for Quickbooks Online  for a single user will really prove a fatal decision, so opt for it only if there is a business requirement of multi user access from multiple locations.

However, there are considerably great benefits that Quickbooks Online offers for any business, like:

Simple and protected access to your QuickBooks data

Anytime and anywhere access by ‘n’ number of users

Zero installation cost and Zero maintenance Cost

Zero training cost and no requirement of new equipments

Zero IT capital investment and no long-term commitment

Automatic upgrades facilitating timely upgrade and free Setup support

Freedom to opt out at any point of time

Keeps the fear of computer crashes at bay

No fear of system failure while accessing the data from anywhere

Ease of storing complete data at one place and secure setup on terminal servers

Secure data back up with disaster data recovery promise

In spite of the immensely lucrative benefits mentioned above, there are points that may make you think before you opt for QuickBooks online services, like:

If you do not have the Windows File Permission, you cannot access your data files

Database Server mode is must for the database server to successfully open the company data file

ØYou must have your QuickBooks user login and password to access the data hosted

To encapsulate, we can say that the hosted QuickBooks servers have huge benefits over traditional QuickBooks usage and QuickBooks software usage has remarkable benefits over traditional manual data entry and methods of keeping financial records.

So in order to stay ahead of the business game and make more informed decisions by opting for Quickbooks Online Services from Qboffers.