Content Provider
Hectorgarcia companylogo
Sponsored by
Basilpracticemanagementlogo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
QuickBooks Desktop Data Entry Efficiency Tips

QUICKBOOKS DESKTOP DATA ENTRY EFFICIENCY TIPS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 16, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelIntermediate
Series: Bookkeeper
Course Description

In this course, you will learn the ultimate QuickBooks Desktop tips and tricks to speed up your data entry process using Bank Feeds (downloaded bank transactions) or the Register (manual data entry). You will also learn the most common keyboard shortcuts for fast and efficient data entry! 

Specific features that will be covered:


  • Check Register (one-line entry mode with keyboard shortcuts)

  • Add/Edit Multiple List Entries (for entering new vendors)

  • Bank Feeds (batch categorize)

  • Batch Enter Transactions (Accountant/Enterprise edition only)

  • Batch Reclassify Transactions (Accountant/Enterprise edition only)

  • Other Data Entry Tips


Learning Objectives:


  • Summarize the top tips and tricks to speed up data entry in QuickBooks Desktop

  • Recall specific keyboard shortcuts for improved efficiency

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

Hectorgarcia companylogo

Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.

About Our Sponsor

Basilpracticemanagementlogo
Experience refreshingly simple accounting practice management with a suite of features designed to streamline your workflow. Our platform includes a secure client portal for safe data exchange, comprehensive client data management for easy access to client details, eSignatures for quick document approvals, task and workflow management to keep your projects on track, and a virtual drive for all your storage needs. Additionally, we offer time tracking to monitor billable hours efficiently, customizable forms to fit your specific needs, CRM for maintaining strong client relationships, seamless billing to simplify your invoicing process, email integration to keep all communications in one place, and a calendar to manage your schedule effortlessly. Plus, with our mobile app, you can manage your practice on the go. Start your free trial today!