QuickBooks Online is one of the most powerful accounting tools available for small businesses—but many users never tap its full potential. If you’re already using it, here are five tricks that can save you time and reduce errors.
First, try splitting your screen or using dual views. On Windows, you can snap QuickBooks to one side and use the other half for your source documents, spreadsheets, or bank statements. That way, you don’t have to constantly switch between windows. Second, duplicate tabs within QuickBooks itself. This allows you to open two parts of your account—say, the transaction list and a customer’s invoice—without losing your place. Third, make use of invoice reminders and automations. You can set default reminders so QuickBooks nudges clients automatically, reducing the burden of manual follow-up and improving your cash flow.
A fourth trick: attach all supporting documents directly in QuickBooks. Bank statements, tax forms, scanned receipts—when tied to specific transactions, they become easy to retrieve during audits or reviews. Finally, invest time in learning keyboard shortcuts. Pressing Ctrl + Alt + ? shows you a list of shortcuts. Even a few memorized commands can shave minutes off your daily work.
On top of these tricks, you should carve out time every few months for cleanup. Look for uncategorized entries, duplicate transactions, or inactive accounts you can archive. This regular housekeeping ensures your QuickBooks stays organized and trustworthy. If setting all this up feels like too much to juggle, A2Z Accounts can help configure QuickBooks optimally for your business and maintain it cleanly, so you don’t have to worry.