Introduction
Tips and tricks for spending less time in QuickBooks Online
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1. Working with Lists
Sort and customize table columns
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Round values in a price rule
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Merge accounts and other records
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2. Displaying Information
Open multiple browser tabs for QuickBooks Online
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Bookmark shortcuts for QuickBooks Online pages
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Change fields in a customer page
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3. Transaction Numbering
Adjust transaction numbering
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Renumber incorrectly numbered checks
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4. Expense Transactions
Sort bills
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Reclassify expense transactions
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5. Sales Transactions
Track reimbursable expenses as income
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Apply markups to billable expenses
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Track nonbillable time
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Handle fixed-price jobs
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Progress invoicing for cost overruns
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6. Special Sales Transactions
Transfer a credit between customer jobs
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Record merchant fees
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Record retainers and deposits
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Write off bad debt
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7. Time-Saving Tricks
Select dates with keyboard shortcuts
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Other QuickBooks Online keyboard shortcuts
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Add, delete, and copy transaction lines
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Automatically prefill transaction content
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Attach documentation to transactions
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Send emails automatically
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