QuickBooks accounting software is so user-friendly that it can significantly simplify your accounting tasks. If you utilize it wisely, you can save yourself a lot of time and hassle. We have a couple of cool tips for you in this blog post that will make your QuickBooks experience more efficient and productive.

Turning off pop-up ads in QuickBooks Desktop

Nobody enjoys interruptions, and this is especially true when you're navigating through your accounting software. Default settings in QuickBooks Desktop might enable pop-up ads, but thankfully, it's both simple and quick to disable these.

Here's how:

1.      Open QuickBooks Desktop

2.      Go to the "Edit" menu at the top left of your screen

3.      Click on "Preferences" in the dropdown list

4.      Select "General" from the list on the left side of the Preferences window

5.      Click on the "My Preferences" tab.

Here, you'll find several switches. To stop the pop-up ads, make sure the switch next to "Turn off popup messages for products and services" is turned off.

Voila, you will not be bothered anymore by ads popping up to buy checks or other unneeded services!

This change is a personal preference, meaning all users will need to individually follow these steps to disable pop-up messages. Walk your colleagues through the process — they'll be pleasantly surprised by your QuickBooks savvy.

Prefilling Accounts for Vendors

Prefilling is another excellent time-saving feature offered by QuickBooks. With this feature enabled, QuickBooks will automatically fill in information based on your past entries. For example, your utility bill is always coded to utility expenses, isn't it? Here's how to set this up:

1.      Navigate through the same route: Edit > Preferences

2.      Click on the "Checks" tab from the left pane

3.      Select "Company Preferences" this time

4.      Ensure the box next to "Automatically recall the last transaction for this vendor" is selected

By turning on this feature, QuickBooks will remember how you coded your last transaction with each vendor and automatically fill in the same details the next time. This reduces the chances of coding errors, thereby saving you time. It improves efficiency in handling your usual dealings, and there will be fewer mundane tasks to deal with. Excellent, right?

QuickBooks, with its extensive array of features and tools, helps to streamline your daily accounting, making it less of a chore and more of a strategic activity for your business. By personalizing your preferences, you add another layer of efficiency and time-saving to your tasks.

Practice these tips and take a step towards becoming a QuickBooks genius!

Peak Advisers is always here to help with anything you need related to QuickBooks