Octopus Financial Tips

QuickBooks Features You Might Not Know About

Greetings to all accountants who came to break their usual routines and dive into the world of cool QuickBooks features.

Hold onto your seats, we're starting!

QuickBooks Hotkeys

By using hotkeys, you can perform tasks and access different sections of the software with a simple press of keys. This efficiency not only speeds up your work but also makes the whole process smoother and more enjoyable. Over time, the seconds saved can accumulate to substantial amounts, freeing you to focus on more critical aspects of your work.

Press CTRL + ALT/OPTION and ? to get quick access to all corners of QuickBooks, like an accountant in a coin bank. These hotkeys are vital as they save you precious time, eliminating the need to navigate through menus and submenus.
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Sample Company

Don't want to create a company from scratch? Use this template!

If you're an accountant starting with QuickBooks and not keen on creating a company profile from scratch, the Sample Company feature is here to help! This feature provides a template that comes pre-loaded with fictitious data.
This template includes examples of reports and dashboards, similar to what you'd be setting up for a real company. It allows accountants to understand how to efficiently organize and analyze financial data using QuickBooks. You can explore different features, try out various reports, and get a feel of the software without worrying about making mistakes.

As they say, it's better to see once than hear a million times about how to assemble and prepare space from scratch.

Built-in QuickBooks Calculator

This guy is as smart as you are. It's similar to Excel, so you can enter a direct formula into cells, like you're playing a number magic.

Similar to Excel, it allows the entry of direct formulas into cells, turning complicated calculations into simple tasks. This feature is particularly handy for performing complex calculations such as taxes, payroll computations, revenue predictions, and financial analysis.

Additional QuickBooks Add-ons

It's important to mention that QuickBooks has a comprehensive marketplace filled with numerous valuable add-ons catering to a variety of needs. One such remarkable add-on is the Octopus AI - an AI assistant for accountants. This handy helper can take on some of your tasks, and the best part is, it doesn't ask for coffee in return!
So, colleagues, go for it and enjoy!