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Software Tips

QuickBooks Tips:

Use the QuickBooks 2013 keyboard shortcuts shown in the following table to make your day to day small business accounting easier and faster:

 Press the following on your keyboard:

Ctrl+A                   -     Displays the Chart of Accounts window

Ctrl+C                    -     Copies your selection to the Clipboard

Ctrl+D                  -      Deletes check, invoice, transaction, or item from the list

Ctrl+E                   -      Edits transaction selected in the register

Ctrl+F                    -      Displays the Find window

 

QuickBooks 2013 Calculation and Editing Tricks

 

QuickBooks 2013 makes it easy to calculate numbers. If the selection cursor is in an amount field, you can use these symbol keys to make calculations:

Press This

Key

      This Happens

 

+

      Adds the number you just typed to the next number you type

      Subtracts the next number you type from the number you just typed

*

      Multiplies the number you just typed by the next number you type

/

      Divides the number you just typed by the next number you type

If the selection cursor is on a date field, you can use these tricks to edit the date:

 

Press This Key

This Happens

 

+

Adds one day to the date shown

T

Replaces the date shown with today’s date

Subtracts one day from the date already shown

Y

Changes the date to January 1 of the current year

R

Changes the date to December 31 of the current year

M

Changes the date to the first day in the month—for example, March 1 if the current month is March

H

Changes the date to the last day in the month—for example, March 31, if the current is March

 

Sage 50 (formerly Peachtree)

  

Keeping Your Sage Data Secure and Up to Date

Keeping the data you have stored on Sage 50 Accounts secure and well maintained is important. Use this list of tips to help you achieve this:

  • Make regular backups – at least once a day. To do this, from the main toolbar, click File >Backup. You’re asked if you want to check your data beforehand. The backup window opens. Check that the location of the backup file is correct. If not, use your Browse button to find a suitable location. Modify your filename if required and then click OK.

    If you backup twice in one day with the same filename, the second backup overwrites the first so differentiate the filenames.

  • Regularly check your data, using File Maintenance. Access this tool from the main toolbar, by clicking File >Maintenance. Click Check Data, and Sage checks for any data problems.

  • Use passwords for security. If you’re signed on as the manager, you can use the Access Rights feature to set individual passwords and individual rights for each Sage user. For example, you may want to give someone access to the sales ledger or the purchase ledger but not the bank accounts.

  • If you have a single-user licence, the Access Rights facility is available only when you select the Access Rights check box on the Parameters tab of Company Preferences (from the main toolbar, click Settings >Company Preferences). After you tick this box, every time you start Sage, the Logon window appears. Type manager to log on; no password is needed, so just click OK.

  • To create a password, starting at the main toolbar, click Settings >Access Rights >New. You can enter a new user name and create a password. Click Save and then Close.

  • To change the access, highlight the individual user in the Access Rights window and click Details. The Access Details window opens, where you can set which modules that user has access to by clicking the Modules button and then editing each module by clicking the Full Access or No Access buttons.