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QuickBooks Speed Tips (Not Available)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

Become a more effective QuickBooks user, and avoid frustration with this CPE course. Learn how to use templates to streamline Quick Books data entry screens and learn time saving keyboard shortcuts.

David Ringstrom, CPA will discuss numerous subtleties regarding Quick Books that can make you more effective, and avoid frustration with this eponymous accounting package.

David will be teaching from Quick Books 2013, but will provide alternate instructions for Quick Books 2012 and 2011 where appropriate.

Comments from past attendees:

"Very knowledgeable presenter. A little too fast sometimes. Overall very good."

"Lots of information."

"Great job and great tips."

Publication Date: February 2013

Designed For
Practitioners who may benefit from using Quick Books more effectively.

Topics Covered

  • Dispatch annoying prompts that slow down your work in QuickBooks
  • Learn timesaving keyboard shortcuts
  • Automate repetitive tasks accessing memorized windows, reports, and transactions with just a mouse click.
  • Use templates to streamline Quick Books data entry screens
  • Tailor Quick Books to suit your needs by setting options and preferences
  • Copy and paste lists in Quick Books 2011 and later as well as transactions in Quick Books Accountant 2013
  • Synchronize QuickBooks with Microsoft Outlook
  • Many more time saving tricks and techniques

Learning Objectives

  • Identify the features and shortcuts that can make you a Quick Books power user.
  • Apply effective tricks for importing and exporting lists and transactions, including PayPal transactions



Instructional Method

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
A basic understanding of QuickBooks.

Advance Preparation

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