Bookkeeping Reflex

Tip #5

Recurring Entries:

Creating an invoice in QBO will create an accounts receivable transaction. You can automate the
invoice by clicking Make Recurring at the bottom of the invoice window.

1. To create an invoice for specific customer, click Create Invoice next to their name. The invoice window displays.
2. Complete the Invoice form. There are several key elements to completing the form. They are the following:
a. Choose the customer
b. Choose the Invoice date and Due date if applicable.
c. Choose the Product/Service à Enter a Quantity à Rate
d. Choose the Sales Tax rate.
3. Click Make recurring.
4. Click Save Template. This will not only create the invoice but also send it automatically on the assigned date.

Tip #4

QuickBooks Online lets you upload and save attachments on any transaction. This makes
referencing source documents easier and more efficient.
To add an attachment:
1. Open an invoice
2. Click attachments icon
3. Browse for the attachment
4. Click Save
NOTE: Now QuickBooks Online lets you view the source document when viewing the
transaction. This is helpful for receipts, bank statements, copies of transactions, etc.

Tip #3

Bookmark Bar Shortcut:

Add a shortcut to the bookmarks bar to create a one-click link to any page in QuickBooks.

1. Navigate to any page in QuickBooks.
2. Click the star icon in the browser address bar.
3. Name the shortcut as needed

Tip #2

It is recommended that you use the following browsers:

1. Google Chrome – available across all platforms including Chromebooks, Windows and
Mac.
2. Firefox – available across all platforms.
3. Safari – available on MAC. Not fully supported.
4. Microsoft Edge/Internet Explorer – not fully supported

QuickBooks Tip #1

There is a helpful list of shortcuts in QuickBooks Online. It can be accessed by pressing the
following keys at the same time:

CTRL + ALT + ?

When you press this shortcut, QuickBooks Online displays the list of Shortcuts.