![]() Keep in mind that if you change this setting, you'll have to either press Ctrl-Enter to save a record, or navigate to the Save & New button and then press the Enter. Select Pressing Enter Moves Between Fields, as shown in Figure 1. To do so, choose Edit, Preferences, and then General. Typically you use the Tab key to move between fields, but it might be more efficient to change the setting and use the Enter key instead. In this article we'll explore a variety of ways that you can quickly carry out tasks in QuickBooks. Using this technique might also help minimize wear-and-tear on your wrists. Typically your hands are already on the keyboard, so take advantage of the shortcuts built into the application to save you time. You're accustomed to using your mouse to navigate your way through QuickBooks, but you may not realize that there are faster ways to get your work done in QuickBooks. Tell me more.Getting Things Done Fast with QuickBooks Keyboard Tricks What should I do after conversion: This screen provides you with a checklist and helpful links regarding what you need to do to finish setting up your company in Sage 50 and to start using it. You can view the conversion log to see what was converted and any errors that were encountered, if you want to. Tell me more.Ĭonversion Complete: This window lets you know that the conversion has been completed. Set up Employees and Payroll: If your QuickBooks company contained employees, you will see several windows that allow you to set up your payroll system prior to starting Sage 50. Tell me more.Ĭonversion in Progress: This window appears while your data is being converted. Review Lists: You'll see this window if you chose to review lists before starting the conversion on the Ready to Convert window. When you are satisfied with the displayed conversion options, press the Next button to review lists or start the conversion ![]() You can choose to review lists of information that will be converted before the conversion, if necessary. You can either proceed with the conversion or use the Backīutton to return to the earlier windows and make any needed adjustments. Will see a summary of all conversion options you have chosen in previous The default expense and sales accounts for your converted company. This window asks you which general ledger accounts you want to use as The first question may already be answered based on information from your QuickBooks company. Tell me more.Īsks whether you want your converted company to use the accrualĬhoose the first period of your fiscal year: On this window, you'll answer questions for setting up your fiscal year. Specify proposal complete-by dates: If you are converting to a Sage 50 Premium Accounting or higher company, Estimates from your QuickBooks company will be converted to Proposals in Sage 50 and you will have the opportunity to enter a complete-by date for them. Specify quote good-through dates: If you are converting to a Sage 50 Premium Accounting or Sage 50 Pro Accounting company, Estimates from your QuickBooks company will be converted into Quotes in Sage 50 and you will have the opportunity to enter good-through dates for them. Sage 50 will automatically create IDs for these accounts. Review Account Numbers: Sage 50 requires that accounts that make up your chart of accounts have Account IDs. Loading QuickBooks Company: You'll see this screen while your QuickBooks company information is being loaded so that it can be converted into Sage 50. Open Company in QuickBooks: You must have the company open in QuickBooks before you can convert. If you choose to convert some transactions in addition to lists, you can select the transactions based on a date range. What would you like to convert?: Here, you can select which QuickBooks data you want to convert. Which QuickBooks company are you converting: On this window, you select which QuickBooks company you want to convert. Once you're ready to begin the conversion, you can click the Nextīutton to continue. The first window, the Welcome to the QuickBooks to Sage 50Ĭonversion window, tells you the types of things you should do in QuickBooks before you begin the conversion. The Conversion wizard is made up of a series of windows with instructionsĪnd options.
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