QuickBooks Online For Dummies, 5th Edition

Chapter 14

Working in a Client’s Company

IN THIS CHAPTER

Navigating with shortcuts

Working with transactions

Documenting miscellaneous client information

Communicating with clients

You work in a client’s QBO company in much the same way your client does; see Chapters 4 to 10 for detailed information. In this chapter, I focus on ways you can navigate easily, search for and review transactions, and communicate with clients.

Making Navigation Easy

Much of mouse navigation is obvious; click here and click there. But, you can use a few not-so-obvious tricks to navigate easily, including some keyboard shortcuts. Some common navigation techniques are specific to Chrome; see Chapters 17 and 18 for more information.

Using keyboard shortcuts

Hidden away in QBO companies are keyboard shortcuts that you might want to use. I show them here in Figure 14-1, and you also can find them on this book’s cheat sheet.

FIGURE 14-1: Keyboard shortcuts you can use while working in a client QBO company. ...