QuickBooks Online For Dummies, 7th Edition

Chapter 15

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 QuickBooks company in much the same way that your client does; see Chapters 3 to 9 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

For the most part, navigating with a mouse is obvious: a click here and a 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 Google Chrome; see Chapter 18 for more information.

Using keyboard shortcuts

Keyboard shortcuts (see Figure 15-1) can save you time in QuickBooks. You can also find a list of shortcuts in this book’s Cheat Sheet, available at www.dummies.com.

FIGURE 15-1: Keyboard shortcuts you can use while working ...