Entering Dates in QuickBooks

If you’ve checked out my blog recently, you may have noticed that I really appreciate shortcuts when working with data entry. Since entering accurate dates on transactions is essential to keeping accurate books, I really appreciate the ways that many applications make entering them easier.

Both QuickBooks Desktop (QBD) and QuickBooks Online (QBO) have some really nice shortcuts for entering dates.

First of all, it is not necessary to enter dates exactly as they appear in the program. For example, if you uses slashes (“/”), you don’t have to enter leading zeroes or include the century. For example, to enter January 1, 2019, one can simply type 1/1/19. 

You can also easily move forward and backward a day by using the plus (“+”) and minus (“-“) keys.

Perhaps the the most innovative shortcuts are entering beginning and ending dates for weeks, months, and years. For each of those dates, you can type the first letter for the first day, and the last letter for the last day.

  • Y – First day of the current year (Year)
  • R – Last day of the current year (Year)
  • M – First day of the current month (Month)
  • H – Last day of the current month (Month)
  • W – First day of the current week (Week)
  • K – Last day of the current week (Week)

Of course, date shortcuts are just one of the many hints I have to share. Stay tuned for future posts about some other great shortcuts to make using the products I support more efficient.

Do you have any favorite hints or tips? Please share them in the comments below, or send me a message.

You may also want to check out my previous entries for date shortcuts in ClientBase and Trams Back Office:

 

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to top