5 Tips on Increasing Your Productivity While Working with QuickBooks

by James Antonio

Tips on Increasing Your Productivity While Working with QuickBooks

According to Statista, almost 70% of businesses worldwide are familiar with QuickBooks. Many of them are using or have used it for their accounting needs. This highly popular and user-friendly tool helps simplify financial management for businesses, individuals, and professionals.

QuickBooks has a comprehensive set of tools for all your accounting needs. To make sure that you are optimizing the software at its full potential, here are some tips on how you can increase your productivity using these QuickBooks routines.

Increasing Your Productivity While Working

1. Keep Track of Everything

Managing your finances also entails keeping track tons of paperwork. From invoices, receipts, bank statements, tax deductions, and payments, you must make sure that everything is accounted for. If you let all these documents pile up, you will waste time sorting and organizing files after files.

By using QuickBooks automation tools, you can keep track of everything without breaking a sweat. It automatically monitors all your expenses and income from your bank accounts, credit cards, and other online payment channels. It can also generate your invoices and track down their statuses. Likewise, it can run reports and create your financial statements. This way, you are always up to date with your financial conditions as you do your other tasks.

2. Eliminate Manual Data Entry

Data entry can be a bane for many people. Typing down lines of data after data can be time consuming and repetitive. Not to mention, you risk committing errors in the process. It does more than hamper your productivity. It can also contaminate your data.

Through QuickBooks, you can eliminate manual data entry by importing and exporting data. This allows you to automate QuickBooks data entry. Instead of typing everything down one by one, you can simply upload the document containing all the needed data into the software. And if you plan on migrating certain data into a different book, you can download the files directly from QuickBooks instead of redoing everything from scratch.

3. Leverage the Power of the Cloud

Cloud computing is slowly gaining momentum in the finance sector. In fact, QuickBooks and other popular accounting software have started harnessing its power and benefits. Through cloud technology, you can access your software and data anytime and anywhere. It can also allow cross-platform compatibility, meaning you can do work in your laptops, smartphones, and tablets.

The boost in flexibility means you can seamlessly transfer data and workflows from one device to another. Aside from this, it also makes collaboration easier and smoother. You can use cloud technology to centralize files and documents for the rest of your team. With that, here is an overview of accounting software by CompareCamp to help you identify other accounting software that leverage cloud technology.

4. Integrate with other Third-Party Apps

QuickBooks may be one of the most well-known accounting software out there, but it still has its own limitations. For one, it has no built-in bulk export data option. Likewise, its bulk import and delete data are only available in certain versions of QuickBooks. This forces you to upload, download, and delete data one by one.

Fortunately, there are many QuickBooks online integrations to choose from out there. Through these third-party apps, you have access to more tools and features that go beyond what QuickBooks originally offers. One example is Dancing Numbers. It provides you with alternative tools aside from what QuickBooks offers for better data management.

5. Take Advantage of the Keyboard Shortcuts

Sometimes, you might find it too much of a hassle to remove your fingers from the keyboard just so you can click on a certain tab in QuickBooks. It might seem trivial at first, but the travel time between the keyboard to the mouse or mouse track can also take up time and disrupt your workflow.

If you find yourself struggling with the same issue, you should consider familiarizing yourself with the various keyboard shortcuts in QuickBooks. There are around 20 or more different shortcuts that you can use for both Windows and Mac users. For example, you can press Ctrl + F to open the find transaction window. You can also press Tab to go to the next data field or Shift + Tab to go back to the previous one. This can save you a small amount of time, but when it all accumulates in the end, you can improve your productivity in the long run.

Increasing Productivity with QuickBooks

QuickBooks is one of the most popular accounting software out there. Its easy-to-understand interface makes it appealing for both professionals and beginners alike. Not to mention, it provides a comprehensive series of features to streamline your processes and workflows.

But with its vast repository of tools, you might struggle in utilizing your QuickBooks software to its fullest potential. So keep these tips in mind so that you can further boost your productivity while working with QuickBooks.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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