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How to Increase Productivity and Efficiency in QuickBooks Online

Updated: Aug 2, 2023

Many clients find themselves in a juggling act between running their business and keeping up with tracking everything that goes into their business. Clients tend to focus more on the business side, rather than the accounting side. In this article, we can teach you some quick tips that are easy to learn and will help you boost your efficiency in QuickBooks Online.

For starters, if you ever find that your QuickBooks Online isn’t running smoothly, it might be your browser. QuickBooks recommends that you use Google Chrome when using QuickBooks Online. This is because Chrome is the most user-friendly browser, and the QuickBooks Online community agrees as they use Chrome as their preferred browser. At BrightBooks, we also recommend that you use Chrome for a seamless browser experience.

See below for some easy ways to make your life easier when it comes to the everyday accounting that needs to be done in order to keep your business up to date.

Quick Tips and Tricks:

1. Duplicating your current window without closing the current screen.

  • Windows: Right-click the browser tab and select Duplicate.

  • Mac: Command-Select the browser tab and select duplicate.

2. If you have trouble tracking your travel expenses, try utilizing the mobile app to improve your efficiency!

  • Mileage will be tracked and recorded automatically!

  • A cluster map of when and where you traveled can help you determine a more efficient route for daily driving.

3. Do you have clients that are billed monthly, or expenses that are made weekly?

  • Recurring transactions can be created, that way you won’t have to worry about entering them every single week, two weeks, or any other time frame!

4. Tired of entering all your bank accounts transactions?

  • Try setting up automated banking so that your transactions can match up with the bank feed.

Contact Us

Our staff at BrightBooks are ready to help you with setup, training and ongoing bookkeeping so you may focus on growing your business. Contact our professionals at 203-987-4111. Or contact us online via our contact form.

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