QuickBooks Tips: Keyboard Shortcuts and Customer Deposits

QuickBooks Online has a number of helpful keyboard shortcuts. Press CTRL + ALT + ? to display the list.

Note: when talking to QuickBooks customer support and they ask you for your Company ID, you will see it at the top of the Keyboard Shortcuts list.

QuickBooks Online Keyboard Shortcuts

Customer Retainers & Deposits

Do you need to track retainers and deposits from customers? There are two steps to set this up, and then you can record the deposit using the Customer Deposit service item. Later after the services are complete, you can add the deposit/retainer item and enter the amount as a negative. Click here for more details on how to set this up, or contact your DMS representative for assistance.

Maria Angotti
Chief Onboarding Officer, QuickBooks Certified ProAdvisor