Keyboard shortcuts can transform your productivity, making tasks quicker and allowing you to focus on more significant projects. In this guide, we will delve into the various keyboard shortcuts available in Gisto and how you can leverage them to streamline your workflow. Alongside keyboard shortcuts, we’ll also explore additional productivity tips, workflow strategies, frequently asked questions, and lessons learned for effectively utilizing Gisto. By mastering these tips and shortcuts, you can elevate your efficiency and achieve more with less effort.
Productivity Tips
1. Open Multiple Browser Windows
Opening multiple browser windows is a great way to manage multiple tasks simultaneously without losing track of your work. In Gisto, this can be particularly useful when you need to compare different data or switch between tasks quickly. You can use the keyboard shortcut Ctrl + N on Windows or Cmd + N on Mac to open a new browser window instantly.
Working with multiple windows also allows you to dedicate specific windows to different aspects of your workflow, such as separating research from documentation or personal tasks from professional chores. This reduces cognitive load and helps maintain focus.
2. Memorize These Handy Keyboard Shortcuts
Keyboard shortcuts are the bread and butter of efficient workflow management. In Gisto, commonly used shortcuts include Ctrl + S to save a file, Ctrl + C to copy, and Ctrl + V to paste. These shortcuts work universally across most applications, meaning they are crucial for any productive setup.
Other specialized shortcuts in Gisto include Ctrl + Shift + K to create a new gist, and Ctrl + Shift + E to edit an existing gist. Familiarizing yourself with these shortcuts can vastly reduce the time taken to perform routine tasks.
3. Set Up Recurring Transactions
Recurring transactions can save you a lot of time, especially for tasks that occur regularly like monthly subscriptions or regular payments. Setting these up in Gisto ensures that you don’t have to manually input the same data every time, thereby reducing the risk of errors.
To set up recurring transactions, navigate to the settings and follow the prompts to ensure all recurring data is entered accurately. Remember, automating these processes frees up your mental bandwidth for more intricate tasks.
4. Add Custom Fields to Your Sales Forms
Custom fields can make your sales forms more specific and pertinent to your business needs. This is especially useful if you deal with niche markets or have unique customer requirements. In Gisto, you can easily add custom fields by navigating to the form settings.
Adding these fields ensures all relevant information is captured and organized, facilitating smoother sales processes and better customer relations.
5. Predict Income and Expenses Using the Cash Flow Planner
The Cash Flow Planner is a powerful tool that can help you predict your future financial situation based on your current data. By utilizing this feature in Gisto, you can make informed decisions about budgeting and resource allocation.
Regularly updating and reviewing your cash flow projections helps you stay prepared for potential financial challenges and seize opportunities for growth.
6. Save Your Favorite Reports
Creating and saving reports tailored to your needs allows you to monitor critical business metrics effortlessly. In Gisto, saving your favorite reports for quick access ensures that you always have the most pertinent information at your fingertips.
Also, setting up a regular schedule to review these reports can provide insights into your business’s performance and facilitate timely decisions.
7. Install the QuickBooks Online Mobile App
Installing the QuickBooks Online mobile app provides the flexibility to manage your business finances on-the-go. This is especially useful for business owners who are frequently away from their desks but still need to stay updated about their financial status.
The app offers a range of functionalities including invoicing, tracking expenses, and generating reports, making it a vital tool for mobile productivity.
8. Use the QuickBooks Online Desktop App
The QuickBooks Online Desktop App offers a more stable and faster interface compared to the web version. It allows you to access your QuickBooks account directly from your desktop without opening a browser.
This app is optimized for performance and provides a seamless user experience, enabling you to manage your finances more efficiently.
9. Use the New Diagnostic Dashboard for Your Integrated Apps
The new Diagnostic Dashboard is a game-changer for monitoring the health and performance of your integrated apps. With real-time analytics and diagnostics, you can quickly identify issues and troubleshoot effectively.
Maintaining a healthy digital ecosystem ensures that all your apps work synchronously, boosting overall productivity.
10. Use the Audit Log
The Audit Log is an essential feature for maintaining transparency and accountability within your organization. It tracks changes and user activities within Gisto, providing a detailed account of who made modifications and when.
This log helps in identifying discrepancies, ensuring data integrity, and complying with audit requirements.
11. Set Up Invoice Reminders
Setting up invoice reminders ensures that you get paid on time without having to chase clients manually. Gisto allows you to customize reminders as per your business needs.
These reminders can be automated to send follow-ups at specified intervals, ensuring a smoother cash flow and reducing the manual workload of your finance team.
12. Use the Chart of Accounts to Check Account Balances Right Away
The Chart of Accounts is a powerful feature that provides a real-time overview of your account balances. This helps you track financial health at a glance, ensuring that you make informed decisions promptly.
Regularly monitoring your Chart of Accounts can also help you identify any irregularities early, allowing for timely corrective actions.
Workflow Tips
1. Connect Your Bank & Credit Card Accounts
Connecting your bank and credit card accounts to Gisto streamlines the process of tracking transactions. This ensures that all your financial activities are recorded in real-time, providing a comprehensive view of your finances.
Automating this process minimizes the risk of errors associated with manual data entry and saves time, making it easier to reconcile accounts and generate accurate reports.
2. Set Up Items for Every Product or Service You Provide
Setting up items for every product or service you offer ensures a well-organized inventory and pricing structure. In Gisto, this simplifies the invoicing process and provides clarity on your offerings.
This also helps in tracking sales and expenses related to specific items, aiding in more detailed and useful financial analytics.
3. Use the Undeposited Funds Account When Making a Deposit
The Undeposited Funds account acts as a holding accounts for customer payments until you deposit them into your bank. This is particularly useful for businesses that receive multiple payments before making a bulk deposit.
Using this feature ensures that your accounts accurately reflect the timing of when funds are received versus when they are deposited, enhancing financial accuracy.
4. Reconcile Your Bank Account at Least Monthly
Reconciling your bank account monthly is crucial for ensuring that your financial records align with your bank statements. This practice helps in identifying discrepancies like missed transactions or unauthorized charges early on.
Consistent reconciliation also simplifies the process of closing your books at the end of each financial period, making it easier to produce accurate financial statements.
5. Use Class & Location Tracking
Class and location tracking in Gisto offer an advanced way to segment your financial data. This is particularly useful for businesses with multiple departments or locations, allowing for a more detailed analysis of performance across different segments.
This feature ensures more precise financial reporting and helps identify areas that require attention or improvement.
6. Attach Source Documents
Attaching source documents directly to your transactions in Gisto offers a paperless way to maintain comprehensive records. This feature ensures that all necessary documentation is easily accessible when needed.
Having all related documents in one place simplifies auditing processes and enhances data integrity, providing a reliable foundation for your financial records.
7. Pay Bills Online Directly From QuickBooks
Paying bills online directly from QuickBooks is a convenient feature that streamlines the accounts payable process. It saves time and reduces the risk of errors associated with manual bill payments.
This feature also offers greater control over your cash flow, allowing you to manage payments efficiently and ensuring that all bills are paid on time.
8. Find a QuickBooks ProAdvisor
Working with a QuickBooks ProAdvisor provides expert guidance tailored to your business needs. ProAdvisors are certified experts in QuickBooks and can help you optimize your use of the software.
They offer valuable insights and practical tips that can enhance your financial management practices, driving your business towards greater efficiency and success.
9. Get the QuickBooks Live Bookkeeping Add-on
The QuickBooks Live Bookkeeping add-on provides you with a dedicated bookkeeper who can handle your day-to-day bookkeeping tasks. This is especially beneficial for small businesses that may not have the resources to maintain a full-time bookkeeping staff.
This service ensures that your financial records are always up to date, providing a clear and accurate picture of your business’s financial health.
10. Add an Accountant User
Adding an accountant user to your QuickBooks account allows your accountant direct access to your financial data. This feature simplifies the process of sharing information and facilitates better collaboration.
Your accountant can provide timely advice and insights based on real-time data, helping you make informed financial decisions and improving overall financial management.
11. Utilize Popular QuickBooks Online Third-party Integrations
Leveraging third-party integrations can extend the functionality of QuickBooks Online, enabling you to tailor the software to your specific business needs. These integrations can range from CRM tools to e-commerce solutions and more.
By integrating with tools that you already use, you can streamline workflows and enhance productivity, ensuring a more cohesive and efficient business operation.
12. Use Spreadsheet Sync
Spreadsheet Sync allows you to synchronize your financial data with external spreadsheets. This feature is especially useful for users who prefer working with spreadsheets or need to share data with stakeholders who do.
Using Spreadsheet Sync ensures that data is consistently updated and accurate, reducing discrepancies and facilitating better financial analysis.
13. Apply Tags on Transactions
Applying tags to transactions in Gisto helps in categorizing and organizing your financial data more effectively. Tags can be used to segment transactions based on projects, clients, or other criteria relevant to your business.
This feature provides a granular view of your financial activities, making it easier to track performance metrics and identify trends.
Frequently Asked Questions (FAQs)
Q1: Are there any keyboard shortcuts specific to Gisto?
A1: Yes, Gisto has several specific shortcuts like Ctrl + Shift + K to create a new gist and Ctrl + Shift + E to edit an existing gist.
Q2: How do I set up recurring transactions in Gisto?
A2: Navigate to the settings section in Gisto and follow the prompts to set up recurring transactions, inputting the necessary data to automate these processes.
Q3: Can I integrate Gisto with other tools?
A3: Yes, Gisto supports various third-party integrations that can extend its functionality and streamline your workflow.
Bottom Line
| Section | Content Summary |
|---|---|
| Productivity Tips | Includes tips on opening multiple browser windows, memorizing keyboard shortcuts, setting up recurring transactions, adding custom fields to sales forms, predicting income and expenses, saving reports, and using QuickBooks apps and tools. |
| Workflow Tips | Focuses on connecting bank accounts, setting up items for products or services, using the Undeposited Funds account, reconciling bank accounts monthly, class and location tracking, attaching source documents, paying bills online, finding a QuickBooks ProAdvisor, using live bookkeeping, adding accountant users, utilizing third-party integrations, using Spreadsheet Sync, and applying tags on transactions. |
| Frequently Asked Questions (FAQs) | Addresses common questions about Gisto keyboard shortcuts, setting up recurring transactions, and integrating with other tools. |
