Solutions for Small to Mid-sized Businesses

Intuit believes in the power of the individual. The power to do more. To make more. To be more.  They believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that’s balancing the household budget, running a business or paying taxes. They believe in these people because they are these people. They are innovators, and have been at it for more than three decades. And they don’t stand still!

Starting small in 1983 with Quicken® personal finance software and reinventing themselves with the introduction of QuickBooks® in 1992, they quickly became the #1 Accounting Solution for Small Businesses and have changed the lives of over 45 million people.

Whether you are a “solopreneur” or the head of a multi-million dollar company, QuickBooks® has a solution for your accounting software needs: Desktop, Networked, Enterprise, Payroll or Online, there is something to be considered by most SMB’s.

Call us to speak with a QuickBooks®
professional (760) 722-6839

Learn more

Give your business an “edge” with T.E.A.M.

Learn more about how our “T.E.A.M.” approach can help your small business.
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AdvantEdge QuickBooks® Support and Training

We have learned through our experience of servicing small businesses that to use QuickBooks® accurately you must be supported and trained.

QuickBooks® software has greatly simplified the bookkeeping process, but no accounting package, however user-friendly, can be operated without sufficient understanding of its features and functionality.

Our goal at AdvantEdge Accounting Solutions is to empower you to make the most of your QuickBooks® software and to have the confidence in your financial information that you need to manage your business effectively. By knowing how to utilize all of the functions of QuickBooks®, you will be able to make better business management decisions for better profits. Mastering the Cash Flow Projection function will make you better prepared for those “tight” months.

Combining the technical skills of a QuickBooks Advanced Certified ProAdvisor® with the accounting experience of a Corporate CFO/Controller, we can ensure proper setup of your QuickBooks® to guarantee the integrity of your reports.

“Remember … Accurate Financial Statements are just a click away … when you know what to click!”

QuickBooks® Advanced Certified ProAdvisors®

Jodi Ryan is a Certified ProAdvisor® and can help you get the most out of Intuit® QuickBooks® and QuickBooks® Online (QBO).

Get help with QuickBooks® : Call us today (760) 722-6839

Make the Most of your Keyboard with QuickBooks® Shortcuts



CTRL+M Memorize Item
CTRL+T Bring up Memorized Transaction List
CTRL+A Show Account List
CTRL+R Open Register
CTRL+Q Quick Report on highlighted list element
CTRL+D Delete
CTRL+I Create Invoice
CTRL+W Write Check
CTRL+1 or F2 Show Product Information Screen
CTRL+DELETE Deletes the selected line from a transaction
CTRL+INSERT Insert a blank line in selected area of a transaction
ALT+? Press any “button” with ALT + the letter that is underlined … Example: ALT+S = Save & New
ALT+F4 Closes the QuickBooks software
About that DATE field:  Navigate your calendar with ease

QuickBooks assumes the current year, so typing just the 2 numbers for the

month and the 2 numbers for the day will default the year.
ALT+DownArrow Show Calendar
+ Next Day
Previous Day
T Today
W First Day of the Week
K Last Day of the Week
M First Day of the Month
H Last Day of the Month
Y First Day of the Year
R Last Day of the Year

About those LIST fields …

  • Typing the first letter(s) in any field with a drop down will take you to
    the first occurrence of that/those letter(s).
  • Typing the same letter again will take you to the next, etc.
  • and Enter will auto fill the field with that selection.
Standard Windows Shortcuts that work in QuickBooks:
  • CTRL+C  Copy
  • CTRL+X  Cut
  • CTRL+V  Paste
  • CTRL+F  Find