It’s easy, just type the forward slash on your keyboard (/) to display the search bar or you can find this at the top right hand corner of the screen. From here simply type in a letter from the “Keyboard short cuts” list below. You can also type in the name of what you are looking for e.g. bank transactions, invoices, purchase orders, quotes or a contacts name.
For example, if you type in (c) or contacts, click + Add new you can add a new contact or type in a specific existing contacts name to view their details. Once their name appears, click on the drop down arrow beside it. This will appear with their details and any invoices they may have outstanding with you or that you owe them. If you type in (I) for invoices and click + Add new, a new invoice screen will appear.
Click here to watch a quick video to see how it’s done.