Search before you hunt the sidebar
⌘K (Ctrl K) finds screens, companies, parties, and documents faster than opening every group.
QuickstartFor Business owners, Bookkeepers, Firm staff
The habit
Press ⌘K on a Mac or Ctrl K on Windows anywhere in the workspace. Type the screen (“Bank Feed”), a vendor, or a document name. Instant search is faster than expanding Close, Reports, and Client Settings in turn.
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