How to Change The Selected Text Capitalization in QuickBooks

When it comes to using QuickBooks, maintaining accuracy is essential to avoid accounting errors. One area where you might face challenges in ensuring this precision is text case. If you’re uncertain about how to modify text case in QuickBooks, this article will offer a detailed guide to help you master this skill.

What Is QuickBooks?

QuickBooks is a financial software solution developed by Intuit. It offers a comprehensive range of accounting and bookkeeping features that help businesses manage their finances efficiently, such as invoicing and payroll to expense tracking and tax preparation. The app’s user-friendly interface and robust reporting capabilities make it a go-to choice for businesses seeking to maintain accurate financial records while streamlining operational efficiency. 

Built-in Ways to Change Text Capitalization in QuickBooks

Unfortunately, QuickBooks doesn’t have a built-in way to change text case or capitalization. When you need to adjust the text case in QuickBooks, you have two choices: the more tedious manual method or a quicker in-place solution, which is why we’re here. First, we’ll explain how to do it manually in QuickBooks, and then we’ll show you the faster way to change text case without leaving QuickBooks

Using Microsoft Word To Change Capitalization In Quickbook

1. Copy the text from QuickBooks.
2. Paste it in an MS Word document. 
3. Select the text in MS Word. 
4. Go to Home > Change Case and choose your preferred text case from the available options. Alternatively, press SHIFT+3 to toggle among UPPERCASE, Title Case, and lowercase. 
5. Copy the text (in its new case). 
6. Go back to QuickBooks and paste the text in your desired field. 

Please note that you don’t have to use Microsoft word. You could use any word processor. But obviously it’s not what you’re looking for. A better solution would be a program that integrates with QuickBooks that lets you convertcase or change capitalization directly in QuickBooks. Let’s go over that now.

Change Selected Text Capitalization in QuickBooks 

To be able to use shortcuts to change the text capitalization you can use AnyCase App, A Windows app that fully integrates with Quickbooks, and allows you to capitalize your text directly in Quickbooks fields. This means that AnyCase can alter the case of text in QuickBooks right within QuickBooks.

Here’s the steps to get you started in less than a minute

1. Download and install AnyCase App. 
2. After installation make sure that AnyCase App is open
3. Select any text in Quickbooks. 
4. Click on uppercase or lowercase as a test in the app windows
5. That’s all. The selected text will automatically switch to your chosen text case.

Now that AnyCase is working you can use the shortcuts listed in the table, to change the case of any selected text for quick conversions in QuickBooks.