As we become more tech-savvy as a society, so many of us are now using multiple monitors. Just yesterday, I visited a client who was using 3 computer monitors at his desk. Did you know that with just a few QuickBooks Online browser tips and tricks you too can work with QuickBooks in multiple windows in your browser?
Let’s go over these easy QuickBooks Online browser tips and tricks.
1. Use Google Chrome
Have you been blaming QuickBooks Online for working slow? It’s not the QBO – it’s your browser. Google Chrome works faster and better than any other browser. Many new users complain that QuickBooks Online doesn’t work right when in fact they are probably using Internet Explorer.
Be sure to download Google Chrome and you will see how much better QuickBooks Online runs.
2. QuickBooks Online Mac App
Are you a Mac user? QuickBooks Online will run faster and better using the all new QuickBooks Mac App. It’s free! Check out a free video learn about the QuickBooks MacApp and download it here for free. The QuickBooks Online Mac app will give you the Mac experience that you are used to while improving functionality and speed.
3. Work in Multiple Tabs and Windows
Did know that you can work in multiple windows or tabs in your browser? In Google Chrome, right click the tab and select Duplicate to open another tab.
This opens a duplicate tab in your browser as shown below.
This is helpful if you want to work with the Customer Center in one tab, for example, and work with invoices in the other tab. You can work on the invoice in one tab and look up customer notes in the other tab.
You can also work with multiple reports. Open the Profit & Loss report in one tab and Balance Sheet in another report.
You can work with any number of open tabs in QuickBooks Online. I do this all the time because I can work faster – I don’t have to close one menu or window to get into another one. Try it and you’ll see how easy it is.
Be careful – if you make a change in one tab and wish to work on the tab – refresh the second tab so that the changes will be reflected in the other tab.
4. One Click Reports
You can run your favorite reports without having to go to the Reports Center. Open your favorite report – like the Profit & Loss. Bookmark the report in your browser by clicking on the Star icon as shown below.
Change the Name to Profit & Loss (or to the name of the report). Click Done.
The bookmarked page will be added
If your bookmarks bar isn’t showing on your browser, click on the settings icon. Click Bookmarks > Show Bookmarks Bar.
The report will show up in your bookmarks bar as shown below.
To run the report again, simply click on it from the favorites bar (you must be signed into QuickBooks Online)
4. View Previously Opened Pages
Click on the back arrow to go back to the previous page.
Click on the left arrow with the left mouse button and hold it. You will see a list of pages previously viewed. Click on the page that you want to view.
Check out my video QuickBooks Online browser tips and tricks on YouTube for step by step instructions.
I trust that you find these QuickBooks Online browser tips and tricks useful and that they help you to work faster so you can get some 5Minute Bookkeeping done!
Any questions? Just leave a comment below!