Using Multiple Windows in QuickBooks Mac App QuickBooks lets you open multiple transactions and reports in new windows. This can be useful when you want to see different reports side-by-side, or if you need to reference an old estimate or invoice when creating a new and similar one. . New to QuickBooks Online? DOWNLOAD the best accounting app today, register for an account, and try it FREE for 30 days! No credit card required, and no obligation to purchase. FREE trial includes unlimited access to QuickBooks on the web and your mobile devices. Not compatible with QuickBooks Desktop for Windows or Mac. Note: It is important to keep in mind that you must use the same version of a Mac-based and Windows-based version to convert and open the file in the later system. For example, if you are using QuickBooks for Mac 2017, the receiver must use QuickBooks for Windows 2017 for seamless operation.
Working in a browser is a lot different than working in desktop software, but once you’ve adjusted, you may find yourself working faster and being able to view more information you need all at once.
Want to review two or more reports side-by-side? Want to create a payment on one screen while reviewing a bill on another? Using browser tabs, you can open multiple windows in QuickBooks® Online at the same time. This makes it easy to compare, cross-reference or multitask, without closing the page you are working in.
There are a few different ways to open multiple windows, but let’s start with a shortcut that only accountant users have in QuickBooks Online: the New Window button in the Accountant Toolbox.
While in a client file, go to the Accountant Toolbox drop-down menu and select New Window.
This will duplicate whatever page you are on in another tab. Run android app on my mac.
From that second tab, you can navigate to another page in QuickBooks Online.
If you are not an accountant user, or would prefer to open another tab in a different way, how you do so depends on the browser you are using.
Google Chrome:
Right-click on the browser tab and select Duplicate Tab.
Internet Explorer (supported versions):
Right-click on the browser tab and select Duplicate Tab.
You can also press Ctrl + K on your keyboard.
Mozilla Firefox:
Hold Ctrl on your keyboard while left clicking and dragging the tab to the right.
Release the mouse button to set the tab down, and then release Ctrl.
From the second tab, navigate to another page of QBO. Mobile connect app mac.
You can open many, many tabs in any given browser, so feel free to repeat this process to open as many pages as you need for that client. On Windows, you can toggle between tabs using Ctrl + Tab on your keyboard (Ctrl + Shift + Tab to go backwards).
Now, what about viewing these screens side by side?
Close all open apps mac. Hold down your mouse on one of the tabs to drag and drop the window to another monitor. You are not limited to two windows either. You can open as many tabs, as needed, and drag and drop them across multiple monitors. I have seen accountant desks that look kind of like a space station!
Only using one monitor, or on a laptop? On most Windows machines, you can either drag and drop, or hold down your windows key and a right or left arrow to “snap” the browser page to fit on one side of the monitor. Then, repeat this on the opposite side with your second tab.
You may want to use the hamburger icon and arrow in QuickBooks Online to collapse the left navigation panel to give yourself more space, especially when viewing reports, such as a Balance Sheet and Profit and Loss, side-by-side.
Mac users can use split view for a similar experience.
It is important to note that if you make changes in one window/ tab, you will want to refresh the other windows/tabs to see the changes reflected. On Windows, click F5 on the keyboard, or use the refresh button on your browser. On Mac, use Command + R, or the refresh icon.
If you run a small to medium-sized business, you’re likely among the millions of professionals who use QuickBooks to manage your accounting. And since you probably have a million things to do, chances are, you’d greatly appreciate any opportunity to save time during your work day. If so, these Quickbooks Online Tips & Tricks are for you!
Did you know that when using QuickBooks Online, browser tabs allow you to open multiple screens at the same time and switch between them with a single click? By following these QuickBooks Online Tips & Tricks, you can easily compare reports, multitask, and reference data elsewhere in the company—without leaving your current page.
QuickBooks offers three different “solutions” for doing this:
Solution 1: Opening a new QuickBooks Online tab using your browser (available to all QuickBooks Online users):
You can open a new tab by middle-clicking (clicking using the scroll wheel) on most links in QuickBooks Online. You can also duplicate your current tab. The process for this varies slightly, according to which browser you use:
Internet Explorer (all supported versions)
- Right-click on the browser tab containing your QuickBooks Online company.
- Select Duplicate Tab.
Note: You can also do this by pressing Ctrl + K on your keyboard.
Mozilla Firefox
- Hold Ctrl on your keyboard while left-clicking and dragging the tab to the right.
- Release the mouse button to set the tab down, then release Ctrl.
Google Chrome
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- Right-click on the browser tab containing your QuickBooks Online company.
- Select Duplicate Tab.
Solution 2: Opening a new QuickBooks Online tab using the Accountant Tools (only in QuickBooks Online Accountant):
- In the Accountant Tool-belt at the top of the page, click the Accountant Tools (briefcase) icon.
- From the Accountant Tools drop-down menu, select New Window.
Solution 3: Opening multiple companies at once (available to all QuickBooks Online users)
Yes, you can access more than one company at the same time. However, use caution when doing so—it can be easy to mix them up and enter data in the wrong company!
Three ways to open multiple companies at once:
1. Access QuickBooks Online using different browsers. For example, you could open one company in Chrome and another in Firefox.
2. Open a second company in Private or Incognito browsing, using the appropriate shortcut keys for your type of browser:
Force empty trash mac app. Chrome: Ctrl + Shift + N
Firefox: Ctrl + Shift + P
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Internet Explorer: Ctrl + Shift + P
3. Open an additional company using a new Google Chrome user. You can create a new Chrome user from the Chrome Settings menu, using the Add Person button. Each user can open one company at a time.
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We hope you find these QuickBooks Online Tips & Tricks helpful. If you need QuickBooks support, or assistance with your accounting, bookkeeping, or taxes, contact the professionals at Tax Services of Londonderry, NH. Our team of experts will help you save time and money so you and focus on managing your business and meeting the needs of your customers.