QuickBooks Online Tips & Tricks: Opening multiple QBO windows at once

QuickBooks Online Tips & Tricks

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)

  1. Right-click on the browser tab containing your QuickBooks Online company.
  2. Select Duplicate Tab.

Note: You can also do this by pressing Ctrl + K on your keyboard.

Mozilla Firefox

  1. Hold Ctrl on your keyboard while left-clicking and dragging the tab to the right.
  2. Release the mouse button to set the tab down, then release Ctrl.

Google Chrome

  1. Right-click on the browser tab containing your QuickBooks Online company.
  2. Select Duplicate Tab.

Solution 2: Opening a new QuickBooks Online tab using the Accountant Tools (only in QuickBooks Online Accountant):

  1. In the Accountant Tool-belt at the top of the page, click the Accountant Tools (briefcase) icon.
  2. 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:

Chrome: Ctrl + Shift + N

Firefox: Ctrl + Shift + P

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.

QuickBooks Online Tips & Tricks

QuickBooks Support and Accounting Services in NH

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.