Navigate QuickBooks Online Easily from a Client's Company - dummies

Navigate QuickBooks Online Easily from a Client’s Company

By Elaine Marmel

Much of mouse navigation in QBO is obvious; click here and click there. But, you can use a few not-so-obvious tricks to navigate easily, including some keyboard shortcuts. Some common navigation techniques are specific to Chrome.

Using keyboard shortcuts

Hidden away in QBO companies are keyboard shortcuts that you might want to use. See the following figure.

Keyboard shortcuts you can use while working in a client QBO company.
Keyboard shortcuts you can use while working in a client QBO company.

To view these shortcuts (and the current client QBO Company ID), press and hold Ctrl+Alt and then press the forward slash (/) key. Mac users, substitute Option for Alt here and in the next paragraph. If you press Ctrl+Alt+/ without opening a client QBO company, the Company ID you see is your own.

To use any of these shortcuts, press and hold Ctrl+Alt and then press the appropriate key to perform its associated action. For example, to open the Invoice window, press Ctrl+Alt+I.

Opening multiple windows

Many times, accountants want to work with multiple windows, and you can do that in QBO. Within the same QBO company, you can duplicate a browser tab using the New Window command on the Accountant Tools menu on the QBOA toolbar.

Use the New Window command while working in a QBO company to duplicate the window you're viewing.
Use the New Window command while working in a QBO company to duplicate the window you’re viewing.

If you’re using Chrome to work in QBO, you also can duplicate a browser tab by right-clicking the tab and choosing Duplicate. In Firefox, you can duplicate a browser tab by clicking in the address bar and pressing Alt+Enter.

When you click the New Window command, QBO opens a new browser tab and displays the same information that appears in the original browser tab. But, from that point, you can display different information for the same company in each browser tab. And, if you’re working in Chrome on multiple monitors, you can split the tabs onto different monitors. Drag the tab you want to place on a different monitor in a downward direction, and it splits away from the browser. You can immediately drag it to another monitor, or you can release the mouse button, in which case a second instance of Chrome appears. You can then drag either instance to a different monitor.

The same technique works in Firefox; drag a Firefox tab downward and release the mouse button. The tab splits away and appears in a second instance of Firefox. You can then drag either instance to a different monitor.

Working in two companies simultaneously

Suppose that you’re done working with one client and want to open a different client. You can click the Go to Client’s QuickBooks button on the QBOA toolbar and select a new client. Or, you can click the Accountant button in the upper- left corner of the QBOA interface to redisplay the Client List page and then click the QuickBooks icon for the client QBO company you now want to open. Either way, QBOA displays the information for the newly selected client.

That brings up the question, “How do I work in two different companies simultaneously?” Well, you can open a different browser, sign into QBOA, and open a second client QBO company. For example, if you’re working in Chrome, you could open Firefox using the same QBOA login information. You can then open two different companies, as shown.

To work in two companies at the same time, you can use two browsers.
To work in two companies at the same time, you can use two browsers.

If you’re working in Chrome, you also can take advantage of Chrome users and open Chrome as a different user. You’d have, effectively, two instances of Chrome running simultaneously.