When using QuickBooks®, the ability to open multiple windows is a huge timesaver, and an easy way to make comparisons across multiple reports or QuickBooks features. Multiple windows are commonplace among QuickBooks Desktop users, but QuickBooks Online Accountant (QBOA) users often don’t realize that they can take advantage of the time savings of multiple windows, too. There are a few methods to accomplish this, and we’ll give you the best practices to get the most out of QBOA.
https://omovxrq.weebly.com/blog/mac-apps-open-at-startup. Best Method: The QuickBooks Desktop App
I was visiting with my CPA recently and he was complaining about QBO not having multiple windows to work in. I mentioned you can right click and hit duplicat. On his Dell, you can save the business file (a copy) to a Mac format & burn to disc. Then simply add the business file to his Mac Quickbooks. The only problem is, I've been reading in the Quickbooks Forums that the conversion is not very complete because the Windows version has features the Mac version doesn't. 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. Several years ago, Intuit released the QuickBooks Online desktop app for Mac computers, a desktop app that provided you with all the benefits that you get from having a native app on your computer (speed, keyboard improvements, etc.), but that accessed your QuickBooks Online account.
For best results, download the QuickBooks Online (QBO) Desktop App for PC or Mac. The desktop app is a thin client that’s installed on your computer and allows you to access QBOA and your clients’ files. It offers a bunch of add-on features that your typical web browser can’t handle. The New Window function is especially helpful because each open window automatically refreshes with updates made in real time. No other solution for multi-window QBO browsing provides this automatic refresh capability, so if up-to-the-second comparisons are important to you and your workflow, follow these steps:
- Download the thin client for PC or Mac, depending on your OS.
- Log in with your QBOA credentials.
- Important: Choose the name of your QBOA Firm from the company selection list. You will see all of your clients listed on this page, but won’t be able to access them unless you choose you Firm’s name from the list.
- Once logged into QBOA, you can start using New Windows right away by right clicking on any link, or choosing “New Window” from the File Menu.
You won’t be able to have multiple client files in open multiple windows at the same time, but you will be able to see updates made in each window, reflected in real time across all windows.
Main menu mac app. Multi-Client Method: Browser Users and New Windrows
If you need to have multiple QBO client files open at the same time, you’ll need to follow a couple of extra steps within your web browser, but it can be done! Be careful with this approach, as you don’t want to get your clients’ books mixed up with one another!
There are two general ways to log into two clients at once:
- Set up multiple users within your browser. Google Chrome offers a simple way to set this up. You will need to sign into QBOA separately in each user window, but once you do, they operate completely independently from one another.
- Sign in via an incognito/private browsing session, or a separate browser entirely. Most web browsers offer a private browsing session as a feature that can be used to sign into a unique QBOA instance. You can also have multiple browsers installed on the same machine and log into QBOA separately for each browser.
Quickbooks Online App For Desktop
Be careful using this approach – QBOA has safeguards built in to help protect you from mixing up your clients’ books, but following the steps above removes those safeguards. Apple tv plus mac app.
Simplest Method: New Window in the Browser
QBOA actually has a built-in feature to launch a New Window of your clients’ books as well. To use it, follow these steps:
- Log in QBOA.
- Access the client you’d like to work on.
- Click on the Accountant Toolbox, and choose New Window.
Your client’s QBO file will open in a new browser tab, and you can navigate throughout each tab separately. Macos catalina unsupported apps. Unlike the QBO Desktop apps, these tabs will not update in real time, but this is a good option to quickly open a new page for comparison.
Of all the options, the QuickBooks Desktop apps offer the most functionality around opening in new tabs. Hopefully, these tips help save you some time when navigating around client files in QBOA. If you’ve got more questions or best practices, share them in the QuickBooks Community to hear from other QBOA users.
If you’ve switched from QuickBooks for Windows to QuickBooks Desktop for Mac, you’ve probably noticed some differences. QuickBooks Desktop for Mac is built as a Mac product from the ground up, so the interface will be familiar if you’ve used other Mac applications. If you’re used to using keyboard shortcuts on Windows, they’ll be different on the Mac. See our article for a complete list of shortcuts on the Mac.
Converting your company file
Because QuickBooks Desktop for Mac doesn’t have all the features of its Windows counterpart, not all data converts when you move your company file from Windows. See our article on opening your company file on your Mac for a complete list of data that does and does not convert from QuickBooks for Windows.
Features
Here are some of the biggest differences between QuickBooks Desktop for Mac and QuickBooks for Windows:
Open Multiple Windows In Quickbooks Online Mac App Free
- Accountant’s Copy. You can share your QuickBooks Desktop for Mac file with your accountant, but you won’t be able to continue work in it. To find out how to do this, search for “roundtrip” in online Help.
- Online payroll. QuickBooks Desktop for Mac exchanges data with the online QuickBooks Payroll for Mac service. Payroll is not part of QuickBooks Desktop for Mac as it is on Windows.
- 3rd party app integration. Any applications that rely on the QuickBooks SDK, WebConnector, or App Center to access QuickBooks data will not integrate with QuickBooks Desktop for Mac.
- Inventory. QuickBooks Desktop for Mac does not have units of measure or assembly items.
- Multicurrency. QuickBooks Desktop for Mac does not support multicurrency.