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.
Best Method: The QuickBooks Desktop App 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
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