Simplest Method: New Window in the Browser You can also have multiple browsers installed on the same machine and log into QBOA separately for each browser.īe 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.
Most web browsers offer a private browsing session as a feature that can be used to sign into a unique QBOA instance. Sign in via an incognito/private browsing session, or a separate browser entirely.You will need to sign into QBOA separately in each user window, but once you do, they operate completely independently from one another. Google Chrome offers a simple way to set this up. Set up multiple users within your browser.There are two general ways to log into two clients at once: 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! Multi-Client Method: Browser Users and New Windrows
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. 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 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. Important: Choose the name of your QBOA Firm from the company selection list.Download the thin client for PC or Mac, depending on your OS.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: The New Window function is especially helpful because each open window automatically refreshes with updates made in real time. It offers a bunch of add-on features that your typical web browser can’t handle. The desktop app is a thin client that’s installed on your computer and allows you to access QBOA and your clients’ files. There are a few methods to accomplish this, and we’ll give you the best practices to get the most out of QBOA.įor best results, download the QuickBooks Online (QBO) Desktop App for PC or Mac.
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. 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.
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