Wednesday, January 14, 2009

Using Shortcuts in QuickBooks Online

Have you ever wondered what that little blue arrow is for, just to the right of the Reports menu in QBOE? That is the Shortcuts menu. If you don't use it, you should.

It takes forever to get to some of my favorite screens in QuickBooks Online. Let's say I want to check my Accounts Receivable. I have to do the following:

1. Go to Customers
2. Click Customer Overview
3. Click A/R Aging Summary

Only three steps. Not so bad, you say. Well the problem is that the Customer Overview page can take forever to load. Also it sometimes loads rather clumsily, meaning that a click that is slightly off target can take you to the wrong page. Then it has really taken a long time.

So how do you avoid it? On one of your favorite screens, simply go to that Shortcuts menu (the blue arrow just to the right of the reports menu). Then click "Add Shortcut." Click OK or choose a different name. Now refresh the page and check out the Shortcuts menu again. Presto! You now have one-click access to your favorite pages in QuickBooks Online.

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