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How to Use Bookmarks in QuickBooks Online

  • August 2014
  • QuickBooks Online
quickbooks online

Bookmarks are a huge time saver in QuickBooks Online, especially when using Chrome.  Here's how...

Let's say for example you look at your Profit & Loss statement often.  Let's put it on your Bookmarks bar so you have one click access.

Click on Reports, then Profit & Loss.

Quickbooks online P&L report

 

customize qboOnce you have the report up click on the Customize button in the upper right hand corner.  

Click on "Bookmarks and Bookmark this page?"

Name the Bookmark whatever you want -- (P&L) in my example and make sure to put it in the Bookmarks bar folder.

As you can see below now the P&L is on the Bookmark bar for easy one-click access.

QuickBooks online bookmarks

Also as you can see I have bookmarked other frequently used functions such as QBO Login, Reconcile and Write Checks feature.  Put the functions you use most on this bar and your navigation will be much easier, faster and fun to use.

More Tips & Tricks to come.  Keep coming back to learn more about QuickBooks Online - The #1 SaaS accounting product in the world!

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