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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