Welcome to QuickBooks Online for Nonprofits.
My name is Ufuoma Ogaga, I am the Owner of Goshen ...
Bookkeeping & Consulting.
I am a Financial Controller and a QuickBooks ProAdvisor ...
helping nonprofits to increase profitability
mission at a time.
I am going to show you how to enhance your QuickBooks ...
Online experience using some Chrome Tips.
Tip #1:
Create a QuickBooks Online "Person" in Chrome.
Chrome allows you to create multiple user identities that ...
can be customized with different bookmarks and ...
preferences. To do so,
click on the 3 horizontal lines in the top right corner
click on settings.
Under settings, find the option that says ...
manage other people
and click on it.
Here you are going to add a person.
So, here is the one that I already ...
added, so I am going to add another person.
Give this person a name such as QBO user or QuickBooks ...
Online. Give it a name that is easily recognized.
Pick an icon and check the box for create a desktop ...
shortcut for this user.
Once you go through that process,
you want to click add.
I am not going to click add on this screen because I have ...
already created a user. So,
I am going to click cancel.
When you finish creating a person,
it will show up in this screen here.
Here is the one that I created and the second one that I ...
created. I am going to exit out of this ...
screen. The second tip I recommend ...
going back to QuickBooks Online,
is to customize your bookmark bar
by bookmarking all of the 11 left navigation bar tabs from ...
QuickBooks Online. Bookmark those tabs at the ...
top in your bookmark bar, that way they are easy for ...
you to access. Now,
I am going to go through the process of clicking on each ...
tab and click on the star icon to bookmark them.
So, I am clicking on my ...
Dashboard tab and I am going to click on the star icon.
and I am going to click on the star icon.
Here I am going to rename the bookmark to say QBO,
you can call it a homepage or you can call it a Dashboard,
and then click Done. And the bookmark will appear ...
there. So,
I am going to go through the process for all of the tabs.
I am doing the one for Banking,
clicking star again and entering Banking,
and done.
Do the same thing for sales or invoicing depending on ...
which version of QuickBooks Online you have.
I am going to do everything that I did for the Dashboard,
Banking and the Invoicing,
repeat the same process going through all of the tabs.
Here you are picking the tabs that you frequently use to ...
record any transactions in QuickBooks Online.
Now once I have done everything,
you will see all of the tabs at the top
that I just created. So here,
if you click on any one of those tabs,
it will take you directly to that page inside of QuickBooks ...
Online. So,
if you click on Banking, it going to take you directly to ...
the banking center.
If you click on the sales/invoicing tab,
it will take you to the sales/invoicing
center.
If you click on any one of the remaining tabs,
it will take you directly to that center in QuickBooks Online.
The third tip to do is to Export your QuickBooks
Online bookmarks. So,
click on the three-horizontal line,
click on bookmarks. And,
here you will see the "Show Bookmarks Bar"
if you don't already have that function turned on.
You can click on it to activate your bookmark bar.
The option you want to use to export your bookmarks,
is to choose the bookmark manager and click on that.
Here are all of the bookmarks that we created for ...
QuickBooks Online.
You want to export this that way you can use in another ...
device. Click on the three horizontal ...
lines, you can export the ...
bookmarks using the export bookmarks function.
If you want to import the bookmarks in another ...
browser or another Chrome browser,
you can use the Import bookmarks option.
So, I am going to click export ...
bookmarks. Here you can name your ...
bookmark file as QBO bookmarks or whatever you ...
want to call it, you can name it.
I do recommend saving the bookmarks
if you have like a Google Drive or Dropbox or some ...
place that is shared with your team members,
that way they can access the bookmarks.
The fourth tip that I recommend is to use the ...
Chrome Duplicate feature to create multiple QuickBooks ...
Online tabs. Now,
you can right-click on them and select open in a new tab ...
or you can right-click on the tab and select Duplicate to ...
duplicate the tab.
Pull the tab out of the browser window and move it ...
to your other monitors if you are working with multiple ...
monitors. Now,
if you are only working with one monitor and entering a ...
lot of data, you can reorganize your ...
screen to show QuickBooks Online in a split view.
The split view is easy for you to see data in one screen ...
while you are trying to new transactions in the other screen.
If you receive errors or you are getting unexpected ...
results while working in QuickBooks Online,
you may need to clear your cache and cookies on a ...
frequent basis. You are going to click on the ...
three-horizontal icon at the top right-hand corner,
then go to history. This is also the option ...
QuickBooks tech support will recommend to you if you ever ...
call in stating that you are having problems with ...
QuickBooks Online. So,
click on history. Here you are going to click on ...
the "clear browsing data".
And it will popup this small window that asks you to ...
choose a time range. I like to choose All time.
And, you can check the box of ...
everything you want to clean up in this screen.
I like to select all and then click clear Data.
Now, I am not going to clear data ...
because I am still using this QuickBooks file.
But I am just going to click on Cancel to exit out of this screen.
That is all the tips I have for using Chrome with ...
QuickBooks Online.
Go ahead and give them a try.
Thank you for watching!