The "Double-Tab" Workflow
A game-changer for anyone who feels like they are constantly clicking "back" and losing their place.
Why It Matters
Do you ever feel like you're losing context? You categorize an expense, then go to the report to see it, then click back, and lose your scroll position in the Bank Feed?
This workflow solves that problem instantly.
The Tip: Multiple Tabs
You can open QuickBooks in multiple browser tabs at once. This isn't just possible; it's recommended.
The Trick: Right-Click
Right-click any sidebar link (like "Invoices" or "Transactions") and select "Open link in new tab".
The Perfect Setup
Keep your Bank Feed open in one tab and your Profit & Loss statement in another.
This allows you to see how your categorizations affect your reports in real-time without refreshing or navigating away.