Managing finances efficiently is crucial for the success of any business, regardless of its size. QuickBooks Online (QBO) is a powerful cloud-based accounting software designed to help businesses manage their finances effectively. One of the features that can enhance productivity and streamline workflows is the split screen view. This feature allows users to view multiple windows or sections of the application simultaneously, making it easier to compare data, enter information, and switch between tasks without losing context.
In this comprehensive guide, we will explore how to use the split screen view in QuickBooks Online. We will cover its benefits, setup process, and practical applications. Whether you are a small business owner, accountant, or bookkeeper, mastering the split screen view in QuickBooks Online can significantly enhance your productivity.
Understanding Split Screen View
Split screen view is a feature that allows you to divide your screen into multiple sections, each displaying different parts of the QuickBooks Online interface. This can be particularly useful when you need to compare data from different reports, enter transactions while referencing other information, or simply multitask more efficiently within the application.
In QuickBooks Online, split screen view can be achieved using various methods, including:
- Browser Tabs: Opening multiple browser tabs or windows and arranging them side by side.
- QuickBooks Online Built-In Features: Utilizing any built-in features within QuickBooks Online that support multi-window or multi-section viewing.
By understanding how to use these methods effectively, you can enhance your workflow and make the most out of QuickBooks Online’s capabilities.
Must Read:- How to Set up Company Settings in QuickBooks Online?
Benefits of Using Split Screen View
Using split screen view in QuickBooks Online offers several advantages, including:
1. Increased Productivity
By having multiple sections of QuickBooks Online open simultaneously, you can quickly switch between tasks without losing context. For example, you can enter transactions while viewing a report, making the data entry process more efficient.
2. Enhanced Data Comparison
Split screen view allows you to compare data from different reports or sections side by side. This can be particularly useful when reconciling accounts, reviewing financial statements, or analyzing trends.
3. Improved Accuracy
Having relevant information visible in multiple sections can reduce the likelihood of errors. For instance, you can cross-reference data while entering transactions, ensuring that everything is recorded correctly.
4. Streamlined Workflows
By setting up a split screen view tailored to your specific tasks, you can streamline your workflows and reduce the need to navigate back and forth between different parts of the application.
Setting Up Split Screen View
Setting up split screen view in QuickBooks Online can be done using various methods. In this section, we will explore how to achieve this using browser tabs and windows, as well as any built-in features within QuickBooks Online.
1. Using Browser Tabs and Windows
One of the easiest ways to set up a split screen view in QuickBooks Online is by using browser tabs and windows. Here’s a step-by-step guide:
Step 1: Open QuickBooks Online in Your Browser
Start by logging into QuickBooks Online using your preferred web browser. You can use any modern browser such as Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.
Step 2: Open Multiple Tabs or Windows
Once you are logged in, open multiple tabs or windows within your browser. You can do this by right-clicking on a link and selecting “Open link in new tab” or “Open link in new window.” Alternatively, you can use keyboard shortcuts such as Ctrl + T (Windows) or Cmd + T (Mac) to open a new tab, and Ctrl + N (Windows) or Cmd + N (Mac) to open a new window.
Step 3: Arrange Tabs or Windows Side by Side
To achieve a split screen view, you need to arrange the tabs or windows side by side. This can be done manually by resizing and positioning the windows. If you are using Windows 10 or later, you can use the Snap Assist feature by dragging a window to the left or right edge of the screen, and then selecting another window to fill the other half.
Step 4: Navigate to Different Sections of QuickBooks Online
In each tab or window, navigate to the different sections of QuickBooks Online that you want to view simultaneously. For example, you can have the dashboard open in one window, a report in another, and the transaction entry screen in a third window.
2. Using Built-In Features in QuickBooks Online
While QuickBooks Online primarily relies on browser capabilities for split screen view, there are some built-in features that can help you achieve a similar effect. These features may vary depending on the version and updates of QuickBooks Online, so it’s essential to explore the interface regularly for new functionalities.
Step 1: Utilize Multiple Windows Within QuickBooks Online
QuickBooks Online allows you to open certain reports and windows within the application itself. For example, when you open a report, it may open in a new window or tab within the application. You can then arrange these windows side by side within your browser.
Step 2: Use the “Open New Window” Feature
Some versions of QuickBooks Online offer an “Open New Window” feature that allows you to open different sections of the application in separate windows. This can be accessed through the “File” menu or by right-clicking on certain links within the application.
Step 3: Explore Third-Party Extensions
There are third-party browser extensions and tools designed to enhance the functionality of QuickBooks Online. These extensions may offer advanced split screen features, customized layouts, and improved navigation. Some popular extensions include “QuickBooks Tools” for Chrome and “Tab Resize” for multi-tasking.
Practical Applications of Split Screen View
Using split screen view in QuickBooks Online can significantly enhance various accounting and bookkeeping tasks. Here are some practical applications:
1. Entering Transactions While Viewing Reports
One of the most common uses of split screen view is entering transactions while simultaneously viewing relevant reports. For example, you can have the transaction entry screen open in one window and a Profit and Loss report in another. This allows you to ensure that each transaction is accurately reflected in your financial statements.
2. Reconciling Accounts
Reconciling accounts can be a time-consuming process that involves comparing your bank statements with the transactions recorded in QuickBooks Online. By using split screen view, you can have your bank statement open in one window and the reconciliation screen open in another, making it easier to match transactions and identify discrepancies.
3. Comparing Financial Statements
When analyzing your business’s financial health, it’s often necessary to compare different financial statements, such as the Balance Sheet and Profit and Loss report. Split screen view allows you to place these reports side by side, facilitating a more straightforward comparison of key financial metrics.
4. Reviewing and Approving Transactions
For businesses with multiple users, split screen view can be beneficial for reviewing and approving transactions. For example, a manager can have the approval screen open in one window and the details of each transaction in another, allowing for a thorough review process.
5. Managing Multiple Clients
For accountants and bookkeepers managing multiple clients, split screen view can streamline workflows by allowing you to work on different client accounts simultaneously. You can have different client accounts open in separate windows, making it easier to switch between tasks without losing context.
Tips and Best Practices
To make the most out of split screen view in QuickBooks Online, consider the following tips and best practices:
1. Use Keyboard Shortcuts
Keyboard shortcuts can save you time and make it easier to navigate between tabs and windows. Familiarize yourself with common shortcuts for your browser and operating system, such as switching between tabs (Ctrl + Tab on Windows, Cmd + Option + Arrow on Mac) and snapping windows (Windows + Arrow on Windows).
2. Customize Your Workspace
Take the time to customize your workspace to suit your workflow. Arrange windows in a way that makes sense for the tasks you are performing, and consider using browser extensions to enhance your productivity.
3. Keep Your Browser Updated
Ensure that you are using the latest version of your web browser to benefit from the most recent features and security updates. Regularly updating your browser can also improve performance and compatibility with QuickBooks Online.
4. Explore QuickBooks Online Updates
QuickBooks Online regularly releases updates and new features. Stay informed about these updates by checking the QuickBooks Online blog, release notes, or support resources. New features may enhance your ability to use split screen view effectively.
5. Leverage Dual Monitors
If you have access to dual monitors, consider extending your workspace across both screens. This can give you even more real estate for split screen view, allowing you to manage multiple tasks and sections of QuickBooks Online simultaneously.
Troubleshooting Common Issues
While split screen view can significantly enhance your workflow, you may encounter some common issues. Here are a few troubleshooting tips:
1. Slow Performance
Having multiple tabs or windows open can sometimes slow down your browser or QuickBooks Online. To mitigate this, close any unnecessary tabs, clear your browser cache, and ensure that your internet connection is stable. Upgrading your computer’s hardware or internet plan may also improve performance.
2. Browser Compatibility
Some features of QuickBooks Online may work better in certain browsers. If you experience issues, try switching to a different browser to see if performance improves. QuickBooks Online generally recommends using Google Chrome for the best experience.
3. Window Management
Managing multiple windows can be challenging, especially if you have limited screen space. Utilize browser extensions that help with window management, such as “Tab Resize” for Chrome, which allows you to split your screen into predefined layouts.
4. Navigational Challenges
Navigating between multiple sections of QuickBooks Online can be confusing at times. Bookmark commonly used pages or create a custom dashboard with shortcuts to frequently accessed sections to streamline navigation.
Conclusion
Mastering the split screen view in QuickBooks Online can significantly enhance your productivity, accuracy, and overall efficiency when managing your business finances. By understanding how to set up and use split screen view effectively, you can streamline your workflows, compare data with ease, and ensure that your financial records are accurate and up-to-date.
Whether you are a business owner, accountant, or bookkeeper, leveraging the split screen view in QuickBooks Online can help you stay organized and focused on what matters most—growing your business and achieving your financial goals.
If you have any questions or need further assistance with QuickBooks Online, please do not hesitate to contact QuickBooks Online Support at toll-free number +1-855-838-5970. Their team of experts is available to help you with any technical issues, feature inquiries, or general support needs.
Frequently Asked Questions
To split the screen in QuickBooks Online, simply open the desired transactions or reports you want to view side by side. Then, drag the title bar of one window to the left or right until you see a transparent outline appear. Release the mouse button, and the window will snap into place. Repeat the process with the other window to complete the split screen view.
Splitting a check in QuickBooks Online is easy. When entering a check, simply click on the “Split” button at the bottom of the transaction window. Then, allocate the amounts to the appropriate expense or income categories by entering the amounts and selecting the accounts.
Yes, you can have multiple windows open in QuickBooks Online. Simply open each transaction or report in a new tab by right-clicking on the link and selecting “Open link in new tab” or by using the keyboard shortcut (Ctrl + click). This allows you to work on multiple tasks simultaneously.
To change the view in QuickBooks Online, navigate to the desired section such as “Banking,” “Sales,” or “Expenses” from the left-hand menu. Within each section, you can further customize the view by applying filters, sorting options, or adjusting the date range to suit your needs.
To use split screen view in QuickBooks Online on Windows 10, follow the same steps as mentioned above for splitting the screen. QuickBooks Online operates similarly across different operating systems, so the process remains consistent.
Opening multiple windows in QuickBooks Online is straightforward. Simply right-click on the links for transactions or reports and select “Open link in new tab” to have multiple windows open simultaneously.
To utilize split screen view in QuickBooks Online on a Mac, follow the same process as described earlier for splitting the screen. QuickBooks Online functions similarly across different platforms, so you can easily split the screen on a Mac.
Employing split screen view in QuickBooks Online on Windows 7 is identical to the process outlined earlier. Regardless of the operating system, you can effectively split the screen to enhance your workflow in QuickBooks Online.
