How to Use Bookmarks With QuickBooks Online

In this blog post, I’ll show you how bookmarks can make working with QuickBooks Online a little easier.

QuickBooks Online’s Bookmarks

You can create bookmarks within QuickBooks Online. 

At the top of the left-side menu is a Bookmarks section. Anything you bookmark within QuickBooks will show up here.

The Bookmarks section of the main menu in QBO

You can add things from the left-side menu to Bookmarks by clicking the bookmark icon to the right.

Bookmarks icon in the QBO left side menu showing an item not in Bookmarks and one that is. Items already in Bookmarks have the icon filled in.

A filled-in icon means that the menu item is already in your Bookmarks.

You can also click on Bookmark this page in the Bookmarks section from any page within QuickBooks Online, including transactions and custom reports.

Edit QBO Bookmarks

You can click Edit bookmark in the menu from within a bookmarked page. This opens a pop-out where you can change the label or remove the bookmark.

Editing a bookmark from the Bookmarks section of the menu in QBO

You can also bulk add/remove/move Bookmarks by clicking the pencil icon to the right of BOOKMARKS in the menu.

This opens the Customize your menu pop-up with the Bookmarks section open.

Bookmarks section of the Customize your menu pop-up in QBO

You can check off items in the list to add to your bookmarks or uncheck to remove them. You can also click the dots to the left of any item in the list to move and rearrange it.

While I use the bookmarks within QuickBooks, it can quickly clutter the menu. For things like custom reports, I like to use my browser’s bookmarks.

Using Your Browser Bookmarks

I use Google Chrome, which allows you to create multiple profiles.

I use a different profile to work with QuickBooks Online. This gives me an entire bookmark bar where I save the reports I use on a regular basis. 

Chrome profile for working in QBO with reports saved to the bookmarks bar

For example, to open the Expenses by Vendor Summary report in QuickBooks Online, you click Reports -> search -> click report name.

Or, I can bookmark it in my browser, and it’s one click away. It’s not much, but the time savings add up when you’re doing a lot of bookkeeping for different clients.

Note – If You Work With Multiple Client Files

The browser remembers the name of the business that was in the bookmark when you created it. This means that if you’re in a client’s file that’s different from the file you were in when you created the bookmark, the business name will change on the report. The data it shows will be for the file you’re in, but the business name will be wrong. 

To fix this:

  1. Right-click the bookmark and select Edit…
  2. Copy the URL and paste it into a text editor (something where you can search for text)
  3. Search for: &company_name=
  4. Delete “&company_name=” plus anything after it until the next ampersand.

Example: &company_name=Craig%27s%20Design%20and%20Landscaping%20Services

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Below is a video if you prefer to watch a walkthrough.

If you have questions about working more efficiently with QuickBooks Online, click the green button below to schedule a free consultation.

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

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Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

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