QuickBooks Online (QBO) offers a convenient cloud-based accounting solution, but many users prefer the traditional look and functionality of QuickBooks Desktop. If you're looking to switch QuickBooks Online to a Desktop-style view, this guide will help you optimize your settings and improve your user experience.
Can You Change QuickBooks Online to Desktop View?
While QuickBooks Online does not have an official "Desktop view" mode, you can modify your settings to create a more Desktop-like experience. The key changes involve adjusting navigation, using a supported browser, and optimizing display settings to enhance workflow.
Steps to Make QuickBooks Online Look Like Desktop
1. Enable Business View or Accountant View
QuickBooks Online allows users to switch between "Business View" and "Accountant View." While neither fully replicates QuickBooks Desktop, Accountant View provides a closer experience.
- Log into QuickBooks Online.
- Click the Settings (⚙️) icon in the top-right corner.
- Under "Your Company," select Account and settings.
- Click the Advanced tab.
- Locate the "User View" section and switch to Accountant View.
2. Use the Left-Side Navigation Menu Efficiently
QuickBooks Desktop users are accustomed to a structured menu. To improve navigation in QBO:
- Click the Menu (☰) icon to expand the left-side navigation.
- Customize shortcuts by pinning frequently used features.
- Use the Gear (⚙️) icon to access additional settings.
3. Activate Browser Full-Screen Mode
Using full-screen mode in your browser can create a more focused view similar to Desktop:
- Press F11 on Windows or Command + Shift + F on Mac to enter full-screen mode.
- Adjust the zoom level in browser settings for optimal display.
4. Use QuickBooks Online Desktop App
Intuit offers a QuickBooks Online Desktop app that provides a more stable experience:
- Download the QuickBooks Online Desktop app from the Intuit website.
- Install and log in using your QBO credentials.
- The app offers a dedicated window with improved performance and navigation.
5. Enable Keyboard Shortcuts
Keyboard shortcuts can enhance efficiency and provide a more Desktop-like experience.
- Press Ctrl + Alt + ? (Windows) or Command + Option + ? (Mac) to view available shortcuts.
- Common shortcuts include:
- Ctrl + Alt + I – Create an invoice
- Ctrl + Alt + W – Write a check
- Ctrl + Alt + X – View the chart of accounts
6. Use Multiple Tabs or Windows
One advantage of QuickBooks Desktop is the ability to open multiple windows. You can replicate this in QuickBooks Online:
- Right-click on a tab and select Duplicate to open another QBO window.
- Use multiple browser tabs to access different sections of QuickBooks simultaneously.
Conclusion
Although QuickBooks Online does not offer a direct "Desktop view" mode, you can enhance your workflow by adjusting navigation settings, using keyboard shortcuts, and leveraging the QuickBooks Online Desktop app. By implementing these changes, you can create a more efficient and familiar experience within QuickBooks Online.
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