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'Was not able to use the Mac app for Quickbooks Online at all yesterday 12/26. Called and told it was a known issue,' user JudaDE wrote.' Used online web application.This morning, still the same. Data is cached with the QBO App which makes the system able to perform faster. The QBO App works really well for people that just don’t have quick internet speeds. You can use shortcuts, drag and drop, right-clicks to help increase your usability of QBO by using the QBO App. If you have both a Mac and a Windows machine, you won’t notice. However, there is a chance that your bank is using a file format that is not compatible with your finances manager. Csv2qbo Convert is a small OS X utility that can help you if your bank statements come in CSV format, and you are using the QuickBooks app. Easy to setup conversion tool that can work with CSV. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control.

When using QuickBooks®, the ability to open multiple windows is a huge timesaver, and an easy way to make comparisons across multiple reports or QuickBooks features. Multiple windows are commonplace among QuickBooks Desktop users, but QuickBooks Online Accountant (QBOA) users often don’t realize that they can take advantage of the time savings of multiple windows, too. There are a few methods to accomplish this, and we’ll give you the best practices to get the most out of QBOA.

Qbo Mac App Not Working

Best Method: The QuickBooks Desktop App

For best results, download the QuickBooks Online (QBO) Desktop App for PC or Mac. The desktop app is a thin client that’s installed on your computer and allows you to access QBOA and your clients’ files. It offers a bunch of add-on features that your typical web browser can’t handle. The New Window function is especially helpful because each open window automatically refreshes with updates made in real time. No other solution for multi-window QBO browsing provides this automatic refresh capability, so if up-to-the-second comparisons are important to you and your workflow, follow these steps:

  1. Download the thin client for PC or Mac, depending on your OS.
  2. Log in with your QBOA credentials.
  3. Important: Choose the name of your QBOA Firm from the company selection list. You will see all of your clients listed on this page, but won’t be able to access them unless you choose you Firm’s name from the list.
  4. Once logged into QBOA, you can start using New Windows right away by right clicking on any link, or choosing “New Window” from the File Menu.

You won’t be able to have multiple client files in open multiple windows at the same time, but you will be able to see updates made in each window, reflected in real time across all windows.

Multi-Client Method: Browser Users and New Windrows

If you need to have multiple QBO client files open at the same time, you’ll need to follow a couple of extra steps within your web browser, but it can be done! Be careful with this approach, as you don’t want to get your clients’ books mixed up with one another!

There are two general ways to log into two clients at once:

  1. Set up multiple users within your browser. Google Chrome offers a simple way to set this up. You will need to sign into QBOA separately in each user window, but once you do, they operate completely independently from one another.
  2. Sign in via an incognito/private browsing session, or a separate browser entirely. Most web browsers offer a private browsing session as a feature that can be used to sign into a unique QBOA instance. You can also have multiple browsers installed on the same machine and log into QBOA separately for each browser.
Qbo Mac App Not Working

Qbo Mac App Not Working Windows 10

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Be careful using this approach – QBOA has safeguards built in to help protect you from mixing up your clients’ books, but following the steps above removes those safeguards.

Simplest Method: New Window in the Browser

QBOA actually has a built-in feature to launch a New Window of your clients’ books as well. To use it, follow these steps:

  1. Log in QBOA.
  2. Access the client you’d like to work on.
  3. Click on the Accountant Toolbox, and choose New Window.
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Your client’s QBO file will open in a new browser tab, and you can navigate throughout each tab separately. Unlike the QBO Desktop apps, these tabs will not update in real time, but this is a good option to quickly open a new page for comparison.

Of all the options, the QuickBooks Desktop apps offer the most functionality around opening in new tabs. Hopefully, these tips help save you some time when navigating around client files in QBOA. If you’ve got more questions or best practices, share them in the QuickBooks Community to hear from other QBOA users.

If you use QuickBooks Online (QBO) on a Mac, there’s an app for that, and you can click here to get it.

Qbo Mac App Not Working Iphone

It’s almost exactly like QBO through Safari or Chrome, but because it works as a desktop application, it’s a little faster. You still need a QBO subscription, and an internet connection.

Qbo Mac App Not Working Remotely

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The app stores pages in memory so you don’t have to reload each one. It adds a menu bar at the top for quick access to any screen. My favorite feature is the Favorites, so you can jump right into a new Invoice or the Banking screen.

I’m an Intuit QuickBooks ProAdvisor, and I like that I can also jump from client to client from a dropdown menu.

However, I did have an issue where eventually, the program crashed every time I tried to switch companies. After a Force Quit, the program would open right up into the company I wanted. But after some time, even that didn’t work anymore, and the program became unusable.

Qbo Mac App Not Working Mac

The fix was easy, once I knew how:

  1. Quit QBO.
  2. Hold down the Fn (function) key and open it again.
  3. It will ask if you want to Reset the app. Click the Reset button.
  4. Open the app again. Violá! You’re back in business.

So there you go! Happy QuickBooksing!